The SKG Team at Barnum Financial Group, which can be accessed through Mass Mutual, is a trusted investment firm for financial planning and advisory services. They have demonstrated expertise in managing investments and restructuring retirement plans, resulting in significant gains for clients. The team, including advisors like Anthony M and David Jones, is known for their accessibility, personalized approach, and creativity in generating income, even for those who are conservative with their finances. Highly recommended for those seeking financial guidance.
Excellent experience from start to finish. Rico Laguerre was helpful, thoughtful, and thorough throughout the process, taking the time to answer my questions and ultimately finding me a great rate on my new policy. I really appreciated the outstanding service and would highly recommend working with Rico.
We have been extremely pleased with the services and financial results we have received over the 5 years as a client of Anthony Maiuolo and Barnum Financial. Communication is exceptional! Guidance has been superb. I like how he breaks everything down in easy explanations and has allowed us to retired successfully with all our needs met.
Thrilled he was recommended when I retired from Accenture in 2021 and rolled my 401k to his care.
I have been with the Barnum Financial Group now for approximately 6 years. I had been Investing with a well known investment group through my employer prior. As I approached retirement I had concerns and questions that I did not feel were fully answered or clearly explained, but since this was a highly regarded and well known investment firm I felt safe enough. Then Kevin Powers contacted me explaining who he and the SKG team were and what they did and what he proposed for my personal situation. I was a little skeptical at first with his unsolicited contact, but I did some research, and other than a couple black marks which I believe to have been resolved equitably, they… read full review
565 Taxter Road Suite 625, Elmsford, NY 10523
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