Who We Are
At Barnum Financial Group, we are dedicated to helping our clients achieve their financial goals. Our story began with a passion for helping people create a brighter financial future. Our founder's personal experience of navigating the financial industry inspired him to create a platform that puts the client's interests first. Today, we are proud to have a team of experienced financial professionals who share this vision. We're committed to providing personalized guidance, solutions, and knowledge to help you meet your unique needs and achieve your goals.
Our Services
We offer a wide range of services designed to help you navigate life's transitions and achieve financial success. Our expertise includes:
Protection Strategies
Managing the risks that may compromise your financial goals is vital. We help you choose the right insurance for your unique needs at this stage in your life.
Investing for Your Future
Growing your wealth strategically is key to achieving goals like a happy retirement. We help you carefully consider your investment options and create a plan that aligns with your financial goals.
Planning for Your Retirement
Every major financial decision you make impacts your retirement. We help you take the right steps at each stage of your career and into retirement to ensure a secure financial future.
Navigating a Job Transition
Switching jobs comes with a long to-do list that requires important financial decisions. We help you prioritize your financial goals and make informed decisions during times of change.
Leaving a Legacy
Legacy planning is more than just leaving money behind. We help you prepare how you want to distribute your assets to loved ones, friends, and charities, while also considering the tax implications.
Special Needs and Elder Care Planning
Providing your loved ones with the best possible quality of life requires patience, coordination, and careful planning. We help you create a plan that meets the unique needs of your loved ones.
Workshops and Educational Resources
We offer a variety of workshops and educational resources to help you maximize financial opportunities and overcome financial challenges. Our goal is to empower you with the knowledge and tools you need to achieve financial wellness.
Our Commitment
At Barnum Financial Group, we are committed to delivering insightful guidance, solutions, knowledge, and service that is personalized to meet your unique needs and achieve your goals. We believe in building long-term relationships with our clients, based on trust, open communication, and a deep understanding of your financial situation.
Overall Summary
The reviews discuss two different customer service experiences with insurance representatives. One reviewer, Darlene Hultgren, had a highly positive experience with Myles Holly, praising his helpfulness and willingness to listen. In contrast, Brittany Buza had a catastrophic experience with David Abel of Barnum Financial Group, citing his lack of professionalism, empathy, and integrity.
Customer Service Issues
The reviews highlight specific issues with customer service. Brittany Buza's experience was marked by a failure to update her payment information, resulting in the lapse of her daughter's life insurance policy. When she contacted David Abel to rectify the situation, he became belligerent and dismissive, leaving her feeling upset and ignored. In contrast, Darlene Hultgren had no complaints about her experience with Myles Holly, stating that he was always helpful and took time to listen to her questions.
Resolution and Recommendation
The reviews also discuss the resolution of the issues and the recommendation of the customer to others. Brittany Buza recommends avoiding David Abel's services, citing his lack of professionalism and empathy. She praises the MassMutual and Brighthouse teams, who stepped in to rectify the situation and protect their company's reputation. Darlene Hultgren's review does not mention a specific recommendation, but her positive experience with Myles Holly suggests that she may recommend him to others.
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