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.
Mark Jones (CRD# 2228086) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in New Preston Marble Dale, CT and has over 24 years of experience in the finance industry.
Steven Haas (CRD# 1919057) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in New Preston Marble Dale, CT and has over 26 years of experience in the finance industry.
Michael Choniski (CRD# 6227226) is an Investment Advisor Representative and founder of Trendhaven Investment Management, LLC in Brookfield, CT.
Investment Type: Conservative Alternative
Investment Goal: Absolute Return / Wealth Preservation & Growth
Investment Approach: Active Management / Trend Following
Investment Vehicle: Separately Managed Accounts
Account Types: Individual, Joint, Retirement, Trust, Other
Custodian: First Clearing (a Wells Fargo affiliate)
Minimum Investment: $100,000
A Trendhaven managed account is a Conservative Alternative Investment which may be a...