Commonwealth Financial Group
Jeff Baron serves as a Senior Partner at Commonwealth Financial Group since September 2015, where expertise is leveraged through a unique financial planning process that assists both businesses and individuals in making crucial financial decisions. The firm is well-established in the industry, specializing in Wealth Management, Estate Planning, Business Succession Strategies, Retirement Planning, and Asset Protection, alongside insurance and investment strategies. Prior experience includes roles as a Financial Advisor at Northwestern Mutual Financial Network from 2003 to 2015, Director at Open Ratings from 2000 to 2003, Sales at MediaMap from 1994 to 1997, and Account Executive at The Weber Group from 1993 to 1994. Jeff Baron holds an MBA in General Management from Cornell Johnson Graduate School of Management and a BA in Government and Creative Writing from Colby College, as well as a Long Term Care Certification from the Corporation for Long Term Care.
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Commonwealth Financial Group
Commonwealth Financial Group has enjoyed over 160 years of providing innovative ideas, concepts and extraordinary service to our clients. At Commonwealth Financial Group, we educate and empower our clients to take the steps towards achieving financial confidence. Through an innovative and sophisticated process, we design a financial blueprint to assist our clients in developing a strong sense of confidence. Listen: Understand your financial goals, concerns and dreams. Gather: Collect and review your tax, insurance, investment, legal, and bank documents. Design: Create a financial blueprint that aims to meet your goals, concerns, and dreams in an efficient and effective manner. Build: Collaborate with our team of experts and your other trusted advisors to outline the best strategies for you. Serve: Provide ongoing service to develop a dynamic plan that caters to your changing needs.