Jason Feldman, Wealth Management Advisor, Barnum Financial Group

Jason Feldman, Wealth Management Advisor, Barnum Financial Group I am licensed and registered to offer products and services in several states. Licenses and registrations will vary. Member SIPC.

Please contact this office for further information. Securities, and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. www.sipc.com. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000. Domiciled in NY AR License # 4689021, CA License # 0F55397

The consequences of filing taxes late are serious. If you wait too long and miss the deadline for filing your taxes, the...
02/16/2023

The consequences of filing taxes late are serious. If you wait too long and miss the deadline for filing your taxes, there are several things you should know about what happens when you are late on taxes. CRN202601-3835947
https://bit.ly/3xsIhHD

You need to protect the funds you’ve been building over the years from taxes, inflation, and other market challenges. Th...
02/16/2023

You need to protect the funds you’ve been building over the years from taxes, inflation, and other market challenges. Think about rolling over your qualified retirement savings accounts into a fixed annuity to defend against market risk and guarantee your income. https://bit.ly/3I7BDeJ.

: Overwhelmed with work? Don’t have a breakdown. Instead, break down big projects into small, manageable steps to build...
02/16/2023

: Overwhelmed with work? Don’t have a breakdown. Instead, break down big projects into small, manageable steps to build momentum.

Talking about your finances is easy to put off until tomorrow. I can help you get the conversation started.
02/15/2023

Talking about your finances is easy to put off until tomorrow. I can help you get the conversation started.

Have you received a bonus from your employer recently? Bonuses can affect your tax burden in various ways. Therefore, it...
02/13/2023

Have you received a bonus from your employer recently? Bonuses can affect your tax burden in various ways. Therefore, it's crucial to understand how bonuses are taxed to plan accordingly. CRN202601-3835947
https://bit.ly/3IuFYud

The Back-to-Basics series, presented by Barnum, is designed to answer those questions that are on everyone's mind. When ...
02/09/2023

The Back-to-Basics series, presented by Barnum, is designed to answer those questions that are on everyone's mind. When searching for health insurance, it is essential to consider various factors to help you choose the best policy.
CRN202601-3835947
https://bit.ly/40Nq4Sv

: Communication during a crisis is critical to keep the business on track. Let employees know what's going on or they’l...
02/09/2023

: Communication during a crisis is critical to keep the business on track. Let employees know what's going on or they’ll write the story themselves.

You have an opportunity to leave a legacy. Let’s talk about what you want it to be.
02/08/2023

You have an opportunity to leave a legacy. Let’s talk about what you want it to be.

February’s Barnum Report is live! Check out our articles about soft skills, how to obtain health insurance and life insu...
02/07/2023

February’s Barnum Report is live! Check out our articles about soft skills, how to obtain health insurance and life insurance, what happens when you file your taxes late and more! CRN202601-3835947
https://bit.ly/3YsZPzv

: Actions speak louder than words. Monitor how employees are using their benefits (or not) to see if it’s time to reeva...
02/02/2023

: Actions speak louder than words. Monitor how employees are using their benefits (or not) to see if it’s time to reevaluate what you offer.

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New York, NY
10017

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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+16468139527

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