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:

  • Very personalized service
  • A research-based, highly diversified quality approach
  • Low institutional costs
  • Asset allocation designed for your personal needs
  • Access to a team of money managers
  • Disciplined, continuous money manager monitoring
  • Formal investment policy statement
  • Customized reporting
  • On-going client-focused financial advice

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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