Barnum Financial Group, Westchester - Elmsford, New York

Barnum Financial Group, Westchester

Barnum Financial Group, Westchester is a well-established financial institution located at 565 Taxter Rd #625, Elmsford, NY 10523. The company has been providing top-notch financial planning and insurance services for many years, making it a trusted name in the industry.

Specialties

• Financial institution
• Financial planner
• Insurance agency

Other Points of Interest

• Wheelchair accessible entrance
• Wheelchair accessible parking lot
• On-site parking

The company has received glowing reviews from their clients, with a 5/5 average rating on Google My Business. Clients praise the knowledgeable and friendly staff, particularly mentioning David Jones, who has helped many clients secure their financial future with outstanding growth in their retirement savings. The company's commitment to personalized service and tailored investment plans has earned them a loyal clientele.

With a strong focus on financial planning and insurance services, Barnum Financial Group, Westchester is an excellent choice for anyone seeking professional guidance in managing their finances. Their convenient location, wheelchair accessibility, and on-site parking make it easy to visit or contact them for more information.

For more details or to schedule a consultation, visit their website at barnumfinancialgroup.com or call them at 43722900.

👍 Reviews of Barnum Financial Group, Westchester

Christopher D.

5/5

I moved my retirement savings to Barnum Financial Group about about 2 1/2 half years ago and have been extremely happy! My money has never grown at the rate that is has under the watchful eye of David Jones. He is very knowledgeable, but can explain to me what my options are and matches my investments to my plans for the future and retirement. I knows very little if anything about finance, but I have never felt more secure then I do now.

Jim F.

5/5

We have been clients for the past eight years and it has been a pleasure to have Barnum Financial manage our money affairs. Our team led by Chris Kampitsis has been extraordinary. Service, performance, support, client education and prudent mentoring are at the forefront of their commitment to client excellence.

Eric F.

5/5

I have been working with Chris and the team at The Barnum Financial Group for about 9 months now. The team at Barnum is great to deal with, and the personal service I've received is the best. I've received much better personal service with this team, than I ever did with the Big Bank Financial teams. I recommend giving this team a chance, they've done very good for me so far. I look forward to a long financial relationship with the Barnum team.

James G.

5/5

I have been working with my financial advisor for a couple of years now and he has made such a huge impact on my wife & I. We did everything with them...Investments, insurances, estate planning and college planning. It was great to have one place to managing our whole situation. For the first time, I feel confident in my financial future.

Jean C.

5/5

Thomas Gwin is an excellent professional
financial advisor. He is very knowledgeable and understanding. I trust his
financial advice.