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Financial Wellness is January Awareness Month

Financial Wellness is January Awareness Month

Our business is built on a foundation of thoughtful client relationships.  Now is the best time to review your accounts and financial stability.  Let one of our team members speak with you, check on your current financial status and make any changes that may be necessary.  Please choose one of the team member links below to book your appointment today.  Let us give you the gift of piece of mind this new year!  

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TEAM MEMBERS LINKS

Appointment with Jake

Schedule an appointment here

Appointment with Sue Ann

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Appointment with Jessica

Schedule an appointment here

WELCOME TO BARNUM FINANCIAL GROUP

The Darsch-DiNapoli Team

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We take a personalized approach, working to understand what is most important to you, both personally and professionally. We then use our collective expertise to develop thoughtful financial solutions to help you achieve the future you want.

Our focuses include wealth accumulation, asset protection, retirement planning, and income generation strategies utilizing products and programs from a wide-range of industry-leading financial services and investment management firms. Underscoring all we do is a deep commitment to providing you with the knowledge you need to make informed financial decisions with confidence and with quality service throughout our relationship.

Other Areas of Focus:

Retirement Planning | Investments | Tax Management | Employee and Executive Benefits | Estate Conservation | Risk Management | Education Funding

MEET OUR TEAM

MEET OUR TEAM

Our experienced and enthusiastic team thrives on client satisfaction. Please visit our team page to learn more about our advisors.

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RETIREMENT PLANNING

RETIREMENT PLANNING

Enjoy the fruits of your labor. Barnum will help plan for your retirement and excite you for what’s to come.

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DISABILITY INCOME INSURANCE

DISABILITY INCOME INSURANCE

Feel confident about your future financial security. At Barnum we can help to keep you protected when you may need it most.

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ESTATE PLANNING

ESTATE PLANNING

The Best time to start thinking about estate planning is now. At Barnum we will work with you to create a comprehensive estate plan.

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Our Services

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