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Barons Financial Strategies, Inc.was founded with the goal of assisting our clients with their finances. We’ve provided the personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.

BARONS FINANCIAL STRATEGIES, INC., is an independent Financial service Organization. We have been helping small and large businesses, individuals and families since December 1996. We help to develop personal and/or corporate financial plans to take full advantage of all tax and growth opportunities.

Brian Farkas, President through his direct affiliation with American Portfolios Financial Services, Inc. provides comprehensive financial and estate planning services to our clients. We will not recommend any course of action or any type of financial product until we are fully aware of the clients’ goal and objectives —– and then only when we are convinced that the recommended action or product is suitable as a long-term solution. Our investment philosophy is based on our belief that the most important investment a decision an investor can make is not which investment to buy – rather, how assets should be allocated based upon the investor’s objectives, goals and risk tolerance.

Here is what you can expect from Brian Farkas

  • Personalized Service Portfolio Structure Designed for Your Personalized Needs
  • A Research-Based, Highly Diversified Quality Approach
  • Low Institutional Costs
  • Asset Allocation Providing Diversification
  • Access to a team of Money Managers
  • Disciplined, Continuous Money Manager Monitoring
  • Formal Investment policy Statement
  • Customized Reporting
  • On-going Unbiased Financial Advice

 was founded in 1996 with the belief that the interests of the client must always come first.

Our Commitment

Our staff consists of experienced professionals with a “hands on” approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

Our principle

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (631) 439-4670.

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 Securities offered through American Portfolios Financial Services, Inc. Member FINRA/SIPC (FINRA/SIPC). Investment Advisory Services offered through American Portfolios Advisors, Inc.(APA) an SEC Registered Investment Advisor. American Portfolios Financial Services, Inc. and American Portfolios Advisors, Inc. are not affiliated with any other named business entities mentioned.

This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CO, CT, DC, FL, GA, IA, IL, KS, LA, MA, MD, ME, MN, NC, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI and WV. No offers may be made or accepted from any resident outside the specific states referenced.

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