LeBaron Financial Group

Serving Central and Western Michigan for Over 40 Years

LeBaron Financial Group is a diversified financial services firm located in beautiful Reed City, Michigan.  We have been serving individual clients and families and corporate or small business clients in the areas of cash management, investment planning, retirement plans and planning, insurance planning, estate planning, and education planning for over 40 years in Western and Central Michigan.  We have grown dramatically over the years along with our clients.

As a result of the growth in our practice, we found the need to fire our previous broker/dealer effective November 1, 2011.  After a 40 year relationship with AXA Advisors/AXA Equitable, we felt the need to improve the technology and services available through the broker/dealer.  This was not an easy decision due the the length of our relationship with AXA Advisors.  We can assure you the decision was not taken lightly and actually involved 13 months of interviews, research, and planning.  We feel that we have made a good, informed decision to change our broker/dealer to Harbour Investments, Inc.  The new broker/dealer is a Midwestern based firm located in Madison, Wisconsin.  They have a much more robust technology and product and services platform from our previous broker/dealer.  Harbour Investments is a full service, non-carrying broker/dealer.  Full Service means Harbour Investments deals with all financial products such as:  mutual funds, variable annuities, variable life, stocks, bonds, CDs, etc.  Non-carrying means Harbour Investments does not hold client cash or securities.  They simply provide three basic services to help us better serve our clients.  These services are providing a robust technology platform, providing a wide array of financial products from a huge number of investment and insurance companies without pressure to recommend one company's product over another's, and provide supervision over our office and our client's transactions.  

One thing that has not changed is that Richard LeBaron, ChFC, CLU and Jon LeBaron, CFP®, ChFC, CLU, MSFS are still here to serve you.

Richard L. LeBaron, ChFC, CLU

e-mail:  richard@lebaronfinancialgroup.com

After graduation from Reed City High School, Richard served three years as an intelligence specialist in Vietnam and France in the U.S. Army.  He graduated from Michigan State University in 1971 with a Bachelor of Arts degree.  He began his financial services career in April 1971 in Reed City, Michigan.  Richard has earned the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations.  He is a qualifying and life member of the Million Dollar Round Table (MDRT).  In 2002, Michigan Governor John Engler appointed Richard to serve as a Trustee of the Michigan Municipal Bond Authority.  Richard and his wife Johnell reside in Reed City, Michigan.  They have two children and two grandchildren. 

Jon P. LeBaron, CFP®, ChFC, CLU, MSFS

e-mail:  jon@lebaronfinancialgroup.com

Born in Reed City, Michigan, Jon LeBaron graduated from the University of Michigan with a Bachelor of Arts degree and the American College with a Master of Science in Financial Services degree.  Jon is a CFP®practitioner or Certified Financial Planner™ practitioner.  Additionally, Jon has earned the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations.  Jon is a member of the Million Dollar Round Table.  Additionally Jon obtained a Certificate in Retirement Planning from The Wharton School of Business at the University of Pennsylvania.  He began his practice in 1995.  Jon’s wife, Dr. Tania LeBaron, is a family physician and partner at Cadillac Family Physicians, PC in Cadillac, Michigan.  Jon and Tania reside in Cadillac. 

Thank you for taking the time to visit our website.  We appreciate your business and welcome referrals to others that we may be of assistance to.  Richard and Jon LeBaron and our staff at LeBaron Financial Group look forward to serving you for many years to come.

 

 

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