
I have been a client of Robert W Baird & Co for many years. I have always had great service and trust my advisor. Yes, he manages my money, but more important he educates me and keeps me informed...
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Robert W Baird & Co is a financial services firm based in Roseville, CA, offering a range of investment and wealth management services to individual and institutional clients.
With a focus on personalized financial solutions and strategic advice, the company aims to help clients navigate the complexities of the financial markets and achieve their long-term goals.
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I have been a client of Robert W Baird & Co for many years. I have always had great service and trust my advisor. Yes, he manages my money, but more important he educates me and keeps me informed...
When I invested $250k with Doug MacFarlane/Baird in September of 2021, I was clear about wanting the investment put into a low risk, limited stock market exposure portfolio. I made $3k the first...
After about 40 years of loyalty with Baird, they transfer my mother's account from Roseville to Milwaukee. They have some idiot working her account that wants a copy of my mothers living trust...
I was given a recommendation to an adviser from a friend. Apparently $200K will only get the the new kid in the company. How tacky to make an appointment with me then at the last minute email me...