Barnum Financial Group

Visit our office today located in New London, CT. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.

Citizens Wealth Management in Waterford, CT, offers tailored financial services through a dedicated team of professionals aimed at guiding clients through their financial journeys. With a comprehensive approach, they focus on creating personalized financial plans that evolve with the client's life changes. Their services include custom financial planning, access to exclusive rewards, and ongoing support from a team that includes certified financial planners. Citizens Wealth Management emphasizes a collaborative process designed to meet the unique needs and goals of individuals, families, and their legacies. Generated from the website

No single strategy will fit every client. That’s why Beat will partner with you to create a personalized financial plan that accounts for your goals and specific circumstances. His goal is to build a long-term relationship based on trust, and he always offers honest advice while simplifying complex financial terms and investments.