Category Archives: Recognition

Baron Financial Group Principals recognized as “Five Star Wealth Managers” for 2017

The Five Star award, administered by Five Star Professional,  recognizes service professionals who provide quality services to their clients.

Baron Financial Group is proud to announce that all three Principals, Victor Cannillo, James Shagawat and Anthony Benante, are recognized as 2017 Five Star Wealth Managers in New Jersey.  They are proud to be multi-year award recipients. The list of recipients appears in the January 2017 issue of New Jersey Monthly magazine. 

Sarasota-based Principal, Anthony Benante,  also received the 2016 Five Star Wealth Manager award in Sarasota, as seen in Sarasota Magazine, in the November 2016 issue.  This is the 3rd year in a row Anthony received this honor. 

The Five Star Professional research team applies a vigorous research and evaluation process to identify service professionals who provide quality services to their clients. Professionals do not pay a fee to be considered or placed on the final list of Five Star award winners. Five Star Professional follows standard survey practices used by other professional research organizations. The research also includes a regulatory review to provide necessary checks and balances.

Click here for a list of selection criteria and research methodology.

Baron Financial Group is committed to putting clients’ interests first, providing independent and transparent advice, by using a true team approach.  

Baron Financial Group is proud to be a Women’s Choice Award® Recipient

WCA_FinancialAdvisorsFirms_2013-16Baron Financial Group is pleased to announce that WomenCertified®, Inc., the leading advocate for the female consumer, has once again chosen us to receive the  Women’s Choice Award® for Financial Advisors for 2016, and proud to be a Women’s Choice Award Financial Firm since its inception in 2013.

We are honored to be recognized as one of the financial firms women can trust.  The list of award recipients appeared in the March 28th edition of USA Today, with a quote from Delia Passi, founder of the Women’s Choice Award®:

 “We are proud to honor them and their dedication to empowering women and their families.”

Achieving this award reaffirms the commitment Baron Financial Group has to extraordinary service in meeting the financial needs of women and their families.

 About Baron Financial Group

The Baron Financial Group (BFG) is an independent Fee-Only Wealth Management and Financial Planning firm with offices in Fair Lawn and Morristown, New Jersey, New York, New York, and Sarasota, Florida. The firm is a Registered Investment Advisor, offering objective personal financial advice to individuals without the burden of commissions.   For more information on the firm and its advisors, contact the Baron Financial Group Team.

Baron Financial Group earns “The Five Star Wealth Manager” distinction for the sixth year in a row

Baron Financial Group is proud to announce that all three partners are recognized as 2016 Five Star Wealth Managers in New Jersey, the sixth year in a row they have received this honor.  The list of award recipients appears in the January 2016 issue of New Jersey Monthly magazine.  Anthony Benante, our Sarasota-based advisor, also received the Five Star Wealth Manager award in Sarasota, as seen in Sarasota Magazine.  This is the 2nd year in a row Anthony received this honor. 

Five Star Professional conducts research to help consumers with the important decision of selecting a service professional.  The Five Star award recognizes Wealth Managers who exhibit exceptional skills and dedication and provide quality services to their clients.  The Baron team is committed to its core values of client focus, transparency, financial expertise, teamwork, unbiased advice, philanthropy and consumer education.

The Baron Financial Group Wealth Management Principals, Anthony Benante, Victor Cannillo and James Shagawat, hold some of the the top credentials in the industry, including the CFA® (Chartered Financial Analyst®), CFP®  (Certified Financial Planner™) and NAPFA (National Association of Personal Financial Advisors)-Registered Financial Advisor designations, among others.

 

Baron Financial Group earns “The Five Star Wealth Manager” distinction for the fifth year in a row, as seen in New Jersey Monthly magazine

Baron Financial Group is proud to announce that all partners are recognized as 2015 Five Star Wealth Managers in New Jersey, the fifth year in a row they have received this honor.  Award recipients and criteria can be found in the January 1st edition of New Jersey Monthly magazine.  Continue reading Baron Financial Group earns “The Five Star Wealth Manager” distinction for the fifth year in a row, as seen in New Jersey Monthly magazine

Baron Financial Group earns “The Five Star Wealth Manager” distinction for the fourth year in a row, as seen in New Jersey Monthly magazine

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Baron Financial Group is proud to announce that all four partners of the firm received the  2014 Five Star Wealth Manager Award, the fourth year in a row they have received this recognition.  The Baron team is proud to once again be included in this select group; fewer than four percent of the 21,100 Wealth Managers in the New Jersey area were selected for this “5-Star Award”.  The list of award recipients appears in the January 2014 issue of New Jersey Monthly magazine.

To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients.  Each award candidate must have a favorable regulatory and complaint history review. The wealth managers do not pay a fee to be included in the research or the final list of Five Star Wealth Managers.

 The Baron Financial Group Wealth Management Principals, Anthony Benante, Victor Cannillo, Laura Mattia, and James Shagawat, hold some of the top credentials in the industry, including the CFA® (Chartered Financial Analyst®), CFP®  (Certified Financial Planner™) and NAPFA (National Association of Personal Financial Advisors)-Registered Financial Advisor designations, among others. For more information on the firm and its principals, visit www.baron-financial.com or call 1-800-333-6659.  They can be contacted by email at info@baron-financial.com.

 About Baron Financial Group (www.baron-financial.com):

The Baron Financial Group (BFG) is an independent Fee-Only Wealth Management and financial planning firm with offices in Fair Lawn and Morristown, New Jersey, New York, New York, and Sarasota, Florida. The firm is a Registered Investment Advisor offering objective personal financial advice to individuals without the burden of commissions.   Their clients include individuals and families, with a special expertise working with retirees, women and families with special needs.

Baron Financial Group, a Women-Friendly Firm

Liz Skinner of InvestmentNews interviews Laura Mattia of Baron Financial Group, in the July 26, 2013 article “Women-friendly, with the seal to prove it”.  Laura discusses why Baron was chosen to receive the Women’s Choice Award for Financial Advisors, and how the firm helps educate women. The award is based on rigorous research and evaluation applying 17 objective criteria, and at the time of publication, only seven firms and advisers (only 11% of those evaluated) had qualified to receive this premier recognition.

” ‘The stamp says these people do the right thing for women,’ said Laura Mattia, a principal with Baron Financial Group LLC, which has been given the award. “It helps them know we’ll answer every little question they ask.”

Ms. Mattia said her firm didn’t plan to make women the focus of their practice, but it found that women responded well to its focus on educating clients and hand-holding through the financial planning process.  Today, Baron Financial helps many single women, divorcees and widows – many of whom have never handled their own finances.  It also produces a monthly podcast, “Financially Empowering Women,” which attracts between 800 and 1,000 listeners.”

Click here to read the complete article