Baker Wealth Management - Charlotte, North Carolina

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Baker Wealth Management

Baker Wealth Management is a reputable financial planning and investment company located at 10955 Winds Crossing Dr #100, Charlotte, NC 28273, United States. The company specializes in providing tailored financial planning services and investment solutions to their clients.

With a team of experienced professionals, including Jason and Dawn, Baker Wealth Management offers personalized attention and exceptional service to ensure their clients' financial goals are met. They take the time to understand each client's unique needs and circumstances to develop comprehensive strategies that align with their objectives.

In addition to their expertise in financial planning, Baker Wealth Management also ensures that their clients' beneficiary forms are accurate and up-to-date. This attention to detail helps to guarantee that their clients' estate plans function as intended, providing peace of mind and security for their loved ones.

The company is committed to providing a comfortable and accessible environment for all clients. They offer wheelchair-accessible parking and entrances, making it easy for everyone to access their services. It is recommended to schedule an appointment in advance to ensure the best possible experience.

Baker Wealth Management has received positive reviews on Google My Business, with an average rating of 4 out of 5 stars. Clients appreciate the dedication and professionalism demonstrated by the entire team, particularly noting the attentiveness and service provided by Jason and Dawn.

Overall, Baker Wealth Management is a trusted and reliable financial planning and investment company that values personalized service, attention to detail, and client satisfaction.

Key Features and Services

• Financial Planning: Comprehensive financial planning services tailored to individual client needs
• Investment Solutions: Customized investment strategies to help clients achieve their financial goals
• Accurate Beneficiary Forms: Ensuring that clients' beneficiary forms are correct and up-to-date

Location and Contact Information

Address: 10955 Winds Crossing Dr #100, Charlotte, NC 28273, United States

Phone: 7045879596

Website: bakerwealthmanagement.com

Other Points of Interest

• Wheelchair-accessible parking
• Wheelchair-accessible entrance
• Appointments recommended

Reviews and Opinions

Baker Wealth Management has received 4 reviews on Google My Business, with an average rating of 4 out of 5 stars. Clients appreciate the attentiveness and service provided by the team, particularly Jason and Dawn. The company is praised for its dedication to ensuring that clients' beneficiary forms are correct and up-to-date, which helps to guarantee the effectiveness of their estate plans.

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"summary": "Baker Wealth Management is a reputable financial planning and investment company located in Charlotte, NC, offering personalized services and a commitment to client satisfaction.",
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👍 Reviews of Baker Wealth Management

Pete N.

5/5

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.

Walter S.

5/5

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.

Scott M.

1/5

Difficult to work with, not responsive to requests, and questionable business practices. We’ve given BWM ample opportunity to make things right, unfortunately they haven’t been able (or willing) to do so. I would not trust my investment portfolio to this group.

Edwardo V.

5/5

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.