Baskin Financial Planning 3965 Pepperwell Circle, OH 45440
About the Business
Baskin Financial Planning, located at 3965 Pepperwell Circle, Ohio, United States, specializes in providing financial planning and investment management services for military personnel, veterans, and business owners. Founded by dual Major Air Force Officers, the institution aims to help clients achieve financial freedom and confidence in their financial futures. Whether it's optimizing pay and benefits for military personnel, or managing business and personal finances for veteran business owners, Baskin Financial Planning offers unbiased and straightforward advice. Unlike traditional financial advisors who may be associated with financial companies or broker dealers, Baskin Financial Planning takes a holistic approach to wealth management, focusing on every aspect of a client's financial well-being. Clients can expect transparency, no hidden costs, and no product sales or commissions. By working with Baskin Financial Planning, clients can feel more confident in their financial decisions and take steps towards financial freedom.
Location & Phone number
3965 Pepperwell Cir, Sugarcreek Township, OH 45440, United States
Hours open
Monday:
8:00 AM - 7:00 PM
Tuesday:
8:00 AM - 8:00 PM
Wednesday:
8:00 AM - 8:00 PM
Thursday:
8:00 AM - 8:00 PM
Friday:
8:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"We have been working with Baskin Financial Planning for about a year now, and have been super grateful to have Erik as our family's financial advisor. He not only looks at retirement planning, but assists in analyzing our family's goals, whether that be this year, 3-5 years, or onward. He is not like other financial planning firms trying to sell anything or gain anything from working with his clients. He truly cares for each client, and is willing and able to propel our family's financial success to achieve our goals faster. Highly recommend him to anyone looking to advance their financial position, or have someone that can provide honest, reliable, and sound advise."
"Erik’s experience and resources are second to none. He’s super knowledgeable and able to provide sound advice for every situation. Additionally, his personality and work ethic makes him and absolute blast to work with."
"I’m subscribed to BLUF finance and took advantage of his 1:1 counseling session. He answered all of my questions and even followed up with more detailed information in an email. He really is an expert in his field and gave me the confidence that I am on the right financial track."
"Erik is everything and more you would want in a financial planner. He is always available for questions, communicative with all transactions, and knowledgeable in all phases of life decisions. I have trusted Erik with my finances for 6 plus years now and couldn't ask for a better financial planner for my family."
"If you’re a military family looking to secure your financial future, there is no advisor that I would recommend more than Baskin Financial Planning. Erik is an expert navigator of the many financial requirements and resources that are specific to military families, and can easily tailor his services to meet your needs and budget. For any military member, Baskin Financial Planning will be a fantastic service."
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