Jason Matarazzo
- Role
- Financial Advisor at Barnum Financial Group
- Location
- Shelton, CT, US
- LinkedIn followers
- 500 followers
About Jason Matarazzo
Results-driven finance professional with extensive experience in financial analysis, risk…
Experience
Financial Advisor
Jul 2014 — Present
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.
Education
University of Connecticut in London
International Finance
2011
University of Connecticut
International Economics, Finance
2006 — 2011
Skills
- Estate Preservation
- Securities
- Rollovers
- Permanent Life Insurance
- Asset Allocation
- Options
- Investments
- Retirement Strategies
- Wealth Management
- Guaranteed Lifetime Income
- Series 7
- Traditional Ira
- Portfolio Management
- Equities
- Income for Life
- Fixed Annuities
- Fixed Income
- Microsoft Excel
- Series 63
- Long Term Care Insurance
- Bonds
- Sep Ira
- 401k Rollovers
- Mutual Funds
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