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...
Personal Assistant - In charge of all service related matters
Business Operations Manager - In charge of all risk management new business and assists with College Planning
Personal Assistant - In charge of investment related new business
Personal Assistant - In charge of calendar management and marketing
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
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
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