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.
Strategic Partners
Ted Koppy, CRPC ®, CPFA ®
Financial Advisor | Investment Advisor Representative
Wealth Strategies Division
Greg Wachter
VP, Risk Management
Jeremy Hus, MSFS CFP® ChFC® CASL® CLU®
VP, Financial Planning
John Foreman, CIMA® MBA
VP, Investments
Kate Cassidy, JD*
VP, Advanced Markets
Matthew Teel, CFP® CLU®
SVP, Risk Management
Niko Vamvakas
VP, Retirement Planning Solutions
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.