Jeffrey R. Blanco
Financial Services Executive, Registered Representative at Barnum Financial Group
- Role
- Financial Services Executive, Registered Representative at Barnum Financial Group
- Location
- Shelton, CT, US
- LinkedIn followers
- 500 followers
Experience
Financial Services Executive, Registered Representative
Jul 2016 — Present · Shelton, CT, US
Barnum Financial Group is a full-service financial services organization. As part of a team of highly qualified financial services representatives, advisors and planners, we evaluate our clients\' current goals and identify a strategy to achieve financial freedom. I am dedicated to understanding the personal and financial aspirations of my clients, while developing customized solutions to help them achieve their objectives. My mission is to guide my clients through the fluctuating financial climate, while developing a strategy that has the flexibility to evolve as needs change and opportunities arise.
Skills
- Retirement Planning
- Investments
- Life Insurance
- Executive Benefit Strategies
- Term Life Insurance
- Employee Benefits
- Disability Income Insurance
- Mutual Funds
- Estate Conservation Strategies
- Annuities
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