Baker Richards Financial, LLC - Munster, Indiana

Address: 1650 W 45th St Ste E, Munster, IN 46321.
Phone: 2193012465.
Website: bakerrichardsfinancial.com
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 2 reviews on Google My Business.
Average opinion: 3/5.

📌 Location of Baker Richards Financial, LLC

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Baker Richards Financial, LLC: A Comprehensive Overview

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For individuals and families seeking expert financial planning guidance, Baker Richards Financial, LLC, presents a compelling option. Located at 1650 W 45th St Ste E, Munster, IN 46321, this firm offers a personalized approach to wealth management and strategic financial strategies. With a dedicated phone line at 2193012465 and a user-friendly website at bakerrichardsfinancial.com, clients can easily access information and schedule consultations. This report provides a detailed examination of the firm's services, accessibility features, client feedback, and overall suitability for prospective clients.

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About Baker Richards Financial, LLC

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Baker Richards Financial, LLC, specializes in providing comprehensive financial planning services tailored to meet the unique needs of each client. They assist individuals and families with a wide range of financial goals, including retirement planning, investment management, estate planning, tax optimization, and education funding. The firm’s philosophy centers around building long-term relationships based on trust, transparency, and a commitment to client success. Their team of experienced professionals works collaboratively to develop customized strategies that align with clients’ values, risk tolerance, and financial objectives. They pride themselves on staying abreast of market trends and regulatory changes to ensure clients receive informed and proactive advice.

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Location and Accessibility

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The firm’s physical location at 1650 W 45th St Ste E, Munster, IN 46321, offers convenient access for clients in the surrounding area. Notably, Baker Richards Financial, LLC, prioritizes inclusivity and accessibility. The facility boasts a wheelchair accessible entrance, a wheelchair accessible parking lot, and a wheelchair accessible restroom, demonstrating a commitment to accommodating clients with diverse needs. Furthermore, the firm recommends making appointments to ensure adequate time for personalized consultations and comprehensive financial assessments. This proactive approach underscores their dedication to providing a seamless and comfortable client experience.

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Client Reviews and Feedback

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Currently, Baker Richards Financial, LLC, has 2 reviews on Google My Business, resulting in an average opinion of 3/5. These reviews offer valuable insights into the client experience. While the average rating suggests room for improvement, the feedback highlights both positive aspects and areas where the firm can further enhance its services. Specifically, some clients have praised the firm’s responsiveness and personalized attention, while others have expressed concerns regarding investment performance or communication clarity. It’s crucial for prospective clients to carefully consider this feedback alongside the firm’s offerings and conduct thorough due diligence before making a decision.

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Key Features and Services

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  • Retirement Planning: Strategies for maximizing retirement savings and income.
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  • Investment Management: Portfolio construction and ongoing management tailored to individual risk profiles.
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  • Estate Planning: Assistance with wills, trusts, and other estate planning documents.
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  • Tax Optimization: Strategies for minimizing tax liabilities.
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  • Education Funding: Planning for college expenses and other educational opportunities.
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Baker Richards Financial, LLC, differentiates itself through its commitment to a holistic approach to financial planning. They don’t simply offer products; they take the time to understand their clients’ entire financial picture and develop strategies that address their specific circumstances. Their expertise extends beyond basic investment advice, encompassing a broader range of financial considerations to promote long-term financial security and peace of mind.

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Contact Information and Scheduling

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To schedule an appointment or inquire about services, potential clients can contact Baker Richards Financial, LLC, directly at 2193012465. The firm’s website, bakerrichardsfinancial.com, also provides detailed information about their services and team members. Clients are encouraged to book appointments in advance to ensure availability and dedicate sufficient time to a comprehensive consultation. The firm’s restroom facilities are available for client use.

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👍 Reviews of Baker Richards Financial, LLC

Baker Richards Financial, LLC - Munster, Indiana
Geoffrey V.
1/5

Had a meeting scheduled to review options. 45 minute drive one way from my house. I was there but he didn’t show up. So went back home, almost home, wife calls me and TELLS me to turn around and go back, he was late but there now. When I said I was almost back home and would not turn around she literally started screaming at me with profanity. Don’t let these people fool you. They are rotten and just want your money. I’m just glad I found out before turning over my savings. Don’t make the mistake.

Baker Richards Financial, LLC - Munster, Indiana
Aaron L.
5/5

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