What are Baumgartner Financial Svc's hours?

Baumgartner Financial Svc's hours are Monday thru Friday; 8:00 am - 5:00 pm.

What is Baumgartner Financial Svc's address?

Baumgartner Financial Svc is located at 201 E High St, Bryan, OH 43506.

What is Baumgartner Financial Svc's phone number?

Baumgartner Financial Svc's phone number is (419) 636-6000.

Baumgartner Financial Svc

Name: Baumgartner Financial Svc
Address: 201 E High St, Bryan, OH, 43506, US
Telephone: (419) 636-6000

201 E High St BryanOH43506

(419) 636-6000

baumgartnerfinancialservices.com

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Description

Our mission is to achieve long lasting client relationships built on trust and client satisfaction. We work one on one with individuals, families, and family-owned businesses to learn what their financial goals are for the present as well as for the future. We customize an asset allocation model portfolio to meet their financial goals. Our team rebalances this personalized portfolio based on...

by hotfrog on June 08, 2013 from hotfrog

Information from the business

We specialize in the following services: Retirement Planning, Traditional IRAs, Roth IRAs, Rollover IRAs, Solo 401(K) Plans, Group 401(K) Plans, Open-end Mutual Funds, Create Asset Allocation Model Portfolios

by getfave on April 25, 2015 from getfave

Our mission is to achieve long lasting client relationships built on trust and client satisfaction. We work one on one with individuals, families, and family-owned businesses to learn what their financial goals are for the present as well as for the future. We customize an asset allocation model portfolio to meet their financial goals. Our team rebalances this personalized portfolio based on...

by botw on February 01, 2015 from botw

Financial Financial Planning Financial Planning Consultants Financial Services Investment Management Investment Services Investments Mutual Funds Retirement Planning securities