Our Services

Barons Financial Strategies offers many services to its clients, chiefly financial planning, insurance and investments.

Financial planning

 

  • College planning: tuition costs can be managed with investment in 529s
  • Elder Planning: caring for aging relatives is becoming more common and advanced planning makes a challenging situation easier
  • Estate Planning: creating trusts for the benefit of future generations

 

 

  • Retirement plans: all types of IRAs; 401(k)s; 403(b)s; Pensions
  • Social security: an important aspect of your overall retirement plan
  • Taxes: tax withholding calculation and accuracy, tax harvesting if required

 

Insurance

 

  • Life insurance: term, whole, dental, disability
  • Annuities: Variable, Fixed and Indexed

 

 

  • Long Term Care: as people are living longer, LTC insurance has become more and more necessary

 

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.