sindy w.
2/4/2025
My husband and I went to a seminar for Baum financial and made an appointment after being impressed with the financial speaker . We met with Mr.Baum and found him to be a upstanding gentleman. We...
Baum Financial Services
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940 Lakeshore Dr
The Villages, FL 32162
Baum Financial Services, located in The Villages, FL, specializes in helping individuals and families regain control of their financial future through strategic retirement planning. Their MAP process provides a systematic approach to generating income, managing taxes, and creating flexibility in financial strategies to adapt to life's changes.
The firm offers complimentary resources, such as guides on navigating potential economic downturns, and hosts informational seminars focusing on retirement income strategies and legacy planning. With a focus on lower-risk financial products and individualized planning, Baum Financial Services aims to empower clients to feel confident about their retirement journey.
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2.53 reviews
Robert A.
10/20/2020
Beware of Baum Financial Service; it is the worst! I purchased three annuities from him and afterwards I never received any information. Once he had my monies there was no follow up calls. He also...
Kevin K.
4/2/2019
Went for Tax law change seminar. Very little information give. Free lunch No had to fill out personal information form to get dinner. Just a sales pitch for his annuity. This guy is a butcher not...
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