Baldridge Financial LLC

Baldridge Financial LLC is a full-service financial planning and tax firm based in Houston, TX, serving businesses nationwide. They specialize in providing holistic tax and financial planning services to small and midsize business owners, helping them optimize their business, lower their tax bill, and grow their wealth. With a team of experienced CPAs, Financial Advisors, and accounting staff, Baldridge Financial offers a range of services including financial planning, tax advisory preparation, investment management, accounting bookkeeping, and CFO advisory services.

They have extensive experience working with clients in various industries such as technology, real estate, healthcare, construction, and oil and gas. Baldridge Financial is known for their expertise in handling complex tax situations and providing personalized solutions tailored to each client's goals. Their mission is to integrate small business finances with the owner's personal goals, ensuring that their money is put in the right place at the right time.

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