Category Archives: Victor Cannillo

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

Baron Financial Hosts 6th Town Hall Meeting

vic and tony

Anthony Benante (left) and Victor Cannillo of Baron Financial Group, speaking at the April 3, 2013 Town Hall Meeting

Baron Financial Group hosted their 6th annual Town Hall Meeting at the Fair Lawn Community Center in Fair Lawn.  Attendees listened to the Baron Principals speak about the efficiency of markets and the updates to taxes in 2013.  Ed Coyne, of Royce Funds, spoke about small-cap equities and how they can provide both diversification and return for clients’ portfolios.

Baron’s clients, friends, and guests enjoyed the event, as well as the famous Baron desserts.

Baron Financial Group, in honor of its clients and friends, donated to the Fair Lawn Food Pantry.

 THM SLIDE

 

Baron Financial Group partners selected as 2012 Five Star Wealth Managers by New Jersey Monthly magazine

Baron Financial Group is proud to announce that New Jersey Monthly has chosen all 4 of our partners as Five Star Wealth Managers for 2012.  This is the second consecutive year that the Baron partners were selected for this prestigious award. 

Wealth Managers selected for the Five Star award scored highest in the client based research conducted by a third party independent research firm.  The evaluation process identifies professionals who provide quality service to clients, and a maximum of just 7% of Wealth Managers in the State of New Jersey were named to the list.  The Five Star Wealth Managers do not pay a fee to be included in the research or the final list and the award is not based on sales revenue or assets under management.  Asset Managers are chosen, based on 10 objective eligibility and evaluation criteria, such as, client retention rates, client assets administered, firm review and a favorable regulatory and complaint history.  Baron Financial Group is proud to be included in the list of the top Wealth Mangers in the State of New Jersey.

Victor Cannillo Speaks to Future Financial Planners at William Paterson University

Victor Cannillo of Baron Financial Group spoke to students in the William Paterson University Financial Planning Program on February 17th 2011.  Victor answered questions about the financial planning profession, gave interviewing advice to soon-to-be graduates, and defined the unique qualifications that distinguish a Fee-Only Advisor.