Recent recognition of our performance
We always strive to give our clients superior service while taking care of the details that make their financial management and financial planning easier and more predictable. We are proud that several significant organizations in our industry have recognized Baron Financial as one of the best. Their selection criteria for these awards include things like:
- Client satisfaction as measured by our client retention rate (98% in 2010) and interviews with our clients
- Value of investments under our management
- Nominations from third party professionals
- Depth of knowledge about a broad range of financial issues
- Continuing education initiatives
- Experience in the industry
- Good standing with the SEC (Securities and Exchange Commission)
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* Fewer than seven percent of Wealth Managers in the New Jersey area were selected for this "5-Star Award." |
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