Christian Tateo, CRPC®

Financial Advisor
Financial Services Representative
Investment Advisor Representative

Christian Tateo helps Provide Strategies for Today, Solutions for Tomorrow

My mission is to create comprehensive financial strategies to help enhance and maintain your financial position. I work with a team of highly experienced and skilled professionals that are committed to your best interests.  My resources each have specific areas of expertise to help me help you address your current financial needs and plan for the future you want.  I also offer a range of products and services including group and voluntary benefits, executive benefits, retirement and savings programs and individual financial services.

My financial services practice focuses on the needs to two groups:

• For individuals and their families, I offer a full complement of advice and strategies including retirement planning, education funding, investment advisory services and legacy succession strategies.
• For business owners and corporate executives, I offer a range of products and services including group and voluntary benefits, executive benefits, retirement and savings programs and individual financial services.

AREAS OF SPECIALIZATION:

Retirement planning including IRAs, 401(k)s, 403(b)s, and retirement income strategies
Savings and investment programs including asset allocation and investment selection
Small business strategies including succession strategies
Estate conservation strategies to create the legacy each client desires
Financial education and guidance to help clients make informed decisions with confidence

My approach is personal- I partner with you to explore your unique financial goals and aspirations. My objective is to provide superior advice and support by utilizing my team of resources and leveraging my access to a wide range of investment and protection solutions.  I'll help you to make integrated financial decisions that help grow and preserve your wealth, while planning for future generations. 

I would like to hear from you. Please Contact Me today to arrange a confidential, no obligation, initial consultation to learn more on how I'm qualified to assist you and your family in achieving your financial goals.  It will be a valuable  opportunity for you to ask questions, talk informally, and get to know me.

Whether you are a current client or a prospective one, I hope you find the educational articles, calculators, and newsletters on this website informative. Please feel free to visit often.

 

 

 

Contact Information:

Barnum Financial Group

565 Taxter Road Suite 625
Elmsford, NY 10523
 

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck