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MassMutual financial professional.

James "Jamie" Bowersemail

Barnum Financial Group

6 Corporate Dr #550
Shelton, CT 06484

  • Professional Story

    AsaFinancialPlanner,Jamieservicesthefinancialneedsofindividualsandbusinesseswhilelookingtobuildlong-termrelationships.Hecollaborateswithhisclientstodeterminetheirfinancialgoalsandnavigatesthrougheachofthe6areasoffinancialplanningtohelpgetthemthere.Startingwiththeircurrentfinancialposition,theydiveintoprotectionplanning,investmentplanning,taxplanning,retirementplanning,andestateplanning.Whentheanalysisiscomplete,Jamiecanidentifysolutionsforspecificneedsorbuildandimplementafinancialplanthatcanhelpputtheminthebestpositiontosucceed.

    “I look to serve as a resource to my clients, providing them with the service, tools, and guidance they need to navigate their financial path with confidence.“

    IamlicensedandregisteredtoofferproductsandservicesinCT.Licensesandregistrationswillvary.
    DomiciledinCT.

    Education

    Bryant University (2010-2014)

    Hobbies

    Cooking
    Hiking
    Snowboarding
    Traveling

  • Languages:
    • English

  • Specialties:
    • Insurance Strategies
    • Business Owners
    • Retirement Income Planning
    • Retirement Strategies
    • College Funding Strategies
    • Estate Planning
    • Financial Education
    • Military
    • Risk Management Strategies
    • Student Loan Refinancing

  • Online Services

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