Barons Financial Strategies is independent
this means your portfolio can be personally tailored to your specifications without Barons being beholden to any particular financial institution. Access to various financial vehicles, along with sound financial sense, allows Barons to build your customized portfolio on a case-by-case personalized basis.
Brian Farkas’s investment philosophy towards:
investments - is based on the belief that the most important investment decision an investor can make is how assets should be allocated based upon the investor's objectives, goals and risk tolerance, rather than which investment to utilize. Once convinced that the recommended and agreed upon action or product is suitable as a long-term solution, then and only then, will action be taken.
risk – is to be proactive. As everyone knows, the market fluctuates. Keeping this carefully in mind, Mr. Farkas builds a portfolio based on many factors such as age, income, and client objectives.
Barons Financial Strategies staff
Our staff of experienced professionals believes in a “hands on” approach to financial guidance. Client calls will always be answered by Marianne, Kelly, Kimberly, or Stefanie during business hours. Clients don’t have to make their way through a phone tree to reach an actual person here at Barons. Not only will you find our team members friendly and knowledgeable, but you will also discover that we truly care about making your dreams a reality. As your financial professionals, we will do everything that we can to keep you focused on where you want to go, advise you on how to get there, and continually maintain a disciplined approach to realizing your dreams.