Category Archives: Victor Cannillo

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.