The SKG Team at Barnum Financial Group - Elmsford (NY)

5 /5 Doug Most: I’ve had an exceptional experience working with SKG Financial Group. Ben Soccodato is my advisor, but the entire team is outstanding! Every individual I’ve interfaced with is knowledgeable and responsive. SKG’s investment approach has consistently outperformed benchmarks without assuming an excessive amount of risk, achieving a perfect balance for my financial goals. One of the things that differentiates them from others is their willingness to evaluate my entire portfolio, including positions they don’t directly manage, and provide recommendations based on total invested capital. This "three bucket" approach to portfolio management is unique among the firms I’ve worked with or interviewed. It effectively reduces overall fees while maintaining a diversified strategy. It is one of the key elements to developing the trust that is so important with this type of relationship. I highly recommend SKG Financial Group to anyone seeking a trustworthy, results-driven financial partner.

5 /5 Karen Evans: I have been working with Ryan Wright at skg-Barnum for almost five years and his service has been outstanding. He has been providing financial guidance, building trust, and ensuring I’m on the right path for retirement. His support team is on point and thorough. I’m thankful for Ryan’s expert advice and would highly recommend sky-Barnum as financial advisors.

5 /5 Becky Litwiler: I have been working with David Jones for almost 3 years now, and I could not be happier with how he handles my account. He and his team are always professional with great response time when I have a need. When we have our meetings to review my account, David always starts out with asking how my family and I are doing and also about our business that we own. He genuinely cares about his clients and Im very happy hes handling my retirement. David is very knowledgeable and makes sure I understand what is happening with everything on my account. He makes recommendations and then explains why hes making them. Barnum is extremely lucky to have David on their team!

5 /5 joan desantis: We have been working with Chris for quite some time. He is wonderful. Helped us figure out our retirement plans and has been there with sound advice for every major financial decision. We trust his advice and we are now a few years into retirement and everything is working out as planned. Our only regret is not finding him sooner!

5 /5 Nick Vine: I started working with Anthony Maiuolo and his team at SKG Barnum six months ago and to say they have delivered on what we needed financially is an understatement. Anthony has gone above and beyond in his role as our financial planner and has displayed a level of professionalism and service rarely seen these days . Every aspect of the work Anthony and his team provide is unparalleled so thank you Anthony . I would strongly recommend Anthony and the SKG Barnum team to anyone for the services that they offer