Joseph Todice

Joseph Todice Financial Planner
Investment Advisor Representative
Financial Services Representative Licenses and registrations will vary.

With over 16 years of experience in the financial services industry, I have a depth of knowledge in the area of retirement planning. I serve as the **Tax Sheltered Annuity (TSA) representative for a number of local school districts working with educators and administrators to leverage their retirement benefit and savings programs to meet their long-term needs. I am licensed and registered to offer

products and services in several states. Please contact this office for further information. Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC (www.sipc.org). 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000

**Barnum, its agents, and representatives do not provide tax and/or legal advice. Please seek the assistance of an attorney and/or tax advisor based on your individual circumstances.

How much life insurance coverage do you need? This guide walks through each major life stage and what life insurance sho...
05/29/2026

How much life insurance coverage do you need? This guide walks through each major life stage and what life insurance should, and shouldn't, be doing for you at each one.
Read More: https://bit.ly/4dMgjve


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529 Plans are more powerful than ever and account for more than 30% of all education savings plans and are the most popu...
05/27/2026

529 Plans are more powerful than ever and account for more than 30% of all education savings plans and are the most popular of their kind. It’s never to early to get the facts about college planning. Click to learn more: https://bit.ly/42VafM3


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Retirement planning is an ongoing, fluid process with many pitfalls along the way. Here are six of the most consequentia...
05/20/2026

Retirement planning is an ongoing, fluid process with many pitfalls along the way. Here are six of the most consequential retirement mistakes. What they look like, why they happen, and how to avoid them.
Read More: https://bit.ly/4v4wMlI


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Scammers are getting creative… don’t fall for it 🚨If it feels off, it probably is.Pause. Verify. Protect your informatio...
05/19/2026

Scammers are getting creative… don’t fall for it 🚨
If it feels off, it probably is.
Pause. Verify. Protect your information.
Stay one step ahead—and when in doubt, ask questions.



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What is Disability Income insurance? It’s one of the most overlooked pillars of personal financial planning. yet the ris...
05/13/2026

What is Disability Income insurance? It’s one of the most overlooked pillars of personal financial planning. yet the risk of disability is real. Find out if you’re protecting your greatest asset…your income. Click to read more!

https://bit.ly/4eKFRuT


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This Mother’s Day, we celebrate the strength, love, and dedication of all the incredible mothers who lead with purpose a...
05/10/2026

This Mother’s Day, we celebrate the strength, love, and dedication of all the incredible mothers who lead with purpose and heart 💐

Your guidance and support shape not only your families, but the communities around you. Today, we honor you.

April showers have brought us May flowers…and more articles for the Barnum Report. We’ve got the answers you need about ...
05/07/2026

April showers have brought us May flowers…and more articles for the Barnum Report. We’ve got the answers you need about retirement planning, education funding and since it’s Disability Income Insurance Awareness month, we’ve got you covered there as well!
• What is Disability Income Insurance? A Basics Guide to Protecting Your Income
• 529 Plans Are More Powerful Than Ever. Are You Taking Advantage?
• 6 Retirement Mistakes to Avoid. And How to Fix Them.
• Life Insurance at Every Life Stage: How Much Coverage Do You Actually Need?

Read More: https://bit.ly/3P2o3B5



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Join us for a complimentary webinar covering the financial planning essentials you need to know:✅ Budgeting & emergency ...
02/24/2026

Join us for a complimentary webinar covering the financial planning essentials you need to know:
✅ Budgeting & emergency funds
✅ Portfolio construction & tax strategies
✅ Retirement, insurance & estate planning

📅 Tuesday, March 3 | 11am ET
Presented by Jeremy Hus, MSFS, CFP®️, CASL®️, CLU®️, ChFC®️, CCPS®️, CEPA – Vice President, Financial Planning at Barnum Financial Group

Register now: https://bit.ly/4sdERDc


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As we step into 2026, it's essential to understand the economic outlook and the forces shaping the investment landscape....
01/29/2026

As we step into 2026, it's essential to understand the economic outlook and the forces shaping the investment landscape. Read More: https://bit.ly/4kgVZoD CRN202811-9947116

Address

6 Corporate Drive
Shelton, CT
06484

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+12035136033

Website

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