Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Barron Financial is a personal wealth management firm that was founded on the principal of providing independent, objective financial advice to our clients. We manage or oversee more than $75 million in client assets and maintain low client-to-advisor ratios which we believe is critical to delivering personalized, best-in-class wealth management services for our clients.
John Morris (CRD# 1032427) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Canton, CT and has over 30 years of experience in the finance industry.
Timothy Baker (CRD# 5030137) is an Investment Advisor Representative working at Asset Strategies, Inc. in Manchester, CT and has over 10 years of experience in the finance industry. Timothy Baker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Rene Ledoux (CRD# 1599650) is an Investment Advisor Representative affiliated with Cambridge Investment Research Advisors, Inc. in Ludlow, MA through The Professional Alliance located in Milford, MA, a professional body of investment advisors who are either attorneys, CPA's and / or CFP's. Rene has over 29 years of experience in the finance industry. Rene Ledoux has taken additional exams to become a Certified Financial Planner (CFP®). CFP ; working for some of New England's largest Trust Companies and is well versed in estate planning. He makes his home in Ludlow with his wife Susanne; enjoys...
Donald Ratté (CRD# 2335156) is a Certified Financial Planner (CFP) / Financial Advisor working at Ameriprise Financial Services, Inc. in East Hartford, CT and has 30 years of experience in the Financial Planning and Investment industry. Don's areas of focus are:
- Retirement Planning Strategies
- Retirement Income Strategies
- Investment Management
- Saving for Education
- Estate Planning Strategies
Don was recognized as a Five Star Wealth Manager by Connecticut Magazine for years 2011, 2012, 2013, 2014, and 2015.
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