Personal Relationships. Powerful Resources.
Our team at Barnum Financial Group believe's the best financial guidance begins with trusted relationships. Jon and Harry Gladstone work closely with every client to understand their goals, develop personalized strategies, and provide thoughtful guidance through every stage of life.
While you'll always work directly with our team, we're also part of a broader financial services organization that provides access to additional planning capabilities, investment platforms, and professionals when your needs call for them. It's a collaborative approach designed to deliver personalized advice backed by the strength of an established network.
Harry Gladstone
Financial Advisor | Investment Advisor Representative
Jon M. Gladstone, MSFS, CFP®, CLU®, AEP, ChFC®, CASL®, ChSNC®,CFBS®
Financial Planner | Investment Advisor Representative | SpecialCare Planner
Jeremy Hus, CFP®, ChFC®, CASL®, CLU®,
VP, Financial Planning
John Foreman, MBA, CIMA®
VP, Investments
Kathleen A. Cassidy, J.D.*
VP, Advanced Markets
Natalina DeMeis
VP, Business Development
Niko Vamvakas, Retirement Products Consultant
VP, Retirement Planning Solutions