Joseph Bogardus

Closed
Call
Website

Photos

6 Corporate Dr
Shelton, CT 06484
+1 (203) 513-6383
https://barnumfinancialgroup.com

Joseph Bogardus is a Financial Services Executive and Financial Planner with Barnum Financial Group in Shelton, CT, bringing extensive experience from notable financial firms including internships at Morgan Stanley and Credit Suisse. He holds various licenses and registrations, allowing him to offer a full range of financial services, including asset allocation, estate conservation strategies, and retirement planning.

Committed to providing personalized financial solutions, Joseph Bogardus focuses on diverse client needs such as college funding, long-term care insurance, and tax-saving strategies. His academic background includes a Bachelor's degree in Finance and Management from the University of Richmond, complemented by international experience studying in Spain and Argentina.

Generated from the website

Also at this address

Owner verified
See a problem?

You might also like

Charles Hite
Legal and tax services

Charles Hite

Charles Hite, a Certified Financial Planner based in Shelton, CT, draws from personal experience to guide clients in making informed financial decisions. He emphasizes the importance of strategic planning for both prosperous and challenging times, working alongside his team members to provide tailored financial services. With a focus on comprehensive financial wellness, Charles and his team offer a wide range of solutions, including retirement planning, investment strategies, and legacy planning. Their collaborative approach ensures that clients receive well-rounded support in navigating their financial journeys. Generated from the website
Peter Greco
Legal and tax services

Peter Greco

Peter Greco is a health insurance company located in Shelton CT dedicated to providing comprehensive health coverage solutions. With a focus on personalized service they aim to meet the unique needs of their clients. Their knowledgeable team is committed to helping individuals and families navigate the complexities of health insurance with ease and confidence. Generated from this place's information
Gina Magaudda
Legal and tax services

Gina Magaudda

Gina Magaudda, operating under the Barnum Financial Group, is dedicated to helping clients achieve their financial goals through personalized advice and strategic planning. Their services include protection strategies, investment management, retirement planning, and legacy planning, all focused on prioritizing clients' best interests. The team at Barnum Financial understands the complexities of financial transitions, whether it's navigating a job change or planning for retirement. By offering tailored solutions, they empower individuals and families to manage life's changes and optimize their financial futures. Generated from the website
United States›Connecticut›Shelton›Joseph Bogardus

Yext

Partial Data by Foursquare.