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Baron Financial Group, LLC

This Office:

16-00 Route 208 South
Fair Lawn, NJ 07410
Phone: (866) 333-6659

Primary Office:

16-00 Route 208 South
Fair Lawn, NJ 07410
Phone: (866) 333-6659

Other Offices:

1990 Main Street, Suite 750
Sarasota, FL 34236
Phone: (941) 922-1365
View

55 Madison Avenue, Suite 400
Morristown, NJ 07960
Phone: (866) 333-6659
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Midtown
New York City, NY 10036
Phone: (866) 333-6659
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Advisors At This Office
Victor Cannillo Multilocation flag
NAPFA-Registered Financial Advisor
Laura Mattia, CDFA, CFP®, CRPS, MBA Multilocation flag
NAPFA-Registered Financial Advisor
James Shagawat, CFP®, ChFc, MBA Multilocation flag
NAPFA-Registered Financial Advisor
Associates At This Office
Anthony Benante
Nicholas Scheibner

Baron Financial Group, LLC

4 NAPFA members run our full service wealth management firm, providing investment management as well as comprehensive financial planning.

 

Baron Financial Group is a true NAPFA Fee-Only firm; there are no hidden fees or commissions. We are not paid to recommend any specific product. We work solely for you and are only compensated by you. Our decisions on your portfolio are 100% merit based. They are unbiased, independent and objective. As fiduciaries, we have a legal obligation to put your interests above our own. Therefore, there is a mutual goal between your success and our objectives.

 
Our investment strategies use proven Nobel Prize winning principles of asset allocation and risk management to build broadly diversified customized portfolios. Our planning services include, but are not limited to: ongoing retirement planning specializing in efficient withdrawal strategies, review of estate documents and insurance policies, purchase and sale of real estate, giving arrangements to your children and coordination with your attorney and accountant.
 
A team of experts, not an individual, will keep your hard earned lifetime assets secure.