Constant communication and education is essential to a successful long term relationship. At Baron Silver Stevens Financial Advisors, we discuss with our clients their preferences for how they would like us to communicate with them.

This communication may include


Investment statements


Consolidated quarterly reports


Scheduled review meetings in person or by phone


Review of accounts online through our website


Weekly or monthly market commentary via email


Access to Baron Silver Stevens quarterly live conference calls


The annual Baron Silver Stevens economic outlook even


Consolidated 1099 reports for your CPA®