About
The practice, led by David Goldwasser, focuses on helping families with dependents who have special needs. They offer a range of services, including financial planning, special needs planning, retirement planning, and protection planning. Their team of experts works closely with clients to develop tailored strategies that address their unique needs and goals. With a deep understanding of the complexities involved in planning for individuals with special needs, Barnum Financial Group provides guidance and support to help families make informed decisions and achieve financial security. Based in Elmsford, NY, the practice serves clients in the surrounding area and beyond, offering personalized service and a commitment to helping families achieve their goals.
Insurance & payment
Insurance details are not listed publicly — call the practice to confirm.
Ask about sliding-scale fees if you're paying out of pocket.
Services & specialties
Financial Planning
Financial planning is vital for securing a stable future, helping individuals set goals, create budgets, save wisely, manage debts, and invest strategically.
Special Needs Planning
Planning for a dependent with special needs is crucial to ensure their long-term care, financial security, and quality of life.
Retirement Planning
Retirement planning involves setting goals, saving diligently, and making wise investment decisions to ensure a worry-free retirement.
Protection Planning
Insurance is essential for protecting yourself and your assets from unexpected events, providing financial security, covering losses, and offering peace of mind.