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New Jersey Five Star award winners

PROFESSIONAL PROFILE

Baron Financial Group, LLC

16-00 State Route 208 South, Ste 104
Fair Lawn, NJ 07410
Office: 1-866-333-6659
info@baron-financial.com
https://baron-financial.com/

Professional Approach

Baron Financial Group (BFG) is a Fiduciary Financial Advisor that combines financial planning and investment management. 

We are driven by principles of integrity, competence, and trust. We do not sell any products - our sole compensation comes from clients (no 3rd parties).  The relationship is solely between client and advisor.

Our diversified investment recommendations* consider your financial circumstances, investment experience, goals and comfort with volatility.

Our clients include individuals, families, and organizations, with experience working with retirees, women, and families with special needs.

* Disclosure: Every investment strategy has the potential for profit or loss.

Victor P. Cannillo, NAPFA-Registered Financial Advisor

Wealth Management Principal

Phone: 1-866-333-6659

Victor is a Wealth Management Principal with Baron Financial Group. He implemented a team-based approach to financial planning at the firm. "We believe that our core purpose is to help improve people’s financial lives through objective, transparent and fiduciary advice. We strive to provide clients with the education they need to better understand their financial situaltion."

 

Victor's relationship with a special needs family member made him aware of the many challenges associated with those with developmental disabilities. It led him to become not only active in the special needs community but to commit to assisting those families plan for their financial needs.

 

Victor is a member of the National Association of Personal Financial Advisors (NAPFA) and a graduate of Fairleigh Dickenson University School of Business.  He received his Bachelor of Science degree (B.S.) in Finance and Investments and completed the coursework in the Certified Financial Planning program offered through the College of Financial Planning. He also completed graduate level courses in Investment Management.

 

Victor has been quoted in NJMoneyHelp.com, the Daily Record, the New York Post, the Newark Star-Ledger and Reuters News Network.  Additionally, he is a recipient of the 2023 Five Star Wealth Manager Award in New Jersey, receiving the award for twelve consecutive years.

 

In his free time, Victor enjoys spending time with family and friends, as well as fundraising and supporting Baron's philanthropic efforts.

Anthony Benante, CFA

Wealth Management Principal

Phone: 1-866-333-6659

Anthony is a Wealth Management Principal with Baron Financial Group. He enjoys working with clients to design and manage risk-appropriate investment strategies.  He holds the lead position on Baron’s Investment Committee, oversees trading operations and is the main contributor to Baron’s quarterly newsletter. 

 

Tony has worked in the financial industry for 30 years, with his longest tenure at Baron Financial Group. He is a graduate of Indiana University and a Chartered Financial Analyst® Charterholder. The CFA® charter is recognized globally as the preeminent designation for those in the field of investment management. It also emphasizes the highest ethical and professional standards.  He is also a proud recipient of the 2023 Five Star Wealth Manager award, his twelfth consecutive year with this distinction.

 

Outside of work, Tony enjoys spending time with his wife and two sons, outdoor sports’ activities, boating, and watching local sporting events.

Nicholas J. Scheibner, CFP®

Wealth Management Advisor

Phone: 1-866-333-6659

Nick is a Wealth Management Advisor at Baron Financial Group. He works with clients to help guide their Social Security decisions, develop a retirement income plan, and implement their account consolidations.

 

Nick is a CERTIFIED FINANCIAL PLANNER™ Professional, certifying that he has met the high standards of competency and ethics established and enforced by the CFP® Board.  Nick is a recipient of the 2023 Five Star Wealth Manager Award in New Jersey. He has been quoted in The New York Times, CNBC.com and NJMoneyHelp.com

 

Nick lives in Waldwick, New Jersey with his wife, Jennifer, who teaches fifth-grade math and science, and their daughters. He loves to cook and spend time at the Jersey shore each summer. He is also an avid New Jersey Devils fan.

This award was issued on 12/01/2022 by Five Star Professional (FSP) for the time period 03/21/2022 through 10/18/2022. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 6,606 New Jersey-area wealth managers were considered for the award; 407 (6% of candidates) were named 2023 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2022: 6380, 431, 7%, 12/1/21, 4/12/21 - 10/15/21; 6123, 459, 7%, 12/1/20, 3/30/20 - 10/23/20; 2020: 6210, 480, 8%, 12/1/19, 3/1/19 - 10/16/19; 2019: 6097, 477, 8%, 12/1/18, 3/21/18 - 10/12/18; 2018: 4383, 415, 9%, 12/1/17, 2/21/17 - 10/12/17; 2017: 3868, 664, 17%, 11/1/16, 2/25/16 - 10/7/16; 2016: 4143, 626, 15%, 11/1/15, 4/15/15 - 10/16/15; 2015: 5063, 672, 13%, 12/1/14, 4/15/14 - 10/16/14; 2014: 3315, 646, 19%, 12/1/13, 4/15/13 - 10/16/13; 2013: 4049, 733, 18%, 12/1/12, 4/15/12 - 10/16/12; 2012: 1312, 400, 30%, 11/1/11, 4/15/11 - 10/16/11.
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The rating may not be representative of any one client’s experience because the rating reflects an average of all, or a sample of all, of the experiences of the investment adviser’s clients.

*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.