“Craig is the most ethical and professional financial planner I have ever worked with. As a Certified Financial Planning company owner, he not only helps me grow my financial portfolio but he looks out for his client's well-being beyond their portfolio. He demonstrates true character to his customers, is transparent, proactive and innovates together. He is extremely customer focused, taking whatever action necessary, big or small, to help ensure his clients' current and future financial stability. I highly recommend Craig.“
“Tim Collins and his assistant Erica are great to work with. Very responsive and knowledgable.“
“Just the most helpful, smart, and kind people work here…can’t recommend enough. Helpful and not pushy—“
“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.“
“Life can go upside and when it does, it’s wonderful to have Advice One advising on family wealth management, especially when a family crisis is occurring. Very professional, knowledgeable and kind.“
Financial Planners
Financial Planners
Financial Planners
Financial Planners