The SKG Team at Barnum Financial Group - Elmsford, New York

Becky L.

I have been working with David Jones for almost 3 years now, and I could not be happier with how he handles my account. He and his team are always professional with great response time when I have a need. When we have our meetings to review my account, David always starts out with asking how my family and I are doing and also about our business that we own. He genuinely cares about his clients and I'm very happy he's handling my retirement. David is very knowledgeable and makes sure I understand what is happening with everything on my account. He makes recommendations and then explains why he's making them. Barnum is extremely lucky to have David on their team!

Dylan W.

I've worked with Ben and team for six years now. He created a plan that was tailored to my unique life situation (my wife is disabled) and my long-term goals. The plan has been the right mix of risk and security. As I prepare to enter my retirement years, I'm confident that I'll be okay - and that's thanks to Ben. Not only do we have the "plan" - but we have a Plan B, Plan C, and Plan D! This gives me and my wife peace of mind as we begin this new phase of our lives. To me, when it comes to a financial advisor, I look for a combination of competency and personableness. Ben has both. He knows the markets and the options available, and he's an easy person to talk to - very educational as well. The whole team is highly professional and responsive. I recommend highly!

Robert M.

I've had the pleasure of working with Ben Soccodato and the entire SKG team for my financial planning and investment strategy, and couldn’t be more satisfied with the experience. From our first meeting, Ben took the time to understand our financial goals, risk tolerance, and provided a clear and actionable plan tailored to our needs.

Ben's level of professionalism and expertise was evident throughout, and we really appreciated how he kept us informed every step of the way. He explained complex financial concepts in a way that was easy to understand which made us feel confident about our investment choices and the future of our portfolio.

I highly recommend Ben to anyone looking for sound investment advice, whether you’re new to investing or an experienced investor. It’s clear that Ben truly values his client relationships and cares about their success. I look forward to continuing our partnership!

David A.

I couldn't be more pleased with the exceptional service provided by Kevin . Their team of knowledgeable professionals took the time to understand my financial goals and crafted a personalized strategy that has exceeded my expectations. Their expertise, transparency, and commitment to client success are truly unmatched. I feel confident and secure knowing my financial future is in such capable hands. Highly recommended for anyone looking for top-tier wealth management services! Kevin is the man !! Highly recommended

Mary A. K.

We have been working with Ben and Chris for approximately 10 years. During that time they have developed an investment and savings plan which has proved to be very sound. In addition to Ben and Chris's expertise, their support staff is a wonderful asset for their clients. We are very pleased with our relationship and look forward to continuing it. Mary Anne and Rich K

Carol G.

I've used advisors associated with American Express,
Fidelity, and independents. By far, the service I receive from the SKG team surpasses them all. All the team members are personable, diligent, and responsive. I feel very comfortable with their approach and the advice we have been given to date.

amee M.

I am very impressed, delighted and happy to work with SKG team…!
Each one of them has been very helpful in resolving any issues and responding in a timely manner, which I am very grateful for…!
Starting with Ben including Destiny, Anna and everyone, I can’t say enough…! Thank you SKG team…!

Karen K.

I cannot say enough about my financial adviser, Kevin Power. Kevin listens to your concerns and works with you to meet your investment needs. While my results may not be the same as yours, I am proof you don't need a fortune to have a secure financial future, you just need an adviser like Kevin. I recommend Kevin to my friends as it isn't every day you find an adviser who is not only good at his job, but also cares about his client. Ask yourself how often does someone who has a great financial adviser pass his/her name onto you and the answer is almost never.
Thank You Kevin and the SKG Group at Barnum Financial.