Baron Silver Stevens Financial Advisors, LLC

Baron Silver Stevens Financial Advisors, LLC

Financial Services 4800 N Federal Hwy 9 employees
Employees
9
Contacts
3
Emails
3
Phones
1

Baron Silver Stevens Financial Advisors, LLC Overview

Headquarters
4800 N Federal Hwy
Phone Number
Available in AeroLeads
Website
bssfa.com
Industry
Financial Services
Employees
9
Founded
1999
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Baron Silver Stevens Financial Advisors, LLC

Baron Silver Stevens Financial Advisors, LLC is a boutique private wealth management firm that strives to provide high quality financial and estate planning. We act as a fiduciary for our clients with complete independence and transparency. Located in South Florida, the firm is a trusted financial planner to hundreds of clients ranging from the millionaire next door to ultra high net worth families. The firm takes pride in coordinating five main disciplines into one integrated comprehensive financial plan. These five disciplines consist of: • The design and implementation of financial plans • Portfolio management • Tax planning • Estate planning • Risk management and asset protection planning Our job is to assist our clients with anything related to money and to make sure they have a clear understanding of their financial plan. What sets us apart from other firms is the ability to deliver independent, objective, and unbiased advice. For more information, please call 561-447-1997 or visit www.bssfa.com. Securities offered through Royal Alliance Associates, member FINRA/SIPC. Investment advisory and insurance services offered through Baron Silver Stevens Financial Advisors, LLC., a registered investment adviser not affiliated with Royal Alliance Associates. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Baron Silver Steven’s website: http://www.bssfa.com Disclosures: http://royalalliance.com/disclosures/socialmedia FINRA: http://www.finra.org SIPC: http://www.SIPC.org Address: 4800 N Federal Hwy, Suite 210A, Boca Raton , FL 33431, United States

Baron Silver Stevens Financial Advisors, LLC Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
1
25.0% coverage

Baron Silver Stevens Financial Advisors, LLC Org Chart

Sample employees and titles
Name Title Contact
Michael Edelman Investment Adviser Representative
Email
Carrie Prusa Director of Operations at Baron Silver
View
Teresa Bevan
Email
Filipp Kourenkov Portfolio Strategist at Baron Silver
Email Phone

Employees by Management Level

Individual contributor 3 profiles
Director 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 1 1 1
Finance 1 1 0

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