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Our Commitment to <strong>You</strong>

Our Commitment to You

We are your dedicated financial partner, committed to guiding you on a journey towards financial success. Through personalized strategies tailored to your unique goals and circumstances, we aim to secure your financial future while also educating you, empowering you to make informed financial decisions with confidence. Above all, we seek to cultivate a lasting relationship, standing by you for years to come. Trust us not just with your finances, but with your aspirations and dreams.

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

About <strong>Barnum Financial Group</strong>

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.