James
Suazo
Baron Financial Group LLC
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About this Advisor
James Suazo is a financial advisor based in Fair Lawn, New Jersey, working with Baron Financial Group LLC. James has previously held positions at Baron Financial Group LLC, Goodaccountants.Com, and as a student. James is registered to provide services in New Jersey and Texas. Currently, James is part of Baron Financial Group LLC, which operates out of Fair Lawn, New Jersey. The firm has 3 offices and 9 employees. The firm manages assets totaling $331.8 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, publication of newsletters, and educational seminars. The fee structure at Baron Financial Group LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Baron Financial Group LLC Brokerage Details
$331,781,010
9
956
$347,051
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
James Suazo Work History
Baron Financial Group LLC
Baron Financial Group LLC
Goodaccountants.Com
Student
Disclosures
Please visit the SEC profile of James Suazo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Baron Financial Group LLC
Fair Lawn, NJ
Fair Lawn, NJ
Sarasota, FL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
