Baum Financial Services, Inc.
www.baumfinancialservices.comAt Baum Financial Services we focus on providing retirement income planning for people nearing or already in retirement. Our mission is simple and straight forward - we create retirement income plans for our clients that deliver income, safety and security for life. Since 2003 we have worked to help people just like you to create retirement income plans for a secure future. Our approach is centered on generating retirement income, reducing risk of loss and preserving your retirement assets. In addition, our retirement income plans are designed to minimize income tax liabilities, reduce the taxes on Social Security benefits and enhance your estate.
Read moreAt Baum Financial Services we focus on providing retirement income planning for people nearing or already in retirement. Our mission is simple and straight forward - we create retirement income plans for our clients that deliver income, safety and security for life. Since 2003 we have worked to help people just like you to create retirement income plans for a secure future. Our approach is centered on generating retirement income, reducing risk of loss and preserving your retirement assets. In addition, our retirement income plans are designed to minimize income tax liabilities, reduce the taxes on Social Security benefits and enhance your estate.
Read moreCountry
State
Florida
City (Headquarters)
The Villages
Employees
1-10
Founded
2003
Estimated Revenue
$1,000,000 to $5,000,000
Social
Employees statistics
View all employeesPotential Decision Makers
Chief Financial Officer
Email ****** @****.comPhone (***) ****-****Administrative Assistant
Email ****** @****.comPhone (***) ****-****Financial Accountant
Email ****** @****.comPhone (***) ****-****Senior Accountant
Email ****** @****.comPhone (***) ****-****
Technologies
(32)