TRUST • INTEGRITY • SERVICE

Client Bill of Rights

  • A great relationship is based upon a solid foundation. The Client Bill of Rights clearly identifies the level of proactive service and relationship you will experience at Baron Silver Stevens Financial Advisors.

  • Quality of Service

    • You are entitled to a high level of courteous service from all associates at Baron Silver Stevens Financial Advisors.

  • Trust and Integrity

    • You have the right to work with a trustworthy and dependable financial planning team that is focused on your journey to financial security. The Baron Silver Stevens Financial Advisors team will develop a personal relationship with you through insightful communication highlighting our core beliefs, investment outlook, and management philosophy.

  • Recommendations Based Upon Your Needs

    • You have the right to independent, objective, unbiased advice based upon your defined needs, goals and objectives. Through comprehensive wealth planning your needs are clearly defined and constantly monitored.

  • Confidentiality

    • You have the right to the strictest levels of confidentiality with information provided to Baron Silver Stevens Financial Advisors.

  • Transparency

    • You have the right to a transparent relationship and to clearly know the fees for portfolio management, transactions, and advisory services. All communications with the team should be clear and concise. If you have a question, it is our duty to answer it for you in an understandable way.

  • Prompt Response

    • You have the right to a prompt response from your Baron Silver Stevens Financial Advisors team. As your trusted advisors, our team commits to returning calls by the end of each business day. Should you require additional research, our team will set a clearly defined time frame to deliver a response.

  • Education

    • You have the right to continual education along your journey to financial security. Through education, our team will project reasonable expectations and achievable scenarios in the development and constant monitoring of your financial plan.