Review James S. Martin At Barnum Premier Client Group In connecticut, united-states
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James S. Martin At Barnum Premier Client Group
45 Glastonbury Blvd
Hartford,Others
Connecticut,United-states - 06033
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Detailed description is My practice is focused around the development of wealth management strategies that enable my clients to accumulate and preserve assets.
Our team works with individuals and families to help them accumulate, preserve, and grow their wealth, taking into account the different challenges and opportunities each generation may face.
My practice takes a multigenerational approach where we go beyond a simple needs analysis.
It is our mission to make a positive difference in our client’s lives by helping them achieve the future they want.
I specialize in working with high net worth individuals, families, and business owners by delivering a specialized experience.
Located in Glastonbury, Connecticut, our firm is proud to be part of this community and to serve families and businesses in the greater Hartford area as well as the Westchester County in New York.
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Areas of Focus: .
Investments .
Retirement Planning .
Tax Advantaged Investing .
Estate Conversation Strategies.
Risk Management.
Performance Evaluation.
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I began my career as a financial advisor at Morgan Stanley where I developed extensive experience in both equity and fixed income investments.
Throughout my career, I have earned numerous honors and recognition.
In 2012, I was named a Five Star Wealth Manager* in Connecticut.
To receive this accolade, those nominated are evaluated against ten objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients.
I am a graduate of the College of the Holy Cross in Worcester, MA..
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I am licensed to sell insurance in: AZ, CO, CT, FL, MA, MD, NH, NJ, NM, NY, OH, PA, RI, TN, VA.
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I am licensed to sell securities in: AZ, CO, CT, DC, FL, GA, LA, MA, MD, NH, NJ, NM, NV, NY, OH, PA, RI, TN, VA, WA.
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I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC., Member SIPC (www.sipc.org).
Barnum Premier Client Group is not a subsidiary or affiliate of MML Investors Services, LLC.
or its affiliated companies.
Supervisory address: 6 Corporate Drive, Shelton, CT 06484.
203-513-6000
Established in the recent years james s.
martin at barnum premier client group in hartford , connecticut in united-states.
This is a well known establihment acts as one-stop destination servicing customers both local and from other of the city.
Over the course of its journey , this business has establihed a firm hold in the [category].
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Foods is provided with high quality and are pretty much the highlight in all the events in our lives.
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martin at barnum premier client group is famous for the same.
This has helped them build up a loyal customer base.
They have started a long journey and ever since they have ensure the customer base remains the same and growing month on month.
As they are located in favourable location , becomes the most wanted space for the tourist.
For any kind and assistance , it is better to contact them directly during their business hours.
Premises has a wide parking area and need to avail special permissions for parking.
Pets inside the premises are not allowed and require additional permission.
Cashless payments are available and extra charges for the credit cards are levid.
They are listed in many of the food delivery networks for home delivery with appropriate charges.
They accept cards , cash and other modes of payments
Tips are not actually encouraged but customers are willing to offer any benefit as needed.
There you can find the answers of the questions asked by some of our users about this property.
This business employs inviduals that are dedicated towards their respective roles and put in a lot of effort to achieve the common vision and goals.
It is a effortless task in communiting to this establishment as there are various modes available to reach this location.
The establishment has flexible working timings for the employees and has good hygene maintained at all times.
They support bulk and party orders to support customers of all needs.
Frequently Asked Questions About This Location