Andrew Roselli
Financial Planner, Financial Services Representative, Investment Advisor Representative @Barnum Financial Group
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WORK HISTORY
Financial Planner, Financial Services Representative, Investment Advisor Representative @Barnum Financial Group
Shelton, CT, US
Barnum Financial Group provides a full range of investment and risk management products and services to over clients, including individuals and their families, as well as small businesses, corporations, government entities, and not-for-profit organizations and their employees in all fifty states.With offices in Connecticut, Massachusetts, New Jersey, New York, and Rhode Island, Barnum has a team of resources to help create customized solutions to fit your goals and circumstances. Barnum strives to build long-term relationships with each client through understanding, quality service, integrity, and financial education.
SKILLS
ABOUT ANDREW ROSELLI
In today’s complex world, it is more important than ever to have a financial services representative that can help you see the “big picture” and address your entire financial life. Together we will create a financial strategy that addresses both your near-term realities and your long-term challenges and goals. Throughout our relationship, I will provide the service and support you need to have confidence in the steps you have taken to achieve the financial future you want.Strategies That Meet Your Needs:InvestmentsRetirement PlanningRisk ManagementTax Reduction StrategiesEstate Conservation StrategiesEmployee and Executive BenefitsEmployee Education and GuidanceCareer Specific StrategiesI am licensed and registered to offer products and services in several states. Licenses and registrations will vary. Please contact this office for further information. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Supervisory address: 6 Corporate Drive, Shelton CT 06484.
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