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We align your resources to help you achieve the goal of leading your enriched life – your Private Vista.
Featured in the local and national media outlets below:


 
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HONESTY

The wealthier you are, the less likely people around you may speak their minds. For us, honesty comes first, even if that means bringing you less positive news. We believe in an open relationship with our families. You are after all our client, not your money.

NO HASSLE

Being financially successful is wonderful, but along with its perks come worries and hassle. You have administrative, legal, fiscal, philanthropic and family matters to attend to and organize. We will serve as your single point of contact to coordinate your entire financial situation and the team of advisors.

 Our passion is to empower our clients with complete control of their financial life so that they can focus whole-heartedly on what matters most.

Our team's core purpose is to create exponential value for the families we serve and the businesses that are an extension of them.

WHAT OUR CLIENTS ARE SAYING

"For over 40 years I’ve been active in my investment portfolio. I’ve worked with several firms during that time period and now, at age 68, I believe I can say I’ve experienced the evolution from personal service to automated everything—and honestly, I resigned myself this is the way of the world now. Thankfully, that changed when I found Vincent Cucuzza and Team Vista at Barnum."

- Mark C.

Mark Cioffi is a client and was not compensated for his testimonial. His testimonial may not be representative of the experience of other clients and is not indicative of future performance or success. CRN202706-8920847

Contact

Tel. +1 914 372 2963

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Address

Barnum Financial Group
565 Taxter Rd, S-625
Elmsford, NY 10523

CHECK THE BACKGROUND OF YOUR FINANCIAL PROFESSIONAL ON FINRA'S BROKERCHECK.  SECURITIES AND INVESTMENT ADVISORY SERVICES OFFERED THROUGH QUALIFIED REGISTERED REPRESENTATIVES OF MML INVESTORS SERVICES, LLC. MEMBER SIPC. (SIPC.ORG). 6 CORPORATE DRIVE, SHELTON, CT 06484, TEL: 203-513-6000. CRN202606-4365220

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