Services

The Baker Iannaccone Sarama Financial Consulting Group provides a first class level of service and attention to our clients. We understand that your lifestyle changes. We are here to make sure your financial plan changes along with it.

 

By meeting with our team, you will gain access to a wide range of investment products and strategies that we will use to build your diversified and personalized portfolio. 

 

Our services include:

  • Wealth Management
  • Investment Planning
  • Insurance Analysis
  • Retirement Planning
  • Lending (credit lines, mortgages, etc.)
  • Education Funding - 529s

 

 

Contact us today to start planning for your financial future.