baumfinancialservices.com
S
Contact us
Reviews 11
Filters:
Rating
Language
Sort:
Most recent
A
I've been a customer of Baum financial services fo...
I've been a customer of Baum financial services for over a year now, and I must say that I am extremely satisfied with their services. The staff is always friendly and helpful, and they go above and beyond to ensure that all my financial needs are met. The rates they offer are competitive, and their customer service is top-notch. I highly recommend Baum financial services to anyone in need of financial assistance.
S
I recently used the services of a financial compan...
I recently used the services of a financial company for my investment needs, and I must say that I am impressed with the results. The rates offered were competitive, and the staff was knowledgeable and helpful. I would definitely recommend this company to others.
C
👍 I have been a customer of Baum financial service...
👍 I have been a customer of Baum financial services for a while now and I have nothing but great things to say about them. Their rates are competitive, and their customer service is exceptional. I would highly recommend their services to anyone looking for financial assistance. 👌
M
The services provided by Baum financial services a...
The services provided by Baum financial services are simply outstanding. The staff is knowledgeable, friendly, and always ready to assist. I am very satisfied with their rates and customer service. Highly recommended!
B
👍 I've been a customer of Baum financial services ...
👍 I've been a customer of Baum financial services for a while now, and I must say that they have been exceeding my expectations. Their professionalism and dedication to customer satisfaction are commendable. I would highly recommend their services. 👌
L
I have been a customer of Baum financial services ...
I have been a customer of Baum financial services for a while now, and I must say that they are amazing. Their rates are competitive, and their customer service is exceptional. I would highly recommend their services to anyone in need of financial assistance.
I
I recently used the services of a financial compan...
I recently used the services of a financial company for my investment needs, and I must say that I am impressed with the results. The rates offered were competitive, and the staff was knowledgeable and helpful. I would definitely recommend this company to others.
J
👍 I just want to say that Baum financial services ...
👍 I just want to say that Baum financial services is amazing. They have helped me in managing my finances efficiently and their team is always ready to assist with any queries I have. I highly recommend their services. 👌
S
Baum financial services has been my go-to company ...
Baum financial services has been my go-to company for all my financial needs. Their services are excellent, and the rates they offer are very competitive. The staff is always friendly and knowledgeable. I highly recommend them to anyone looking for financial assistance.
D
I recently used Baum financial services for my fin...
I recently used Baum financial services for my financial needs, and I must say that I am extremely satisfied with their services. The rates they offer are competitive, and the staff is knowledgeable and helpful. I would highly recommend them to anyone in need of financial assistance.
No more reviews
1
About Baum financial services, inc.
Baum Financial Services, Inc. is a company that specializes in creating retirement income strategies for individuals who are either in or nearing retirement. The company's primary goal is to ensure that their clients' retirement income lasts as long as they do.
With over 20 years of experience in the financial services industry, Baum Financial Services has established itself as a trusted and reliable partner for those seeking guidance on their retirement planning journey. The company's team of financial advisors is highly skilled and knowledgeable, with expertise in various areas such as investment management, tax planning, estate planning, and more.
One of the key factors that sets Baum Financial Services apart from other financial advisory firms is its commitment to personalized service. The company understands that every client has unique needs and goals when it comes to their retirement planning. Therefore, they take the time to get to know each client individually and tailor their services accordingly.
Baum Financial Services offers a wide range of services designed to help clients achieve their retirement goals. These include portfolio management, risk assessment, income planning, tax-efficient investing strategies, estate planning solutions, and more. The company also provides ongoing support throughout the entire retirement process so that clients can feel confident about their financial future.
In addition to its comprehensive suite of services for retirees and pre-retirees alike, Baum Financial Services also places a strong emphasis on education. They believe that informed clients are better equipped to make sound financial decisions for themselves and their families. As such, they offer regular seminars and workshops on topics such as Social Security optimization strategies or Medicare enrollment options.
Overall,Baum Financial Services is an excellent choice for anyone looking for expert guidance on how best to plan for a comfortable retirement lifestyle while ensuring long-term financial security.Baum Financial Service’s commitment towards personalized service combined with its extensive knowledge base makes it one of the top choices among retirees looking forward towards securing an enjoyable post-retirement life without any worries about finances or investments.The company’s focus on education and ongoing support also makes it an ideal partner for those who want to stay informed and up-to-date on the latest retirement planning strategies.
Business transparency
- Did not verified company info
- Ask their customers for reviews
- Did not replied to negative reviews
Find out what customers think about Baum financial services, inc.
Trustburn is the best place to read candid reviews from real customers about Baum financial services, inc.. Get a comprehensive view of the company, from pricing and customer service to product quality and more.
Try our chrome extension
Once installed, you can easily gauge people's opinion and find out if the company website you're visiting is trusted by consumers
Baum financial services, inc.
4