The SKG Team at Barnum Financial Group, Elmsford NY

SKG team handles my plan-
The team is amazing - service is on point.so happy I made the change from one of the big competitors!

We are 100% impressed with our money management. Ryan's attention to detail and business acumen are top notch. We are blessed to be associated with this company.

Big shout out to Ben Soccodato and his team at Barnum! Money is emotional and they are so compassionate and professional. They are responsive and pro-active and I truly feel like they are in my corner. I always look forward to my quarterly chats and getting into all the details. Plus Ben always asks how I’m doing personally. It makes a big difference!

We have been so grateful for the support we have received from the SKG team. Anthony Maiuolo, Destiny Morris, and Jonathan Rosen at Barnum continue to be amazing. We have had help with financial planning, estate planning, and tax preparation. Every request we have made has been met with prompt and professional service. As an example, today, within two minutes of sending an email to Anthony, he called and we arranged for the purchase of a water heater and a plan so that we could meet our dream of retirement.

I genuinely appreciate the work of Ryan Wright and the entire team at SKG Barnum. They patiently walk me through their research on the markets and let me know what will work for me. They even handle details like Fed Ex envelopes and such! Smart, respectful, and great to work with.

I was introduced to SKG Barnum as part of my last company’s off boarding process. I am so glad I decided to take the opportunity to discuss my investment options. Ryan Wright is my financial planner. He is so very patient, explains things to you in such a way that you can understand, and Ryan goes above and beyond to help support me in my future. He is a great teacher and the options SKG provides are good. Thank you Ryan and SKG!

I worked with Jared who I have to complement on his professionalism in handling my scheduling difficulties. The analysis of my personal finances really helped me to understand how to gauge my retirement expenses while incorporating inflation and appreciation of my assets. I especially appreciated the method of explaining the potential impact of short term volatility on long term equity.

The team at SKG Barnum is amazing. Aside from being incredibly smart and on top of things, they're patient, kind, and truly care about each and every one of their clients. I've had a few different financial advisors in the past, and I've never felt more confident or in better hands.

Chris Kampitsis is an absolute pleasure to work with. He explains all things finance in a way that makes sense to me. His suggestions are just that, suggestions. Therefore I always feel like it's up to me to make an informed decision about next steps.

As a hospital-based physician retiring in 2022 I faced myriad changes and mountains of paperwork, phone calls placed on hold by the hour, correcting the same errors over and over again. Deadlines loomed everywhere including a 30 day window for converting the group term life policies to individual policies. When I contacted the designated insurance company, I was immediately advised that our financial situation might not be best served by life insurance and offered the financial planning services of Ben Soccodato without charge. I had not heard of Barnum Financial Group and trusting advisors is not my forte but I accepted the zoom appointment with Ben Soccadota. He and his assistant Destiny Morris became my trusted outside advisory team gently guiding effective use of our time and focus.

The Barnum retirement services are rationally constructed and well explained along with appropriate strategies for me to implement within our existing professional money management services. Through zoom meetings and a very thoughtful webinar, I was finally able to establish a flexible timeline for financial decisions that will be most helpful regardless of what the future brings. Estate planning was too overwhelming while retiring until I attended the Financial Fitness Webinar led by Chris Kampitsis and Ben Soccodato. It went beyond traditional estate planning with wills and trusts to also address creating continuity for our increasing digital legacy. That is important estate planning work that I can do on my own by contacting providers and following their directions as I would for the more familiar designation of a life insurance beneficiary.

The very recently passed Federal laws and potentially important legal changes expected in the next few years were well-explained. We were also able to increase the rate of return for our cash reserves without significant effort and now know how to think about Roth conversions for retirement accounts. Ben has educated us to be masters of our own finances in retirement. Ben Soccodato and Destiny Morris provide 5 Star plus service!

I have had the pleasure of working with Ben, Destiny, and Jessica since 2017 and recently with Natalina on Medicare. I cannot praise this team enough. They have been informative, patient and kind as they have guided me through investment decisions, always mindful of my concerns and goals, and never pressuring me. I feel confident that this team puts their clients first as they work tirelessly in a seamless fashion to provide the best financial advice offering products which are individually tailored to my needs. They are very responsive and easy to get in touch with and always take time to answer questions and explain how various products operate and perform, as well as the general state of the economy and market. I’ll be on Medicare soon, and Natalina was extremely informative, providing much needed guidance. This is a team you will be more than happy to work with!

When I was lucky enough to take a seminar lead by this group I had credit card debt, hospitals bills and not much saved for a retirement. They put me on a budget, that paid off my CC debt, then hospital bills. I am now in the black and saving. The peace of mind that came with this good care, honest results and sound investment advice will allow me a happy, worry free retirement. Bonus - you can't meet nicer, smarter people to work with which means a lot. They saved my quality of life. Thank you always Chris and Jared.