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    ComplaintsforBarnum Financial Group

    Financial Planning Consultants
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    Complaint Details

    Note that complaint text that is displayed might not represent all complaints filed with BBB. See details.

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    Complaint Status
    Complaint Type
    • Complaint Type:
      Customer Service Issues
      Status:
      Unanswered
      I had life insurance with ******* through an employer for the last 7 years and it wasn't until after I terminated from that employer (04/16/2024) that I realized this policy was actually held third party or subcontracted out to Barnum Financial Group. Initial contact was made to me by phone 04/23/2024 by Jennifer H**** and I have been trying to speak with someone to resolve and to ensure no funds are owed to me. I have been getting the runaround with ******* and am receiving no responses from Barnum Financial Group.
    • Complaint Type:
      Customer Service Issues
      Status:
      Unanswered
      After leaving my last position in February of 2024, I was contacted by Barnum Financial Group who apparently works with ** **** ***** benefits department. They inquired whether or not I would be interested in continuing my life insurance through **** ******. I confirmed that I would and supplied my personal information several times after which time I was told I would need a physical to get my rate. I'm not personally happy with doing blood work for a third party, but went through with it. After getting my results, I never got a call back or any information about rates. I attempted to call and email my point of contacts and a general number and never got a call back. At this point it feels like a sick way for Barnum to share my personal and personal health information with my previous employer. I'm feeling violated by this process and not even sure it is legitimate, since they don't even answer phone calls. Buyers beware!
    • Complaint Type:
      Delivery Issues
      Status:
      Unanswered
      I have been asking for a Roth IRA money be distributed away from their institution so I can send it elsewhere. Over a month and no response. They are not returning calls or emails. They won't give me my retirement money.

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