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      General Info

      At Baum Financial Services our sole focus is providing retirement income planning for people nearing or already in retirement. We review our clients wills, estate plans/trusts, taxes, and insurance. Our comprehensive services integrate all aspects of our client’s financial picture in a coordinated effort to provide for financial clarity and multi-generational wealth. Just imagine a complete portfolio, where all your financial, estate, and tax preparation needs are addressed in a customized binder. This is your comprehensive retirement plan. Our coordinated approach ensures that your plan is developed using an all-inclusive view. We have found that many financial services professionals focus on products; our experience shows that our clients’ needs are best met by focusing on processes and most importantly, people.

      HoursOPEN NOW
      Regular Hours:
      Mon - Fri

      Contact Info

      Phones:

      Main - 352-205-7966

      Fax - 352-750-5287

      ExtraTollFree - 800-514-7045

      Extra - 352-686-4925

      Address:
      940 Castlehill Dr Suite 100 The Villages, FL 32162
      Link:

      http://baumfinancialservices.com

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      Categories
      Annuities & Retirement Insurance Plans, Financial Planning Consultants, Financial Services, Retirement Planning Services
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