Baron Financial Group
Baron Financial Group (BFG) offers financial planning and investment management services, focusing on “Your Personal Economy”. We are driven by principles of integrity, competence, and trust. We do not sell any products - our sole compensation comes from clients (no 3rd parties). As a Registered Investment Adviser, we are held to a fiduciary standard and must put the interests of our clients first. Our diversified investment recommendations* consider your financial circumstances, investment experience, goals and comfort with volatility. Our clients include individuals, families, and organizations, with experience working with retirees, women facing life changes, and families with special needs. We are also fluent in Spanish: http://baron-financial.com/es/* Disclosure: Every investment strategy has the potential for profit or loss.
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Verified contacts
13
available on Kipplo
LinkedIn employees
15
1 to 10 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
13 contacts with verified email or phone · masked until revealed.
- AB
Anthony Benante
Wealth Management Principal · Finance & Accounting
EmailPhone - VC
Victor Cannillo
Wealth Management Principal · Finance & Accounting
EmailPhone - AL
Angela Ludvigsen
Client Service Associate · Customer/Client Service
EmailPhone - FW
Fran Weizman
Administrative Services · Operations
EmailPhone - JG
James Gannotta
Business Development · Sales & Business Development
EmailPhone - LD
Lucy Derobertis
Client Services · Customer/Client Service
EmailPhone
Showing 6 of 13 verified contacts
Top roles at Baron Financial Group
9 distinct titles indexed · top 9 shown.
- 4wealth management principal
- 2client services
- 1administrative services
- 1business development
- 1client service associate
- 1financial advisor
- 1financial analyst
- 1napfa associate & associate financial planner
- 1wealth manager
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