6 Corporate Drive
The Harbor Oak Team
CERTIFIED FINANCIAL PLANNER™ Professional, Financial Services Executive, SpecialCare Planner
As a Financial Services Executive and Financial Planner with Barnum Financial Group, I offer comprehensive financial planning and investment management services to individuals and families who want to preserve and grow their assets. I...
I am a Financial Services Executive and Financial Planner with Barnum Financial Group. I bring my experience with top financial companies to BFG: Working internships with Morgan Stanley in the Equity Operations...
CERTIFIED FINANCIAL PLANNER™ Professional, Financial Advisor
As a CERTIFIED FINANCIAL PLANNER™ professional, Donny acts as a resource, guiding his clients in making the right financial decisions for their future. He is licensed to sell Life, Accident & Health Insurance, and holds the...
Personal Assistant - In charge of all service related matters
Personal Assistant - In charge of investment related new business
Team Business Analyst
Case Design Manager
Insurance Operations Coordinator
CERTIFIED FINANCIAL PLANNER™ Professional, Financial Services Representative, Investment Advisor Representative.
I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT.
Personal Assistant to Michael Bogardus
Financial Planner, Special Care Planner, Financial Services Representative
Visit My Website: www.ProsServicesOfAmerica.com
I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT. CA Insurance Lic # 0K90693
Personal Assistant to Harvey Silverman
Financial Planner at Barnum Financial Group
Licensed but not practicing Certified Public Accountant on behalf of MML Investor Servcices, LLC
Personal Assistant to John Pearson