Baron Financial Group

Wealth Management Principal

1990 Main Street, Suite 750
Sarasota, FL 34236

: 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:

CFA®, NAPFA –Registered Financial Advisor
ChFC®, CFP®

States where licensed: SEC registered

Our experience working with single, married, widowed and divorced women has enabled us to help them better plan for their goals and needs. - Baron Financial Group

Our Practice

Baron Financial Group (BFG) offers financial planning and investment management services, focusing on “Your Personal EconomySM”, the aspects of your life that are unique to you. As a Registered Investment Adviser, we are held to a fiduciary standard and must put the interests of our clients first. We do not sell any products - our sole compensation comes from clients (no 3rd parties). We are driven by principles of integrity, competence, and trust.

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: 11/11/2024 - 12/31/2025

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DISCLOSURE Information

The Women’s Choice Award® Verified Financial Advisor program was created by WomenCertified Inc., the Voice of Women, to Simplify her life by doing the homework for her, which allows her to spend less time researching and struggling over choices in today’s cluttered marketplace and more time focusing on what really matters. When she chooses to work with a Women’s Choice Award® Verified Financial Advisor, she can be confident that she is choosing a thoroughly vetted advisor that caters to and understands the women's market. This is the first and only recognition program for well-qualified advisors who are committed to the women’s market. It was started in 2013.

Financial Advisors are Verified 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 professional background checks. Financial advisors do not pay a fee to apply, be considered or qualify for the program. All qualified advisors are listed on womenschoiceaward.com. Once qualified, financial advisors may purchase additional marketing collateral such as licensed seal/badge usage, featured enhanced listing or additional promotional products. Verified 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 Verified 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® Verified Financial Advisors represent less than 1% of financial advisors in the U.S. Advisors are verified on rolling basis throughout the year. Only self-completed surveys were used for qualification for 2024.