Matthew R. Paulsen

Barnum Financial Group

This advisor will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: $25,000

Minimum client income required: $25,000

Title: Senior Financial Planner

Offering advice since: 2004

Areas of expertise:

  • Annuities
  • Business planning
  • Charitable and Planned Giving
  • Elder Issues (long-term care, pre-mortem planning)
  • Educational Planning
  • Estate Planning/Wills
  • Insurance (risk management, disability insurance)
  • Life Planning
  • Portfolio Management
  • Retirement Planning
  • Securities
  • Stocks and Bonds

Further information about Matthew R. Paulsen:

Senior Financial Planner and CFP with the Barnum Financial Group. I teach financial education at many local corporations and have a weekly radio show broadcasting to Connecticut.

Compensation and Fee Structures:

Not specified

Licenses, Certifications & Affiliations:

Series 7, 66
L&H;, CFP(R), CASL

Education:

Bachelors of Science, Providence College Finance Business Management

Will provide references upon request?

Yes


Further information about Barnum Financial Group:

Barnum Financial Group

(Size of firm: Over 100 advisors)

Barnum Financial Group, located in Shelton, Connecticut, was established in 1950. The firm currently employs over 200 Financial Representatives of which more than 115 are Financial Planners associated with MetLife Securities, Inc. We also have a support staff of 80 employees and a call center that employs 15.

At Barnum Financial Group, we consider our clients' needs, goals and dreams to be of the highest priority. We believe in the value of long-term relationships, service, integrity and uncompromised quality. It is because of these values that we are consistently the #1 MetLife Office.

With the addition of Barnum Benefits Group, we hope to open new doors for our clients and be able to provide a fully integrated approach for the business owner, executive, and employees on how they view their financial future. We have selected experienced benefit specialists within the firm to concentrate and focus on finding opportunities for solutions in our client benefit portfolios.


Contact Information for Matthew R. Paulsen

Phone: (203)689-9016
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Fax: (203)458-1167

Address for Matthew R. Paulsen:
2614 Boston Post Rd.
Guilford, CT, 06437

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