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Baker Wealth Management
- Financial Services
- Charlotte, NC
About this business
Comprehensive holistic financial planning for families.
Location details
10955 Winds Crossing Dr #100, Ste 100, Charlotte, NC, 28273, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Difficult to work with, not responsive to requests, and questionable business practices. We’ve given BWM ample opportunity to make things right, unfortunately they haven’t been able (or willing) to do so. I would not trust my investment portfolio to this group.
Baker Financial is terrific. Our clients appreciate the attentiveness and service Jason, Dawn and the whole team provide. I also appreciate that Jason and Dawn always make sure our mutual clients' beneficiary forms are correct to insure that their estate plan works as it is intended. Thank you for your assistance.
Trust and integrity are the first words that come to mind with the professionals at Baker Financial Group. These are essential starting points when you are engaging someone to invest your life savings. We have never once felt they made a recommendation or decision that was not in our best interest. With that foundation the invest advice and philosophy has been excellent with above market returns while diversifying our investment risk. It is worth at least one visit to learn how they can work for you.
Frequently asked questions about Baker Wealth Management
How is Baker Wealth Management rated?
Baker Wealth Management has a 4 star rating with 4 reviews.
When is Baker Wealth Management open?
Baker Wealth Management is closed now. It will open tomorrow at 9:00 a.m.
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