Barone Financial Group | Cary, NC

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If you could, would you...

eliminate taxes in retirement?

leave a large endowment to a charity?

stop the government from getting your assets?

You Can!

Money is a Tool.
Do you know how to use it?

When we think about the future, we all have a vision of what we hope to accomplish. Some people make it a reality and others don’t, and what usually separates them is having a strategic financial plan.

Here at Barone Financial Group, we’ve been helping people create the future they desire for more than 40 years. We equip our clients with the knowledge they need to maximize and protect their money and put it to work for them. We love making complex financial decisions simple for people to understand, and teaching them how to diversify their income and assets to build the future they want for themselves and the people they care about most.

As a second-generation family-owned firm, we take great pride in the lifelong relationships we have with our clients. We love our role as the trusted advisors they know they can count on for straightforward advice and wise counsel.

We know you’ve worked hard for what you have, so if you’re looking for a partner who will teach you how to use your money to bring your vision for the future to life, we’d love to talk.

Meet Our Team

Our Process

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