Barnum Financial Group — Taxter Advisory Team
I take a consultative approach to working with you, taking the time to develop a thorough understanding of who you are and what matters most to you. Based on your personal situation and your priorities, I help you develop a strategy to preserve and grow your assets to help fulfill your vision of your financial future. My commitment is to provide quality service and support throughout our relationship.
- 15 years in the Financial Service Industry
- Life, Accident and Health Insurance Licenses
- Series 6, 7 and Series 63 Securities Licenses
- Graduated from CSI, a City University of New York, with a Bachelor's in Finance
- Volunteer at SPCA of Westchester
- Married to my wife, Stefanie
I am licensed and registered to offer products and services in N.Y. Licenses and registrations will vary. Domiciled in N.Y.
AR Insurance License #17507843 | CA Insurance License #4289612
