The SKG Team at Barnum Financial Group Taxter Rd, Elmsford

Ryan Wright at the Barnum Financial team has been my financial advisor for the last few years and the experience has been outstanding. Ryan is very attentive to your needs and tailors the solutions without pushing sales tactics. He genuinely cares about your family and financial situations and looks to optimize that as to relieve stress and prepare you for the future. He aided in preparing personal financial workbooks, short-term investments, long-term investments, and various other services as to always ensure he connects me to the right person or finds an answer for me. Ryan is incredibly responsive and always available whether you have a quick 5 minute question or want a full hour meeting. He's also just a really good dude at the end of the day and that is very important as you talk finances and prepare for the future. Thank you Ryan for the incredible service over the years and look forward to the future with you as my financial advisor!

Anthony Maioulo and the team at Barnum changed my life and set me on a course of having an earlier, stress-free retirement! I am eternally grateful for the wonderful quality of life Anthony's astute guidance has afforded me! If you are looking for someone who has your best interest at heart Anthony is your guy!!!!

David Jones at the SKG Team took over my accounts, which had been ignored by a previous manager from a different organization. For the first time ever, I understood what was happening to my investments. With David's excellent guidance and very clear communication style, we established a plan for me that met both my annual needs and my long term financial goals. Three years later, we are working steadily toward meeting them. I have complete confidence in David's guidance and deeply appreciate his commitment to my financial well-being.

After years of excellent service, David Jones at Barnum FG is undoubtedly my Financial Advisor of choice. I was rather skeptical at first, due to poor experiences with other companies/advisors in the past. On day one, I knew David and Barnum were tangibly different than the rest. He came to the table with a genuine, consultative approach. David took the time to ask me important and thought-provoking questions that helped us decide on, together, an investment strategy that is in my best interest. Although David is clearly a knowledgable expert in the space, he did not make assumptions about my needs. He took the time to understand where I'm at, and where I want to be in the short and long term. Based on my specific situation, he helped to tailor an investment strategy that aligns with my goals. He continues to go above and beyond to add value for me on a regular basis - which is why I recommend him to my closest friends & family with full confidence.

My advisor Kevin was so helpful after my decision to leave the financial industry. I could clearly see how well supported he was by the SKG team as I asked for an array of detailed reports and questions. I plan to stick with this crew until my retirement (which is still far away)!

We have made the transition to Barnum after talking with Kevin and Anthony, right from the start they presented information to us in a way we could understand, patiently went over things more than a couple of times, didnt pressure us, put us at ease and gained our trust. Also would like to add the ladies that set up the paperwork were very competent and helpful. We look forward to a long and prosperous relationship.

We started working with Ben Soccodato in 2013. At the time, we were both working very stressful jobs but had a dream of early retirement. Ben helped us manage our assets but more importantly, he guided us through the retirement planning process: building a pre and post retirement budget, assessing our assets and what we’d need to do to maintain our lifestyle through our ‘go-go’ and ‘no-go’ years. Ben and his team was always available to help us develop our Plan B and even Plan C. With a lot of guidance, a lot of work and a little luck, we were able to retire at 60 and 62 in a beautiful new home in a gated community in Florida. Our lifestyle is even better than pre-retirement. Team SKG had been there the whole way with us. We were really grateful Ben was able to share our excitement as we celebrate the rewards of all the work we did together

I was introduced to Barnum due to changes in my employment. Anthony was assigned to help answer my questions/concerns - he was patient, listened well and drew up a proposal promptly. The biggest compliment I have for the team and Anthony - they did not hard sell their services to me. The financial industry is full of sales and not actual help. This engagement was different. I was very happy with SKG and their support. Would recommend a discussion with the team regarding your needs.

Chris and Anthony have been managing our accounts for over 5 years and we can’t be more pleased with their professionalism and expertise. They meet with us frequently and explain the accounts in a clear manner. We are very pleased with the performance of our accounts and recommend them to our family and friends. We highly recommend this group.

David Jones is polite, professional and wonderful to deal with. He takes the time to explain all our accounts in an easy to understand way which makes our relationship with him comfortable and knowledgeable. The whole team is quick to respond to concerns about a fluctuating market and I feel blessed to have such a team on my side.