Kelly Laufer

Kelly Laufer

Administrative Assistant

 

Kelly has been with Barons full-time since 2016. Although the youngest of the administrative assistants, her knowledge of processes is extensive, being that she has been trained directly by Marianne. Kelly deals mainly with taking care of clients, opening accounts, tracking fund movement, and preparing for client meetings. Kelly is also responsible for the training new assistants. Born in South Carolina, but with roots here on Long Island, she’s a fun mix of the two regions – combining open and gracious southern hospitality with tenacious northern persistence when it comes to getting tasks done. Kelly enjoys checking out Long Island’s dog parks with her pup, Ava, writing poetry, and spending time with friends and family.

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