Fair Lawn, NJ logo

Fair Lawn, NJ Office

Team
Updated today
Baron Financial Group LLC logo

Baron Financial Group LLC

Supported

Firm-wide stats for Baron Financial Group LLC

Total advisors

4

Across 2 offices

Clients per advisor

77 High

Avg AUM per client

$1,167,864 High

HNW client ratio

35% Typical

About

Baron Financial Group, LLC provides investment supervisory services and financial planning primarily for individual and high-net-worth clients, and also serves pension plans and charitable organizations. The firm manages several hundred million dollars in client assets and delivers individualized portfolio management on both discretionary and non‑discretionary bases.

The firm’s investment process blends fundamental, quantitative and qualitative analysis and emphasizes asset allocation while employing both long‑ and short‑term strategies as appropriate to client objectives. Accounts are reviewed at least quarterly and clients receive periodic reports; financial planning is offered as an integrated service alongside portfolio management.

Compared with many peers, Baron distributes a quarterly client newsletter and offers ancillary client resources such as access to a Medicare consultant and mortgage/refinance guidance, reflecting a focus on client education and planning support. The firm’s most recent brochure amendment also discloses that it no longer uses margin/borrowing as part of its investment strategy, a change explicitly noted in its material changes section.

Based on Baron Financial Group LLC

Expertise

Medicare planning Social Security optimization Elder care planning General estate planning guidance College savings (529s, UTMA, etc.)

Based on Baron Financial Group LLC

Location

16 00 Route 208 South, Suite 104

Fair Lawn NJ 07410-2504

Advisors at this office

3

Advisors at this office

user avatar

Victor C

Fair Lawn, NJ

Baron Financial Group LLC

Victor Cannillo is a financial advisor at Baron Financial Group LLC with 21 years of industry experience. He has been with Baron Financial Group since 2007. Baron Financial Group is an SEC-registered investment adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm provides continuous investment supervisory services and financial planning, using a combination of fundamental, quantitative, and qualitative analysis to construct client portfolios, which are reviewed at least quarterly.

Medicare planning Social Security optimization Elder care planning General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

Aryeh R

Series 66

Fair Lawn, NJ

Baron Financial Group LLC

Aryeh Rogoff is a financial advisor at Baron Financial Group LLC in Fair Lawn, NJ, holding a Series 66 designation. He has one year of industry experience and has previously worked at firms including MML Investors Services, Creative Financial Group, and MassMutual Life Insurance Co. He also has academic experience teaching at Saint Peter's University and the University of Mount Saint Vincent. Baron Financial Group provides investment supervisory services and financial planning primarily for individual and high-net-worth clients, as well as pension plans and charitable organizations. The firm employs a blend of fundamental, quantitative, and qualitative analysis with an emphasis on asset allocation, offering both discretionary and non-discretionary portfolio management alongside integrated financial planning.

Medicare planning Social Security optimization Elder care planning General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

James S

ChFC®

Fair Lawn, NJ

Baron Financial Group LLC

James Suazo is a ChFC® with four years of industry experience, currently with Baron Financial Group LLC in Fair Lawn, NJ. He has been with Baron Financial Group for his entire career, spanning from 2016 to the present. Baron Financial Group provides investment supervisory services and financial planning primarily for individual and high-net-worth clients, as well as pension plans and charitable organizations. The firm employs a blend of fundamental, quantitative, and qualitative analysis, focusing on asset allocation and integrating financial planning with portfolio management.

Medicare planning Social Security optimization Elder care planning General estate planning guidance College savings (529s, UTMA, etc.)
View complete list of advisors at this office
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