The SKG Team at Barnum Financial Group of Mt. Vernon

The SKG Team at Barnum Financial Group of Mt. Vernon is a wealth management firm in Mt. Vernon, NY. The firm provides guidance to help clients capitalize on opportunities and feel confident in their financial future. Serving individuals, families, small businesses, corporations, government entities, and non-profit organizations, the team offers specialized services including investment management, insurance, annuities, and protection products.

For 30 years, the firm has helped families plan for major life milestones through straightforward financial planning. The approach is centered on a personalized three-step roadmap that involves listening to client goals, creating customized plans, and providing ongoing guidance as life changes. Advisors utilize a range of internal and external resources to address complex issues from multiple perspectives. The firm provides the scope of a national provider with the personalized attention of a boutique firm.

The business is located on Taxter Rd.

The firm is recognized for its dedication to financial well-being and its commitment to helping clients achieve their long-term goals. The team is known for its experienced professionals who act in the best interests of those they serve, providing clarity and empowerment through every stage of the planning process.

The SKG Team at Barnum Financial Group of Mt. Vernon provides dedicated wealth management and financial planning services to the Mt. Vernon community.