About Us

Barons Financial Strategies, Inc. was founded in 1996 based on two ideas – first and foremost that the interests of the client must always come first and secondly, to assist clients with their finances in order to build a secure future.  Barons provides extraordinary personal service in an industry that is becoming increasingly automated, thus earning a reputation for excellence among its clients and peers. For each of our clients we strive to help create financial stability and security focusing on the client’s financial independence.

Barons Financial Strategies has been helping individuals and families, as well as small and large businesses for more than two decades. We help to develop personal and/or corporate financial plans to take full advantage of all tax and growth opportunities. Brian Farkas, founder and president of Barons, provides comprehensive financial and estate planning services and prides himself on only recommending a course of action/ financial product once he is fully aware of the clients' goals and objectives.

Here is what you can expect from Barons Financial Strategies:

Barons Financial Strategies philosophy is based on the principle that education and understanding of your current financial situation is vital to successfully making prudent decisions concerning your future financial situation.  Financial education/knowledge goes hand-in-hand with financial achievement. Please allow Barons Financial Strategies to answer any questions about your current financial situation. Feel free to send an email or give a call 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.