Baron Financial Group, LLC

Financial Planning Consultants, Financial Services, Investment Securities

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Today: Closed

Tomorrow: 9:00 am - 8:00 pm

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(201) 791-6408Call Visit WebsiteVisit Website Map & DirectionsDirections16-00 State Rt 208Fair Lawn, NJ 07410 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 8:00 pm
Sat:	9:00 am - 12:00 pm
Sun	Closed

Places Near Fair Lawn with Financial Planning Consultants

Paramus (4 miles)
Ridgewood (4 miles)
Paterson (5 miles)
Passaic (9 miles)
Hackensack (9 miles)
Clifton (10 miles)
Teaneck (11 miles)
Wayne (13 miles)
Englewood (14 miles)
Montclair (14 miles)

More Info

Email: Email Business
BBB Rating: A+
BBB Rating and Accreditation information may be delayed up to a week.
Extra Phones: TollFree: (866) 333-6659
Payment method: check, mastercard, visa
Location: Conveniently located on Route 208 South, between Maple Ave. and Fair Lawn Ave. in Fair Lawn.
AKA: Baron Financial Group
Other Link: http://www.baron-financial.com
Categories: Financial Planning Consultants, Financial Services, Investment Securities

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Details

Phone: (201) 791-6408

Address: 16-00 State Rt 208, Fair Lawn, NJ 07410

Website: http://www.baron-financial.com

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Baron Financial Group, LLC

Tax Planning
Charitable Giving
James helps design retirement income strategies for clients to create a “Paycheck System” for when you are no longer receiving income from your work life. Our “Life Planning” helps clients with home and car purchases, charitable giving, and long-term care and Medicare, as well as anything to do with a dollar sign.
Roth IRA
Income Tax

Investment Management
Your money is held in custody at an independent custodian, not with Baron Financial Group. We choose to use Charles Schwab as the custodian, based on their ability to provide competitive trade execution, cybersecurity and fraud protection, research, and other services which will help us in providing investment management services to clients.
Wealth Management
Anthony is a Wealth Management Principal with Baron Financial Group. He enjoys working with clients to design and manage risk-appropriate investment strategies. He holds the lead position on Baron’s Investment Committee, oversees trading operations and is the main contributor to Baron’s quarterly newsletter.

Financial Planning
We recognize that the financial planning challenges faced by families with special needs members are significant. When it comes to planning for the special needs community, the need for financial professionals with knowledge and experience is required to meet the specific challenges of these families. We take great pride in helping families quantify and plan for today’s needs and those that are likely to follow.
Retirement Planning
Victoria Cannillo, a Financial Analyst at Baron Financial Group, is quoted on this topic, answering a reader’s question on NJMoneyHelp.com by Karin Price Mueller, “My husband left his assets to our daughter. What can I do?”, originally published in January 2024. Having a beneficiary for a pension plan is very important, since...
Long Term Care
Explaining the pros and cons of Long Term Care Insurance and other Health-Care Plans, such as Medicare and HSA Policies
College Funding

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