Baron Financial

Baron FinancialBaron FinancialBaron Financial

Baron Financial

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Invest with Confidence

Invest with ConfidenceInvest with ConfidenceInvest with Confidence

Helping you plan a bright future!

Book an Appointment

CALL 906-290-0402

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Portfolio Review

A Comprehensive Approach

A Comprehensive Approach

Do you think you would benefit from a second set of eyes? Allow us to give you a complimentary portfolio review. Our goal is to help educate our clients. 

A Comprehensive Approach

A Comprehensive Approach

A Comprehensive Approach

We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. After our review we recommend an investment strategy designed to meet your risk tolerance.

Business Services

A Comprehensive Approach

Business Services

Have you heard of the dream manager? Our goal is to be your employees dream manager. Allow us to independently come help your employees work towards achieving their personal dreams through guided financial planning.* We also offer access to 401(k) and SIMPLE IRA plans. If it is a new plan you are searching for or help benchmarking plan fe

Have you heard of the dream manager? Our goal is to be your employees dream manager. Allow us to independently come help your employees work towards achieving their personal dreams through guided financial planning.* We also offer access to 401(k) and SIMPLE IRA plans. If it is a new plan you are searching for or help benchmarking plan fees and investments, we are your independent resource for your business retirement plan.

Financial Planning

Protection Plan

Life Insurance

Disability Coverage

Disability Coverage

Planning for the unexpected. We offer multiple forms of life insurance from term to universal life. Let's sit down together to see what fits your needs. If you already have coverage but would like a second opinion, a quote and a visit is complimentary. 

Disability Coverage

Disability Coverage

Disability Coverage

Protecting your income for when you least expect it. 

LPL Research Outlook 2022

Backed by LPL Research we provide you with the advice you need today for a better tomorrow.  

Email Us

Send us an email to schedule an appointment

Contact Us

Securities and advisory services offered through LPL Financial,a registered investment advisor.  Member FINRA/SIPC. www.finra.org and www.sipc.org. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: MI,WI,FL,GA,IN,OK,NC,VA

Baron Financial now with two office locations!

621 1st St, Menominee, Michigan 49858, United States

906-290-0402

100W Lawrence St UNIT 304 Appleton WI 54911

Monday - Friday: 9am - 5pm

Saturday - Sunday: By appointment

*After hour appoinments are available upon request*

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Securities and advisory services offered through LPL Financial,a registered investment advisor.  Member FINRA/SIPC.  

The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: MI,WI,FL,GA,IN,OK,NC

Copyright © 2018 Baron Financial - All Rights Reserved.

*Financial planning services are provided pursuant to a separate advisory agreement and include an additional fee. 

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