Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.
YEARS AS A
One central tenet of
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.
The “plus” being what our
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.
IN ASSETS UNDER MANAGEMENT
Each dollar is a testament
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.