Barnum Financial Group of Babylon is a Financial Planner in Babylon, NY. The firm provides guidance for financial problems, capitalizes on opportunities, and helps clients feel confident in their financial future. For 30 years, the practice has helped families plan for major life milestones with straightforward financial planning. Advisors listen to client goals and concerns to build a clear, customized plan, then monitor and adjust the strategy as life changes. The firm serves individuals, families, small businesses, corporations, government entities, and non-profit organizations. It holds a rating of 5.00 based on customer reviews.
The firm operates with the scope of a national financial services provider while delivering personalized service. Advisors are experienced professionals who act in the client's best interests, supported by internal and external resources to view complex issues from multiple perspectives. Chris Kampitsis, Managing Partner at Team SKG of Barnum Financial Group, has appeared on CNBC's Squawk Box Asia to discuss U.S. markets, AI, healthcare, and international investments. The firm’s 2024 study of Americans in the workplace found that 80% of people believe financial planning gives them peace of mind and 93% find value in working with a financial advisor. Leadership includes Paul Blanco, Founder and CEO, who began his career in 1991 and is licensed in all 50 states and DC. Mindee Blanco serves as Chief Operating Officer and leads the Wealth Strategies Division, which covers insurance, annuities, investments, and wealth management. The firm also supports the Foundation for Life, Inc., a 501(c)(3) organization focused on improving the quality of life for children and families facing challenges.
The office is located at 60 Fire Island Ave Suite 101. It sits on Fire Island Ave, just steps from the Argyle Theatre, about a tenth of a mile from West Main Street and East Main Street, and roughly a tenth of a mile from Babylon Christian School. The Babylon Public Library and the Village of Babylon government office are both about two-tenths of a mile away.
The business is known for a positive rating from the customers who have reviewed it. This reputation reflects the firm's long-standing focus on clear, empowering financial planning for residents of Babylon.