James J. Suazo

ChFC®

Baron Financial Group, LLC

Financial Advisor

James J. Suazo

ChFC®

Baron Financial Group, LLC

Financial Advisor

Our purpose is to protect and grow your money responsibly, helping to guide you toward financial security. - James J. Suazo, ChFC®

Fee-Only financial planner (fluent in Spanish) located in Fair Lawn, NJ with additional meeting sites in Morristown, NJ and New York City

James Suazo is a financial advisor at Baron Financial Group, a Fair Lawn, NJ fee-only Wealth Manager, with additional meeting sites in Morristown, NJ and New York City and a branch office in Sarasota, Florida.  Baron Financial Group’s Wealth Management Service combines financial planning and investment management to help retirees, women, and families with special needs organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, James Suazo is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

En Español:

Nuestro propósito es proteger y hacer crecer sus ahorros, organizar sus asuntos y prepararle para todas las situaciones financieras que afrontará. High Stability Wealth Management (Administración de Patrimonio Con Alta Estabilidad) es nuestra estrategia de inversión.  Somos asesores de finanzas, fiduciarios, basados exclusivamente en honorarios, por lo tanto, actuaremos como su proponente y le proveeremos consejos expertos y objetivos.  Nuestros clientes incluyen individuos, familias e instituciones.  Nos especializamos trabajando con jubilados, mujeres y familias con necesidades especiales. Nos desafiamos constantemente para que nuestros clientes tengan confianza con la seguridad de sus finanzas.

Watch the Baron Financial Group Videos:

 

James Suazo (fluent in Spanish), Chartered Financial Consultant®, is a financial advisor and member of the Investment Committee, helping clients with their investment and financial planning needs.  The ChFC® designation represents a comprehensive education that addresses all aspect of personal financial planning, with a focus on practical, real-world applications.

Growing up in a large family with 12 children, James understands what it takes to work on a team and help others. A graduate of William Paterson University (WPU), he obtained his bachelor's degree from the Cotsakos College of Business, one of the 35 top schools in the country for financial planners (according to Financial Planning Magazine in 2014).

Additionally, he researches and implements technological improvements within the field of financial planning and cybersecurity so Baron can continuously deliver quality services to their clients.=

In his spare time, James enjoys volunteering at his local youth group; spending time with his wife, Maria, their children and many siblings; as well as playing the guitar.

James J. Suazo is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

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

We are driven by principles of integrity, competence and trust. We are completely transparent with costs - our sole compensation comes from clients (no 3rd parties). We do not sell any products nor are we influenced by outside interests. The relationship is solely between client and advisor.

Our investment recommendations* are broadly-diversified and tailored for each client. We 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.

We are also fluent in Spanish: http://baron-financial.com/es/

Introducing Baron Financial Group
Click here to view our 2 minute intro video

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

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    James Suazo is a NAPFA Associate Member

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Financial Planning Association
    James J. Suazo is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

  • ChFC - Chartered Financial Consultant
    James J. Suazo is a Chartered Financial Consultant® (ChFC®)

    Chartered Financial Consultant® designations are granted upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.

Contact James J. Suazo

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Office Locations:

  • 16-00 Route 208 South
    Suite 104
    Fair Lawn, NJ 07410
  • 55 Madison Ave.
    Suite 400
    Morristown, NJ 07960
  • 1133 Avenue of the Americas
    New York, NY 10036
  • 1990 Main Street
    Suite 750
    Sarasota, FL 34236

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