Gerald Baker Financial Group, L.l.c.dba Baker Financial Services

Baker Financial Services, LLC provides professional portfolio management, financial planning, and advisory consultation services for individuals, families, trusts, estates, charitable organizations, corporations, and retirement plans. Baker Financial Services builds customized portfolios using an asset allocation approach that incorporates active and passive strategies across various asset classes, including stocks, bonds, mutual funds, exchange-traded funds, and annuities. Portfolios can be managed on a discretionary or non-discretionary basis. In addition to investment management, Baker Financial Services offers financial planning covering personal records, tax and cash flow, death and disability, and retirement goals, as well as targeted consulting on specific financial topics.