Baker Wealth Management
About the Business
Baker Wealth Management is a leading financial institution located at 10955 Winds Crossing Drive in Charlotte, North Carolina, United States. Specializing in personalized investment strategies and wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Baker Wealth Management offers tailored solutions to meet your individual needs. Trust us to provide expert guidance and support as you navigate the complexities of the financial market. Contact us today to schedule a consultation and start building a brighter financial future.
Photos
Location & Phone number
10955 Winds Crossing Dr #100, Charlotte, NC 28273, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Baker financial is terrific Trust and integrity are the 1st words that come to my mind.Jason ,Danw and the whole team are truly awesome."
"Trust and integrity are the first words that come to mind with the professionals at Baker Financial Group. These are essential starting points when you are engaging someone to invest your life savings. We have never once felt they made a recommendation or decision that was not in our best interest. With that foundation the invest advice and philosophy has been excellent with above market returns while diversifying our investment risk. It is worth at least one visit to learn how they can work for you."
"Baker Financial is terrific. Our clients appreciate the attentiveness and service Jason, Dawn and the whole team provide. I also appreciate that Jason and Dawn always make sure our mutual clients' beneficiary forms are correct to insure that their estate plan works as it is intended. Thank you for your assistance."
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