Baron Financial Group

Wealth Management Principals

16-00 State Route 208 South, Suite 104
Fair Lawn, NJ 07410

: 866-333-6659

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Our clients include individuals, families and organizations, with experience working with retirees, women experiencing a life-changing transition, and families with special needs.

Certifications & Licenses:

CFP®, CFA®, NAPFA –Registered Financial Advisor

States where licensed: SEC registered

Our experience working with women who have experienced life changes such as divorce or widowhood, has enabled us to help them better understand their financial situation and plan for their goals and needs. - Baron Financial Group

Our Practice

Baron Financial Group (BFG) is a Fiduciary Financial Advisor that combines financial planning and investment management.
We are driven by principles of integrity, competence, and trust. We do not sell any products - our sole compensation comes from clients (no 3rd parties). The relationship is solely between client and advisor.

Baron Financial Group

We are also fluent in Spanish: http://baron-financial.com/es/

Services Offered and Area of Focus

Consolidating Investment Accounts
Investment Management
Financial Planning
Income Planning
Complex Social Security Review
Medicare Specialist Analysis
Tax & Estate Planning Support

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Disclosures

Disclosure: Every investment strategy has the potential for profit or loss.

Broker: Charles Schwab
Term: 2/15/2023 - 12/31/2024

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DISCLOSURE Information

The Women’s Choice Award® Financial Advisor program was created by WomenCertified Inc., the Voice of Women, in an effort to help women make smart financial choices. The Women’s Choice Award Financial Program is based on 17 objective criteria associated with providing quality service to women clients, such as educational and professional credentials, experience, and a favorable regulatory history, among other factors, including letters of validation and background check. Financial advisors do not pay a fee to be considered or to qualify for the program. All qualified advisors are listed on womenschoiceaward.com. Once qualified, financial advisors may purchase additional marketing collateral such as licensed award seal usage, featured enhanced listing or additional promotional products. Qualified advisors showing up in the featured listings on the site have paid a fee to appear there. The inclusion of a financial advisor within the WCA Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified Inc. or its partners and affiliates and is no guarantee of quality of services provided to clients or future investment success.

Women’s Choice Award® Financial Advisors and Firms represent less than 1% of financial advisors in the U.S. A total of 67 advisors were considered for the 2023 Women’s Choice Award Financial Advisor program, and 61 fully qualified. Only self-completed surveys were used for qualification for 2023. Data for the 2024 program will be available mid-2024 when the application period closes.