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.

Let the fall festivities begin! But more importantly, it’s open enrollment season, and we’ve got you covered with three ...
10/07/2026

Let the fall festivities begin! But more importantly, it’s open enrollment season, and we’ve got you covered with three of our four Barnum Report articles focused on open enrollment.
• Open Enrollment Guide: What to Review Before the Deadline
• High-Deductible vs. Low-Deductible: How to Actually Choose the Right Health Plan
• Why High-Net-Worth Individuals Are Moving Beyond Stocks and Bonds
• The HSA Advantage: Why This Account Deserves More Attention During Open Enrollment

https://bit.ly/4ybEXOa

CRN202909-12132758

The question that's been burning through all business solutions circles. What is a Buy-Sell Agreement and Does Your Busi...
09/30/2026

The question that's been burning through all business solutions circles. What is a Buy-Sell Agreement and Does Your Business Need One? If you’re not sure, check out this article now!

Read More: https://bit.ly/4hmX2Un

CRN202908-11914229

When buying life insurance one decision is what company to choose. Here are 7 ways to choose the right life insurance c...
09/23/2026

When buying life insurance one decision is what company to choose. Here are 7 ways to choose the right life insurance company for you and your family. Don’t forget that September is Life Insurance Awareness Month and what better time to learn about life insurance than now!

Read More: https://bit.ly/4xEpiGI

CRN202908-11914229

Estate planning at the $10M and above level is a fundamentally different conversation than it is for most families. Find...
09/18/2026

Estate planning at the $10M and above level is a fundamentally different conversation than it is for most families. Find out what changes at this level for many HNWIs.

Read More: https://bit.ly/4y56CkA

CRN202908-11914229

Your employer benefits are a great start. They may not be the whole picture.Join us for The Coverage You Think You Have ...
09/15/2026

Your employer benefits are a great start. They may not be the whole picture.
Join us for The Coverage You Think You Have to learn what your workplace plan typically covers, where it stops, and how personal life and disability income coverage can close the gap.
📅 September 23, 2026
🕚 11:00 AM ET

Presented by Brian Parmelee, Kourtney Zando, and Beverly Wright

Reserve your spot today:
https://bit.ly/4rlzlPC


CRN202909-11956329

September is Life Insurance Awareness Month! So, here are 6 life insurance questions you should ask yourself when acquir...
09/14/2026

September is Life Insurance Awareness Month! So, here are 6 life insurance questions you should ask yourself when acquiring life insurance, one of the strongest financial moves to make.

Read More: https://bit.ly/4gR8oQ6

CRN202908-11914229

The summer has ended. School is starting. Many of us are falling back into our daily routines. But you know what’s not c...
09/10/2026

The summer has ended. School is starting. Many of us are falling back into our daily routines. But you know what’s not changing? Your monthly Barnum Report featuring four brand-new articles! This September, we’re honoring Life Insurance Awareness Month with two articles about life insurance! We’ve got:
• 6 Life Insurance Questions You Should Ask Yourself
• Estate Planning at $10M and Above: What Changes At This Level?
• 7 Smart Ways To Choose the Right Life Insurance Company
• What is a Buy-Sell Agreement And Does Your Business Need One?
CRN202908-11914229

It's important to be prepared, so hopefully, you’ve already avoided these 5 social security mistakes, but just in case, ...
09/01/2026

It's important to be prepared, so hopefully, you’ve already avoided these 5 social security mistakes, but just in case, let’s review.

Read More: https://bit.ly/4i6M9Xu

CRN202907-11773768

Key Person Insurance is important for every business owner. If one of your best employees can no longer work, what will ...
08/26/2026

Key Person Insurance is important for every business owner. If one of your best employees can no longer work, what will you do? Find out all about key person insurance.

Read More: https://bit.ly/4xYUp09

CRN202907-11773768

When should you retire? It’s a series of interconnected decisions and calculations, each of which affects the others. Th...
08/21/2026

When should you retire? It’s a series of interconnected decisions and calculations, each of which affects the others. This article dives into all your questions.

Read More: https://bit.ly/4qxqgmi

CRN202907-11773768

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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