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Financial Planning and Wealth Management Services

direction

Assistance with gaps identified during the complimentary analysis

Focus Plan

Advice and guided implementation of a personal financial plan.

$550 Semi-Annual Payment

CFO Plan

Multi-dimensional strategic planning and full-service implementation

$1,000 Semi-Annual Payment

Contact

vcucuzza@barnumfg.com

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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