About BARON FINANCIAL GROUP LLC
BARON FINANCIAL GROUP LLC is a leading financial advisory firm that specializes in offering customized solutions for individuals and businesses. With a team of highly experienced professionals, BARON FINANCIAL GROUP LLC has been providing financial planning and wealth management services for over 15 years.
As one of the top financial firms in the industry, BARON FINANCIAL GROUP LLC has been recognized for its expertise in providing a wide range of financial services, its commitment to client satisfaction, and its innovative approach to wealth management. Read on to learn more about the key takeaways, facts, and insights about BARON FINANCIAL GROUP LLC.
How does the advisor help clients – Key Takeaways:
- Offers customized financial solutions for individuals and businesses
- Highly experienced team of financial professionals
- Recognized for its expertise, commitment, and innovative approach to wealth management
Facts and Insights:
BARON FINANCIAL GROUP LLC has been in business for over 15 years and currently manages over $500 million in assets under management. The firm has a team of 10 advisors who are dedicated to providing personalized financial solutions for clients.
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered:
- Financial planning
- Wealth management
- Retirement planning
- Estate planning
- Tax planning
- College planning
Client Types:
- Individuals
- High net worth individuals
- Small businesses
- Corporations
Fees & Compensation:
BARON FINANCIAL GROUP LLC charges a percentage of assets under management as its management fee. The firm may also charge additional fees for certain services such as financial planning or estate planning. Clients can discuss their specific fee structure with their assigned advisor.
Background:
BARON FINANCIAL GROUP LLC was founded by John Baron, who has over 20 years of experience in the financial industry. He holds a Master of Business Administration (MBA) and is a Certified Financial Planner (CFP). The firm has a team of highly qualified and dedicated financial professionals who work together to provide personalized solutions for clients.
Financial Advisor Disclosures to Know:
BARON FINANCIAL GROUP LLC is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). The firm has no disclosures to report, which means that it has a clean record with no reported regulatory or legal issues.