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BARON FINANCIAL GROUP

EST. AUM
$369,113,175

CONTACTS
2

CLIENT ACCOUNTS
905

Firm Details

Metro area New York City
CRD Number 144234
Website baron-financial.com
Client types

Overview

Baron Financial Group is a fee-only, fiduciary Registered Investment Adviser based in Fair Lawn, New Jersey, with a branch office in Sarasota, Florida. They specialize in comprehensive financial planning and investment management tailored to each client's unique financial circumstances, referred to as “Your Personal Economy.” Their services encompass retirement planning, tax and estate planning support, Social Security and Medicare analysis, and investment strategies aligned with individual risk profiles and goals. Baron Financial Group serves a diverse clientele, including individuals, families, retirees, women experiencing life transitions, and families with special needs, emphasizing integrity, competence, and trust in all client relationships.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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