Baird Private Wealth Management

Apr 2022

Would like to thank Marianne Li for helping me navigate the nuances of self-managed vs. robo-advised vs. actively managed accounts for my assets. There are a lot of considerations and she was able to thoroughly explain and provide the resources needed for me to make an informed decision.Ask for Marianne when you are there

Oct 2018

Allen makes this place tolerable. The institute LAPlus, is FOR the benefit of senior citizens and disabled. This is a terrible place now THAT Allen has left. I would Never advise ANYONE TO go to this place. GET YOUR OWN LAWYER OR ADVISIOR...