We have spent the last several years developing our full service financial advisory business with a focus on providing independent advice along with premium service to our individual clients. We are excited about our long-term prospects, but more importantly, about the long-term prospects of our clients as they achieve their financial goals. Our investing process begins with you. We start by getting to know who you are and what you would like to accomplish through investing. It is extremely important that both of us are on the same page in order for us to recommend an asset allocation and commit to an investment plan. After implementing the agreed upon allocation, our job continues with monitoring account performance, minimizing your taxes each year, and making changes where appropriate. We encourage our clients to be proactive in reviewing their portfolios with us to ensure we are on the path to reaching their goals. SEE OUR MOVIE  With Baron Financial Services, you will always have access to your assets; anytime, anywhere. Assets are typically invested in individual stock and/or bond portfolios possibly with different managers. Our philosophy in using multiple managers, when possible, is based on the fact that investment management firms typically have one area of investing at which they excel. Oftentimes, they will offer multiple products ranging from large-cap growth stock funds to international bond portfolios, but experience leads us to stick with what they do best. We will also incorporate the use of mutual funds where appropriate and will invest in the funds of our clients choice.  It is our goal to practice socially responsible investing that is in the personal interest of each client.