
Leslie Traceyemail
Barnum Financial Group - Rhode Island
200 Crossings Blvd. Ste 200
Warwick, RI 02886
Professional Story
I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.
Education
Western Connecticut State University (2007-2011)
Hobbies
Reading, Violin, Piano, Hiking, Podcasting, Listening to Music (Baroque, Renaissance, Dance)
Affiliations & Memberships
NAIFA
Languages:
- English
Specialties:
- Insurance Strategies
- Business Owners
- Retirement Income Planning
- Business Succession Planning
- Risk Management Strategies
- Estate Planning
- Financial Education