It's All
About You

It's Your Money

It's All
About You

Your Goals and Needs

It's All
About You

Your Risk Tolerance

INVESTMENT PLANNING

Whether you are just starting to save for your future, or are a seasoned investor, we have decades of financial management experience to direct you towards reaching your objectives. Everyone has different concerns such as needs, goals and risk tolerance. These are considered when building your portfolio.

RETIREMENT PLANNING

We assist clients at every stage of retirement and distribution planning, building and preserving client wealth by effectively guiding wealth distribution during your retirement years.

ESTATE PLANNING

We can help create legacies for the benefit of future generations. We work with our attorney or yours to make sure that your estate transfers seamlessly.

LIFE EVENTS

We’re there for you concerning any life event – having children, changing jobs, marriage, divorce or death.

TAX PLANNING

We help provide tax strategies and planning for our clients. We believe the key to efficient tax filing is not how much you pay in taxes; it’s what you have left after your taxes are paid. In our conversation with your accountant, we’re able to assist with tax harvesting and planning.

TRUSTED

Five Year Ethics Approved - International Association of Registered Financial Consultants

  • Nassau County Police Reserves
  • New York Veterans Police Association
  • New York Fraternal Order of Police
  • Divorce Financial Planners
  • Wealth Advisory Institute

 

Call us today at (631) 439-4670

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24 YEARS AS A FIRM

One central tenet of Barons Financial is that financial stability truly adds to quality of life. Barons Financial founder, Brian Farkas, found this out at the young age of sixteen when his father passed away leaving the family on shaky ground. The solid financial ground and quality of life that Brian eventually found for his family is what Barons Financial strives to accomplish for you and all clients.

OVER 60 PLUS YEARS OF EXPERIENCE

The “plus” being what our clients bring to the table. Our clients’ experience factors greatly into our financial planning process. It is your money, your call. And it is our 60 years of experience that will help us guide on your journey to reach your financial goals. It is all about YOU.

OVER $190 MILLION IN ASSETS UNDER MANAGEMENT

Each dollar is a testament to the trust that our clients have in us, which we do not take lightly. We continually look to keep that trust by truly knowing our clients – their needs, goals, and risk tolerance.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck