Financial Planners near Seneca

“Sam and David are considerate, knowledgeable Southern gentlemen. They really understand the wealth planning business and are especially keen to help me with my tax planning. I know that with their guidance, I am finally on track for a confident retirement! I recommend them to all my friends and family!“

“Eric and Wendy have provided exceptional service and dedication to the needs of both my husband and myself. The information being provided is excellent and comforting in the volital time. Eric understands our needs and has satisfactorily and proactively addesses them.“

“I’ve found, through my time knowing Charles Baker and his employees, that the people of the Baker Financial Group truly care about the financial well-being of their customers. Charles Baker is an intuitive, kind soul, with the desire to provide the best customer service. He hires likewise employees, and the apple didn’t fall far from the tree when it comes to his son, Brian Baker. His assistant, Tammy, is bright, helpful, and desires learning all she can so she also can help customers in her capacity as Registered Financial Assistant. I highly recommend this financial firm to everyone.“