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Business Profile

Financial Services

Barnum Financial Group, LLC
BBB accredited business seal
BBB Accredited BusinessA Rated by BBB
Visit Website(203) 513-6000Write a Review

About

Overview

Barnum Financial Group, LLC

6 Corporate Dr Fl 5

Shelton, CT 06484-6270

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See Hours
Operating Hours
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
Closed
Closed

Find a Location

Barnum Financial Group, LLC has 5 locations, listed below.

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    BBB Accreditation & Rating

    Barnum Financial Group, LLC is BBB Accredited.

    BBB accredited business seal

    This business has committed to upholding the BBB Standards for Trust.

    Why choose a BBB Accredited Business?

    BBB Rating

    A

    Reasons for rating

    • Length of time business has taken to respond to complaint(s)
    More InformationHow are BBB ratings calculated?

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    About This Business

    Barnum Financial Group provides financial planning and wealth management services, including retirement planning, investment strategies, insurance solutions, and legacy planning. The company assists clients with analyzing financial situations, setting savings goals, and creating personalized plans for retirement, education funding, and asset protection.

    BBB Accredited Since: 12/23/2024

    Years in Business: 32

    Products and Services

    General financial planning

    Insurance services

    Investment related services and advice

    Navigating group and executive benefits

    Retirement planning

    Tax strategies

    Estate planning 

    Financial education & consulting

    Business Details

    Local BBB:
    BBB, Connecticut
    BBB File Opened:
    12/10/2003
    Business Started:
    6/15/1993
    Business Incorporated:
    1/25/2017
    Type of Entity:
    Limited Liability Company (LLC)
    Alternate Names:
    Barnum Financial Group
    Business Management:
    Mr. Paul Blanco, Founder/CEO
    Ms. Elizabeth Hiza, Chief Marketing Officer

    Additional Contact Information

    Principal Contacts
    Mr. Paul Blanco, Founder/CEO
    Ms. Elizabeth Hiza, Chief Marketing Officer
    Customer Contacts
    Ms. Elizabeth Hiza, Chief Marketing Officer
    Additional Phone Numbers
    Other Phone: (888) 712-2310
    Other Phone: (877) 275-6387
    Social Media

    Licensing information

    This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

    Additional Information

    Other Resources
    Banking, CT Department of (DOB)
    260 Constitution Plaza
    Hartford CT 06103
    Phone Number: 800-831-7225
    Insurance Department, State of CT (CID)
    153 Market St
    Hartford CT 06103
    Phone Number: (860) 297-3900
    Business Categories
    Financial Services, Financial Planning Consultants, Retirement Planning Services, Investment Advisory Services, Estate Planning and Management, College Savings Plans, Wealth Management

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    When considering complaint information, please consider the company's size and volume of transactions. Note that the nature of complaints and a company’s responses to them are often more important than the number of complaints. BBB Business Profiles generally cover a three-year reporting period.