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Baker & Launder Financial Services, LLC
351 Prairie Heights Drive, Verona, Wisconsin, United States
About the Baker & Launder Financial Services, LLC
Baker & Launder Financial Services, LLC is a reputable finance institution located at 351 Prairie Heights Drive in Verona, Wisconsin, United States. With a focus on providing top-notch financial services to individuals and businesses, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Baker & Launder Financial Services, LLC is here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.
351 Prairie Heights Dr, Verona, WI 53593, United States
Opening hours of Baker & Launder Financial Services, LLC
Monday:
08:00 - 16:30
Tuesday:
08:00 - 16:30
Wednesday:
08:00 - 16:30
Thursday:
08:00 - 16:30
Friday:
08:00 - 16:30
Saturday:
Day off
Sunday:
Day off
Reviews of Baker & Launder Financial Services, LLC
"I've used this tax preparer for a few years now and have been satisfied with the service. This year, however, after 2 phone messages and a text left for Heidi, I've gotten no responses. Not good service for what I'm paying this year!"
"Great staff friendly and know there stuff!!"
"Update 2 weeks after our meeting (dropping from 5 stars to 2): I was initially told via email that there is no charge for the first appointment. However, two weeks after our meeting I received an invoice for $150. Would not have minded paying for it if they had been up front about the cost (cost seems fair), but disappointed by the surprise bill, lack of understanding in response, and the way billing was handled (no mention of it during the actual meeting). From 9/13: I met with Mr. Launder for a consultation regarding tax advice and thinking through investment options. He talked through my questions thoroughly and thoughtfully - offered great ideas to consider. He also took the time to think through past tax filing confusion points with me to help avoid issues in the future. Would definitely recommend him for investment planning, tax help, or general tax/finance questions."
"I trusted my retirement account to Dave Baker from Baker and Launder starting in February 2010 until July 2019. During this time the DJIA has grown from 10,000 to over 26,000. Although my account could and should have easily doubled during this time my account averaged Around 4 percent growth per year. This was way below any of the major indexes and any of the charts my account was compared to show my account should have been much much more. He also invested a large amount of my portfolio in Northstar a real estate investment trust that is a very risky investment with little chance of a return or even getting your money back! Why would a financial expert do this? Because Dave makes a high commission for selling REIT’S!! When asked why he invested in such a high risk investment without telling me it was high risk his reply was “it was in the prospectus “. Not exactly what you want to hear from a so called expert you trusted your portfolio to. Obviously I wish I never would have went to Baker and Launder and would be much closer to retirement if I had gone elsewhere. AVOiD this place. I wish I had!"
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