Barnum Financial Group, Glastonbury CT - Glastonbury, Connecticut

Barnum Financial Group, Glastonbury CT

Dirección: 45 Glastonbury Blvd, Glastonbury, CT 06033

Teléfono: 02583800

Página web: barnumfinancialgroup.com

Especialidades

Barnum Financial Group se especializa en la prestación de servicios de planificación financiera.

Otros datos de interés

• Entrada accesible para personas en silla de ruedas
• Estacionamiento accesible para personas en silla de ruedas
• Sanitarios accesibles para personas en silla de ruedas
• Se requiere una cita
• Se recomienda concertar cita

Opiniones

Esta empresa tiene 65 valoraciones según Google My Business.

Opinión media: 4.6/5.

Según las valoraciones, Barnum Financial Group es una empresa altamente valorada por sus clientes, quienes destacan el excelente servicio y la atención personalizada brindada por sus asesores financieros. El equipo de expertos trabaja de manera estrecha con cada cliente para diseñar soluciones financieras personalizadas que satisfagan sus necesidades e objetivos a largo plazo.

Por ejemplo, una de las opiniones más destacadas menciona que "Dan, mi asesor financiero, es excepcional y va más allá para tomar las mejores decisiones posibles para mi cartera. Está siempre disponible para responder cualquier pregunta y explica todo con claridad". Esta afirmación revela el compromiso y la dedicación de Barnum Financial Group en el atendimento a sus clientes.

Además, se destaca que el asesoramiento de esta empresa ha sido fundamental para el éxito financiero de muchos de sus clientes, quienes recomiendan a amigos y familiares utilizar sus servicios.

Recomendación final

Si buscas un asesoramiento financiero de alta calidad y personalizado, Barnum Financial Group es una excelente opción. Su ubicación en Glastonbury, CT, facilita el acceso para personas en silla de ruedas y ofrece estacionamiento y sanitarios adaptados. Es recomendable concertar una cita previa para recibir asesoramiento experto y personalizado.

Visita su página web barnumfinancialgroup.com para obtener más información y ponerse en contacto con ellos.

👍 Opiniones de Barnum Financial Group, Glastonbury CT

Gary

5/5

I’ve been with Barnum Financial Group for many years. Dan, my financial advisor is exceptional and goes above and beyond to make the best decisions possible for my portfolio!! He’s always available to answer any questions, and explains everything throughly. I wouldn’t be where I am financially today if it wasn’t for Dan and his team!! I tell everyone that it’s never too late to start investing, and I highly recommend Barnum to family and friends all the time!!

Bill B.

5/5

I can’t tell you how happy I am working with Barnum Financial group, Glastonbury CT. Dan and his qroup are amazing. Hes attentive, constantly analyzing the markets and building me a fortune. I am blown away how much I have made with this company. His investment strategies are super sound, and obviously based on your risk and he is very easy to work with. He follows up and also reaches out to you if he sees an opportunity. Always picks up the phone. He even has rapport with my bookkeeper, and they talk together about strategies and taxes and investments and retirement as I own a company. Use this company to secure your financial future. You will not regret it. I have been with Dan for over 10 years.

Kevin W.

5/5

I have been working with Barnum Financial for 3 years now and they treat me like family. Dan has been an amazing advisor, always makes time for me, and always makes sure I know exactly what is going on. There is no one I trust more with my financial success. SUCH A GREAT COMPANY!

Steven W.

5/5

My wife and I have been using Barnum Financial Group for about 20 years. We have been impressed with our financial advisor Dan. He is always available by phone or email. His financial advice allowed us to retire early. Very professional group.

Michael D.

5/5

Our family has been with Barnum for over a decade and we feel like they are a partner in our future financial success. Whether it's planning for short term major expenses, how to invest and taking the long view on retirement planning, Dan Champagne and team JBW has been there with us every step of the way.

Lee W.

5/5

I have had exemplary service with this group. I was given the opportunity to learn about managing my finances and the team answers questions with clear direction and honesty. They keep a watchful eye on any changes in the economy and assist with my concerns. I highly recommend their services.

Albert G.

5/5

Love this group, been working with Mike DelMonaco for almost 7 years. His guidance has allowed me, at age 59, to walk away from full time job, work part time and spend time with family!

Tina C.

5/5

Barnum financial group has the best advisors around. They are extremely knowledgeable, honest, efficient, prompt, professional, and look for the best products for each individual client.