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Tel. +1 914 372 2963

Address

Barnum Financial Group
565 Taxter Rd, S-625
Elmsford, NY 10523

CHECK THE BACKGROUND OF YOUR FINANCIAL PROFESSIONAL ON FINRA'S BROKERCHECK.  SECURITIES, INVESTMENT ADVISORY AND FINANCIAL PLANNING SERVICES OFFERED THROUGH QUALIFIED REGISTERED REPRESENTATIVES OF MML INVESTORS SERVICES, LLC. MEMBER SIPC. (SIPC.ORG). 6 CORPORATE DRIVE, SHELTON, CT 06484, TEL: 203-513-6000. CRN202102-243532. CA Insurance Lic # 0H61889

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Matthew is a valued resource in complex life, disability, and long term care insurance plan design.  He emphasizes the use of insurance from a holistic wealth management perspective. His work focuses on using life insurance as a key retirement planning tool, most notably in the areas of income replacement, estate planning, business succession planning, and executive benefits.  Matthew is a graduate of the University of Connecticut with a degree in business and technology.  

Licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT.