Baker Retirement & Wealth Management, PC Email Formats

Financial Services • Newburgh, Indiana, United States • 1-10 Employees

Baker Retirement & Wealth Management, PC Email Formats

Baker Retirement & Wealth Management, PC uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@bakerwealth.com), used 100% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@bakerwealth.com	100%

Key Contact at Baker Retirement & Wealth Management, PC

Benjamin Baker

President

Company overview

Headquarters	12 E Water Street, Newburgh, IN 47630, US
Phone number	+18662443517
Website	bakerretirement.com
NAICS	52
Keywords	Tax Planning, Retirement Planning, 1031 Exchange, Investment Management, Legacy Planning, Rollovers, Rebalancing, Long Term Care Planning, Minimize Taxes
Founded	1985
Employees	1-10

About Baker Retirement & Wealth Management, PC

Baker Retirement & Wealth Management, PC is located in historical downtown Newburgh, Indiana on the scenic Ohio River. We are a family-owned and operated corporation that has been conducting business for nearly 40 years. Along with my three sons, Ben, Joey, and Adam, I have created this business to help you define your financial goals, and create an action plan that will serve as your financial road map while minimizing your income tax liability. Empowering you to implement your plan to help you make informed financial decisions is our mission. We have four offices conveniently located in the Tri-state area, Newburgh, Boonville, Evansville, and Owensville. Visit us today at Bakerretirment.com or contact us at 812.842.2254, and let us help you get started on your sound financial journey! Baker Retirement & Wealth Management and Vanderbilt Financial Group are separate and unaffiliated entities. Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Clearing agent: Fidelity Clearing & Custody Solutions Advisory Services offered through Vanderbilt Advisory Services, a Registered Investment Adviser. Clearing agent: Fidelity Clearing & Custody Solutions Insurance Services offered through Vanderbilt Insurance and other agencies Third party posts found on this profile do not reflect the views of Vanderbilt Securities and have not been reviewed by Vanderbilt Securities as to accuracy or completeness. Jeffrey Baker may only discuss and/or transact securities business with residents of the following states: AK, AL, CA, CO, FL, IL, IN, KY, MO, NV, NY, OH, PA, TN, and TX.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Vice President

Employees by Department

Baker Retirement & Wealth Management, PC has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Baker Retirement & Wealth Management, PC has never raised funding before.

Frequently asked questions

Baker Retirement & Wealth Management, PC is located in Newburgh, Indiana, US.

You can reach Baker Retirement & Wealth Management, PC at +18662443517.

Baker Retirement & Wealth Management, PC was founded in 1985, making it 41 years old. The company has established itself as a significant player in its industry over this time.

Baker Retirement & Wealth Management, PC has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Baker Retirement & Wealth Management, PC

Benjamin Baker

President

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