The Harbor Oak Team
John Billington, CFP®, AIF®, ChFC®, CLU®, LUTCF
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...
Joseph Bogardus, CFP®, AIF®, ChFC®, LUTCF
CERTIFIED FINANCIAL PLANNER™ Professional, Financial Services Executive, SpecialCare Planner
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...
Donny Ek, CFP®
Business Operations Manager - In charge of all risk management new business and assists with College Planning
Strategic Partners
Michael Bogardus, ChFC®, AIF®, CFP®
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.
John Pearson, CPA®*, CASL®
Financial Planner at Barnum Financial Group
Licensed but not practicing Certified Public Accountant on behalf of MML Investor Servcices, LLC
Harvey Silverman
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