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Barron Financial Group, LLP is a partnership consisting of financial advisor Jim Thibault, and CPAs Tom Barron and Patrick Perfetto.Our Wealth Management business is focused primarily on portfolio management and providing financial advice for high income or high net-worth individuals and business owners.
With over 70 years of investment and tax expertise, Barron Financial Group works as your financial planner and investment advisor in combination with certified public accounting expertise. We serve a wide range of clientele, handling wealth management and tax planning for individuals and businesses. Our holistic approach makes Barron Financial Group a highly-valuable resource for financial advice.
Jim Thibault, MBA, AWMA, CFP
Jim Thibault is the managing partner of Barron Financial Group. Jim earned his BS degree in Mechanical Engineering from the University of Hartford and received an MBA with Finance concentration from Rensselaer Polytechnic Institute. Jim is a CERTIFIED FINANCIAL PLANNERTM professional and holds the designation of ACCREDITED WEALTH MANAGEMENT ADVISORSM from the College for Financial Planning. He is also a member of the Financial Planning Association. Jim’s broad background in portfolio management, financial advice and wealth management are well suited to the unique and complex goals clients often have.
Tom Barron, CPA and Pat Perfetto, CPA
Tom Barron and Pat Perfetto are CPAs and co-owners of Barron & Company, LLP, Certified Public Accountants**.Their 60+ years of combined accounting and business experience are tremendously helpful when reviewing complicated financial situations and engaging in tax planning.We feel this combination of investment advice, financial advice, accounting and business analysis in a single location positions Barron Financial Group very well for the needs of our clientele.
Sandra Thibault
Sandra is the Operations Coordinator at Barron Financial Group. In this capacity she oversees the non-advisory aspects of the business and makes sure the firm is maintaining proper records and procedures. Her time management and organizational skills were the foundation of a successful career in pharmaceutical sales and are a valuable asset to our firm. Sandra holds a Bachelor of Science degree in Marketing from Teikyo Post University.
** Tom Barron and Patrick Perfetto are not registered as investment advisor representatives of Barron Financial Group, LLP nor are they registered representatives of any Broker/Dealer. |