Jake and Jessica are partnering up to assist you and your families with your financial needs. In addition, the team is growing and just added Dylan Unger, Financial Advisor and Nicole Chartier, Administrative Assistant to the team. We have all angles covered so let us work with you and help guide you through your financial course. We won't let you down!
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Financial Advisor/Investment Advisor Representative
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation for success. We are also taking new clients, upon referral. If you know of anyone that could benefit from our experience, please have them reach out to us. We are here to help!
TEAM MEMBERS LINKS
Appointment with Jake
Schedule an appointment here
Appointment with Sue Ann
Appointment with Jessica
Appointment with Dylan
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
Our experienced and enthusiastic team thrives on client satisfaction. Please visit our team page to learn more about our advisors.
Enjoy the fruits of your labor. Barnum will help plan for your retirement and excite you for what’s to come.
Feel confident about your future financial security. At Barnum we can help to keep you protected when you may need it most.
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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