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BFG at the ballpark: We say “Thank You” to Our Clients and Friends

Baron Financial Group was happy to return to the ballpark to host a client-appreciation event at the spring-training home of the Baltimore Orioles. The March 24th game versus the New York Yankees ended with a win for the Orioles in the bottom of the ninth inning. Yankee and Oriole fans alike enjoyed the beautiful weather, the good food, and the exciting game! We are always happy to welcome the Oriole Bird to the suite!

Philanthropy Baron Team

BFG in the News: James answers a reader’s question about withdrawing from retirement accounts using the 4% rule

James Suazo, ChFC®, is quoted on this topic, answering a reader’s question on NJMoneyHelp.com by Karin Price Mueller, “I want to retire. Should I use the 4% rule?”, originally published on February 22, 2023. The 4% withdrawal rate has been used over time as rule of thumb for withdrawals in retirement. However, we recommend reviewing your specific plan. What is your current ...

Investing Retirement Planning Income Planning Baron Team Insights

Baron Financial Group Advisors recognized as “Five Star Wealth Managers” for the 12th consecutive year and as a Women’s Choice Award® Financial Firm for the 11th consecutive year

Baron Financial Group is proud to announce that Advisors Anthony Benante, CFA, Victor Cannillo, NAPFA-Registered Financial Advisor, and Nicholas Scheibner, CFP®, are recognized as 2023 Five Star Wealth Managers in New Jersey and have earned the Women’s Choice Award ® for Financial Advisors and Firms for 2023. You can read more about the selection criteria and methodology for these awards…

Recognition Baron Team