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“I've been working with Baker Wealth Strategies for a few years now. I have found that they have been thorough in their exploration of my goals and have offered very sound advice in developing a strategy that moves me toward my goals, minimizes my taxes and manages my risk. They take the time to answer my questions and provide clarifications when I need them. Theya re a key professional partner who I rely on to manage my financial goals.”
“Nick is a fantastic wealth and retirement advisor, he has a deep well of knowledge on Finance, how to put a long term plan together and make sure you are prepared for anything. He follows the economy and market, and has great communication. His office manager Clarissa is awesome!”
“Kayla Warren was very responsive and extremely helpful in exploring alternatives for our insurance needs. We moved some of our insurance coverage to Iscential, and I anticipate we will be moving the balance to Iscential in the near future.”
“My husband and I recently closed on our first home and we could not have done it with out our realtor, Mrs. Diane Peters with Walzel Properties. Mrs. Diane was patient, diligent and understanding on our journey to closing. From the many house visits to the unexpected changes, she alway stayed true to our desires. Mrs. Diane truly committed herself to ensuring we, the client were happy. All the while, keeping us in prayer. We will always be grateful to have had Mrs. Diane by our side advocating for us. We closed on July 30th and could not be more happier.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“Jonathan and Mayra are the best at their jobs. If you looking for a real customer service bank, this is it! They truly care and work extremely hard for their members. Give them a try, you will NOT go back to your old bank.”