Reviews
Customer Review Ratings
Average of 6 Customer Reviews
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Review fromAdam g
Date: 10/10/2024
5 starsAdam g
Date: 10/10/2024
The team at Baker Richards has assisted me with my financial and retirement plans for the past 3yrs and I could not be more pleased. The staff is professional and patient with me and have offered some really intelligent solutions to growing my 401K portfolio. I'm just incredibly happy with the results and will continue to count on their sound advice in the future.
Baker Richards Financial, LLC
Date: 10/11/2024
Thanks for the great review!!Review fromTeresa M.
Date: 10/02/2024
5 starsTeresa M.
Date: 10/02/2024
They were very professional and explained in terms I understood what I currently had to what they had to offer, I was glad I choose the meeting to get me on the right path to retirement.Baker Richards Financial, LLC
Date: 10/02/2024
Thank you! Love working with you.Review fromSpencer M
Date: 09/29/2024
5 starsSpencer M
Date: 09/29/2024
Thank you Baker Richards Financial! I recently worked with **** on my present and future financial goals and hes exceeded all of my expectations. He is very knowledgeable in this field and has set me up for major success. They are also extremely easy to reach and provide very friendly customer service. I always recommend all my friends and family to reach out to them for their financial needs.Baker Richards Financial, LLC
Date: 10/01/2024
Thanks for a great review!Review fromAaron L
Date: 09/25/2024
5 starsAaron L
Date: 09/25/2024
I have worked with **** at Baker Richards for several years. They have always been great, completely straightforward and transparent. Truly personal service and always ready to help.Baker Richards Financial, LLC
Date: 09/26/2024
Thank you for the great review *****. Love working with you!Review fromTerry V
Date: 09/24/2024
5 starsTerry V
Date: 09/24/2024
My engagement/ongoing engagement with Baker Richards Financial has been an awesome and fruitful experience. They are patient and focused on understanding the needs of myself and my family and more importantly how to translate that into a lucrative investment plan that will sustain the growth of our portfolio well into the future. I do not come from a financial background, but I know what I want to achieve in terms of securing the future of my family. Baker Richards Financial has surpassed that not only in terms of creating our plan but more importantly in actual portfolio performance!!Baker Richards Financial, LLC
Date: 09/25/2024
Thank you ***** for your comments. Looking forward to many fruitful years ahead!Review fromGeoff V.
Date: 09/18/2024
1 starGeoff V.
Date: 09/18/2024
Had a meeting scheduled to review options. 45 minute drive one way from my house. I was there but he didnt 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. Dont let these people fool you. They are rotten and just want your money. Im just glad I found out before turning over my savings. Dont make the mistake.Baker Richards Financial, LLC
Date: 09/24/2024
We at Baker Richards Financial always strive to work hard for our Clients, listen to their goals and needs and love what we do. In this case, our advisor realized he was going to be 5 minutes late. We reached out via text 20 minutes prior to the scheduled appointment to let you know he was on his way. The hundreds of Clients that we have know that we treat everyone with professionalism and courtsey in this way and will be able to see through this false review. Our Clients also know that we would never stoop to the negativity we have been accused of.
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