"Wealth management services for families, businesses, farmers, and professionals."

Baker Retirement & Wealth Management, P.C. has the experience to help you make the best informed decision.

Plan for Retirement

You work hard everyday.  But is your money working hard for you?  Do you have a plan for how you will spend your golden years?  The fact is that you can’t work forever.  You need a financial game plan for your retirement.

Our team works with individuals just like you everyday.  We explore all of your investment options and help you make informed financial decisions.  The Baker team is your advocate, working hard to help you reach your retirement goals

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Build Your Legacy

Passing your wealth to the next generation is not a simple task.  Regulations, taxes, and legal fees can dip into the nest egg you’ve built for your family.  Baker Retirement & Wealth Management, P.C. has years of experience helping people like you plan legacy decisions.

Whether you need help establishing a trust, passing the family farm to the next generation, or simply planning for retirement, the Baker team can help you develop a winning strategy.

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Navigating The Unpredictable

Life happens.  Luckily for you, the Baker Wealth team has seen just about every financial situation.  Bankruptcy, changes in employment, and selling a business are just a few things that can create stress.  Proactively dealing with these situations can pay significant dividends.

Jeff Baker is a Certified Financial Planner and will walk with you through your most difficult times.  Tap into Jeff’s decades of experience to achieve your goals.

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Visitors to BakerRetirement.com should not act upon BakerRetirement.com’s content or information without first seeking appropriate professional advice. This website is provided for informational purposes only. It does not constitute an offer to sell, a solicitation, or an offer to buy a security in any jurisdiction in which, or to any person to whom, it is unlawful to make such an offer or solicitation. Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates. Securities offered through Vanderbilt Securities, LLC • Member: FINRA, SIPC • Registered with MSRB. Advisory Services offered through Vanderbilt Advisory Services, LLC. Insurance Services offered through Vanderbilt Insurance and other agencies. Clearing Agent: National Financial Services, LLC. Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100
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