Barone Financial Group
Why pick this one
Barone Financial Group has been in business for over 40 years and offers specialized estate planning and asset protection services.
Best for
- individuals seeking long-term financial planning
- business owners needing strategic financial solutions
Look elsewhere if
- looking for quick, budget-sensitive financial advice
- seeking short-term investment strategies
Specialties
- estate planning
- asset protection
- disability and extended care needs
- executive benefits
- succession planning
Certifications
- Macro Asset Perspective® certification
- affiliated with New York Life Insurance Company
What makes them different
- second-generation family-owned firm
- offers the Macro Asset Perspective® planning process
- serves both individual families and business owners
- committed to lifelong client relationships
- team includes experienced professionals and a strategic approach
- Years in business
- over 40 years
- Serves
- Cary, Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 400 Pinner Weald Way Ste 102, Cary, NC 27513
- Phone
- 9192341719
- Website
- http://www.baronefg.com/
Services
- financial planning
- wealth management
- retirement planning
- business financial solutions