At Baron Financial Group, our team is our greatest asset. With the shared goal of improving our clients’ lives, we incorporate a team approach throughout our process to help ensure you benefit from our collaborative expertise. We are excited to announce that Colleen Celmer has joined the Baron Team…
Victor Cannillo, a Wealth Manager/Partner at Baron Financial Group, is quoted on this topic, answering a reader’s question on NJMoneyHelp.com by Karin Price Mueller, originally published in October 2024. Since the original 2024 publication date of the article, the Roth contribution limit has changed. This blog post reflects 2026 numbers.
Baron Financial Group was delighted to return to Ed Smith Stadium in Sarasota, FL, for our 9th annual client-appreciation event. The Orioles came away with a 2–0 victory, and both Yankee and Oriole fans enjoyed beautiful weather, great food, and an exciting afternoon at the ballpark. Continuing with our tradition, a donation has been made in honor of our clients and friends to the “All Faiths Food Bank” in Sarasota.
Victoria Cannillo, an Associate Financial Planner at Baron Financial Group, is quoted on this topic, answering a reader’s question on NJMoneyHelp.com by Karin Price Mueller, originally published in June 2025. If you have not met the working requirement, you would not be eligible to get your own Social Security benefits. However, there are spousal benefits that may be available to you…
Happy Women’s History Month! In honor of Women’s History Month, we are spotlighting Lucy De Robertis, a Client Relationship Specialist at Baron Financial Group. At Baron, we understand the importance of women taking control of their finances and have experience providing financial guidance to women at different stages of life. Through our Financial Life Planning process, we are here to help answer the questions that don't always fit onto an investment statement.
Victoria Cannillo, an Associate Financial Planner at Baron Financial Group, is quoted on this topic, answering a reader’s question on NJMoneyHelp.com by Karin Price Mueller, originally published in January 2026. It is important to have your ducks in a row for RMDs (Required Minimum Distributions) as there are penalties for missing an RMD. The types of accounts that count toward your RMD calculation are tax-deferred accounts, such as…
Victor Cannillo, a Wealth Manager/Partner at Baron Financial Group, is quoted on this topic, answering a reader’s question on NJMoneyHelp.com by Karin Price Mueller, originally published in October 2025:, “I’m divorced. How do I make sure my money is in the right place?” To help you navigate your post-divorce financial life, we would recommend working with a Registered Investment Adviser (RIA).
We wish you and your families a Happy, Healthy, and Prosperous New Year! As we begin a New Year, we would like to take this opportunity to say Thank You! Click here to see the rest of our video message…
We wish you and your loved ones a holiday season filled with joy and happiness! Here are our perennial top 10 wishes for you:
In this season of gratitude, we pause to say Thank You to our clients, family, and friends. We are grateful for your trust and confidence in us. Thank you for the privilege of getting to know and work with you. In this season of giving, we donate to our local food pantries to help those less fortunate in our community.
For enhanced security with your Baron Portal, Multi-Factor Authentication (MFA) will be enabled starting on Friday, November 21, 2025. OTP (One-Time Passcode) will become the default MFA method. You will automatically receive an OTP via email each time you log in. For more information...
In honor of Veterans Day, and the heroes who serve our country, Baron Financial Group is proud to donate to the "Building Homes for Heroes®" project: Building Homes for Heroes® is determined and devoted to bringing renewed hope to our nation’s injured veterans. The organization builds or modifies homes, and gifts them, mortgage-free, to injured veterans and their families, while providing support services to enable them to build better and brighter lives and reach new heights.