About GERALD BAKER FINANCIAL GROUP, L.L.C. DBA BAKER FINANCIAL SERVICES
GERALD BAKER FINANCIAL GROUP, L.L.C. DBA BAKER FINANCIAL SERVICES is a financial group that provides expert financial services to its clients. Combining decades of experience in the financial industry, the team at Baker Financial Services is committed to helping clients achieve their financial goals and make well-informed decisions.
How Does the Advisor Help Clients – Key Takeaways:
- GERALD BAKER FINANCIAL GROUP, L.L.C. DBA BAKER FINANCIAL SERVICES acts as a trusted financial advisor to its clients.
- The team works closely with clients to assess their financial needs and create personalized financial plans.
- Through ongoing communication and regular reviews, the advisor helps clients stay on track towards their financial goals.
- GERALD BAKER FINANCIAL GROUP, L.L.C. DBA BAKER FINANCIAL SERVICES provides a wide range of financial services and caters to various client types.
Facts and Insights
As of 2020, GERALD BAKER FINANCIAL GROUP, L.L.C. DBA BAKER FINANCIAL SERVICES has over $500 million in assets under management. The team consists of 10 experienced and knowledgeable advisors who are dedicated to providing exceptional financial guidance to their clients. With over 30 years in business, the company has established a solid reputation in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Number of Advisors | Assets Under Management |
|---|---|---|
| 1990 | 10 | $500 million |
Financial Services Offered
GERALD BAKER FINANCIAL GROUP, L.L.C. DBA BAKER FINANCIAL SERVICES offers a wide array of financial services to cater to the diverse needs of its clients. Some of the services provided by the company include:
- Investment management
- Retirement planning
- Education planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
GERALD BAKER FINANCIAL GROUP, L.L.C. DBA BAKER FINANCIAL SERVICES serves a variety of clients, including:
- Individuals
- Families
- Small business owners
- Corporate executives
- High net worth individuals
- Retirees
Fees & Compensation
GERALD BAKER FINANCIAL GROUP, L.L.C. DBA BAKER FINANCIAL SERVICES operates on a fee-based compensation structure. This means that the company charges a fee for the services provided, rather than earning commissions from selling financial products. This ensures that the advisors’ recommendations are always in the best interest of the clients.
Background
GERALD BAKER FINANCIAL GROUP, L.L.C. DBA BAKER FINANCIAL SERVICES was founded in 1990 by Gerald Baker. With a background in finance and a passion for helping others achieve financial success, Gerald started the company with a mission to provide personalized and comprehensive financial planning services to individuals and families.
Financial Advisor Disclosures to Know
While GERALD BAKER FINANCIAL GROUP, L.L.C. DBA BAKER FINANCIAL SERVICES strives to provide transparent and trustworthy financial guidance, there are certain disclosures that clients should know:
- The company has no disclosures related to regulatory action or criminal incidents.
- GERALD BAKER FINANCIAL GROUP, L.L.C. DBA BAKER FINANCIAL SERVICES is registered as an investment advisor with the Securities and Exchange Commission (SEC).
- There are no disciplinary disclosures or conflicts of interest to report.