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January 2024 by Kevin Osborn
Great team to work with!
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December 2023 by Matthew Bowe
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.
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December 2023 by Darlene Dee
Great experience working with Baker Wealth Strategies! They are truly concierge and walk me through things when needed. And more importantly, will break things down without making me feel like a child if I don't understand intricate financial things right away. Four million stars!!
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December 2023 by jayna byrd rossi
Baker Wealth is stellar. I wouldn’t trust anyone else with my financial planning. Everyone is extremely knowledgeable and really take the time to really listen to your goals and assess your needs.
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December 2023 by Richard Rueda
I have worked with Jennifer and her team at BWS for four years. I am very pleased with the direction of my overall portfolio and retirement plan.
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December 2023 by Nick Thilges
Jennifer and her team have put us on a great plan for our retirement.
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December 2023 by Diane Hill
Brings security to my life knowing that the people taking care of my finances are honest and trustworthy.
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December 2023 by Keith Dulaney
Consistently exceptional service. Looking forward to a prosperous relationship.
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December 2023 by Taylor Clouse
Jennifer and her team are top notch!
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March 2022 by Rick Rueda
Jennifer is very patient, helpful and knowledgeable.
