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Wealth Management Services for Women

You have goals and dreams and you would like to pursue those dreams on your own terms.    Our mission is to empower you, so that you can understand, manage and take control of your finances. 

Education: We are committed to financial education, providing information to clients without the confusion of financial jargon. We answer your questions and provide you with the education you need to be comfortable and confident, so that you can make an informed decision.  As a fiduciary, we are obligated to act in your best interest.

Communication: We pride ourselves on being good listeners. Your relationship is with a team of credentialed professionals, your financial partners who take the time to get to know you and your financial life. Lean on us with any decision-making that involves your finances. 

Service: We are proud recipients, since 2013, of the Women’s Choice Award® for our service to women clients. The Women’s Choice Award® is the premier recognition award for advisors who provide quality service to their female clients.   Click here for a list of their selection criteria.

Life events that trigger the need for solid financial decisions include:

  • Preparing for retirement
  • Taking care of children
  • Divorce
  • Widowhood
  • Taking care of elderly parents

Contact Baron Financial Group at info@baron-financial.com or use the form in the contact tab.

Learn more about our wealth management services: