Baron Silver Stevens Financial Advisors
Financial Services • 
Boca Raton, Florida, United States • 1-10 Employees
Company overview
| Headquarters | 4800 N Federal Hwy, Suite 210A, Boca Raton , FL 33431, US |
| Phone number | +15614471997 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 1999 |
| Employees | 1-10 |
| Socials |
Key Contact at Baron Silver Stevens Financial Advisors
Carrie Prusa
Director Of Operations
Baron Silver Stevens Financial Advisors Email Formats
Baron Silver Stevens Financial Advisors uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@bssfa.com), used 57.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@bssfa.com | 57.1% |
{first initial}{last name} | jdoe@bssfa.com | 42.9% |
About Baron Silver Stevens Financial Advisors
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
Baron Silver Stevens Financial Advisors revenue & valuation
| Annual revenue | $6,573,173 |
| Revenue per employee | $658,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $21,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Baron Silver Stevens Financial Advisors has 2 employees across 2 departments.
Departments
Number of employees
Funding Data
Baron Silver Stevens Financial Advisors has never raised funding before.
Baron Silver Stevens Financial Advisors Tech Stack
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