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About Barnum Financial Group

Barnum Financial Group provides a full range of investment and risk management products and services to over 250,000 clients, including individuals and their families, as well as small businesses, corporations, government entities, and non-profit organizations and their employees in all fifty states.

With offices in Connecticut, Massachusetts, New Jersey, New York, and Rhode Island, Barnum has a team of resources to help create customized solutions to fit your goals and circumstances. Barnum strives to build long-term relationships with each client through understanding, quality service, integrity, and financial education.

Wealth Strategies Division

Greg Wachter

Greg Wachter

VP, Risk Management

Kate Cassidy, JD*

Kate Cassidy, JD*

VP, Advanced Markets

Matthew Teel, CFP® CLU®

Matthew Teel, CFP® CLU®

SVP, Risk Management

Niko Vamvakas

Niko Vamvakas

VP, Retirement Planning Solutions

*Licensed but not practicing

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.