Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Click on the video below to learn more.
For more information on Fee-Only Advisors, read our “What Does Working with a Fee-Only Advisor Mean for You?” blog post.
For more information on NAPFA (National Association of Personal Financial Advisors), click here.
If you are looking for an independent, Fee-Only Advisor, that acts as a fiduciary, reach out to the Baron Financial Group Team.
Victor Cannillo: When you have good people, with the same common cause and the same purpose, which in our case is to deliver and do the right thing by clients- that is how we came together.
Nicholas Scheibner: What you can expect from the Baron Financial Group is really personalized service; when someone calls in, we know their name, we know their situation and it’s a team here.
VC: People are tired of dealing with these big brokerage firms, so they are looking for a relationship where the people work for me, and it is independent. When prospective clients come in, we say, “follow the money,” that is where the advice is going to be crafted. Ours is whatever the best solution is for the client.
Anthony Benante: We focus on constructing a plan for each client and it is a customized strategy for those clients; we educate the client as to what is going to happen with that strategy, and it is a strategy based on diversification.
Continue reading Introducing the Baron Financial Group Team – Video
Start by choosing one who listens to you…
Baron Financial Group is a member of NAPFA (National Association of Personal Financial Advisors). We are a Fee-Only firm that is compensated solely by the clients, not by the purchase or sale of a financial product. Our fiduciary responsibility is to put the best interests of our clients first.
Watch the video to see what characteristics NAPFA recommends when looking for a financial advisor.