Cookies on BBB.org

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Manage Cookies
Share
Business Profile

Financial Services

Baker Retirement & Wealth Management, P.C.

About

About This Business

Established in 1985, Baker Retirement and Wealth Management, P.C. has been serving the community for over two decades by providing wealth, tax, and insurance advice to individuals, families, and businesses.

Products and Services

This company offers Wealth management services for families, businesses, farmers and professionals including bookkeeping, Public accounting & financial planning services.

BBB Accredited Since: 12/13/2012

Years in Business: 34

Business Details

BBB File Opened:
12/21/1990
Business Started:
12/21/1990
Business Incorporated:
2/9/1995
Type of Entity:
Corporation
Alternate Names:
Baker Tax Service
Baker Tax & Financial Services
Business Management:
Benjamin Baker, President
Number of Employees:
12

Additional Contact Information

Principal Contacts
Mr. Jeffrey B. Baker, CEO
Customer Contacts
Mr. Jeffrey B. Baker, CEO
Benjamin Baker, President
Joseph Baker, Vice President Treas
Mr. Adam Baker, Corporate Secretary
Additional Phone Numbers
Other Phone: (812) 842-2254

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Industry Tip

More Resources

BBB Business Profiles may not be reproduced for sales or promotional purposes.

BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles.

When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints.

BBB Business Profiles generally cover a three-year reporting period, except for customer reviews. Customer reviews posted prior to July 5, 2024, will no longer be published when they reach three years from their submission date. Customer reviews posted on/after July 5, 2024, will be published indefinitely unless otherwise voluntarily retracted by the user who submitted the content, or BBB no longer believes the review is authentic. BBB Business Profiles are subject to change at any time. If you choose to do business with this company, please let them know that you checked their record with BBB.

As a matter of policy, BBB does not endorse any product, service or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation. BBB charges a fee for BBB Accreditation. This fee supports BBB's efforts to fulfill its mission of advancing marketplace trust.