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
View Top Employees from Baron Silver Stevens Financial Advisors, LLCWebsite | http://www.bssfa.com |
Revenue | $6 million |
Employees | 6 (5 on RocketReach) |
Founded | 1999 |
Address | 4800 N Federal Hwy Suite 210A, Boca Raton, Florida 33431, US |
Phone | (561) 447-1997 |
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Industry | Financial Services, Brokerage, Finance |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies |
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The Baron Silver Stevens Financial Advisors, LLC annual revenue was $6 million in 2024.
Teresa Bevan is the Director of First Impressions of Baron Silver Stevens Financial Advisors, LLC.
5 people are employed at Baron Silver Stevens Financial Advisors, LLC.
Baron Silver Stevens Financial Advisors, LLC is based in Boca Raton, Florida.
The NAICS codes for Baron Silver Stevens Financial Advisors, LLC are [52, 523, 5239, 52393].
The SIC codes for Baron Silver Stevens Financial Advisors, LLC are [62, 628].