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Reviews for Baker Avenue Wealth Management
Add your commentBaker Avenue Wealth Management
301 Battery St floor 2, San Francisco
Directions Call Website Suggest an Edit
301 Battery St floor 2, San Francisco
Directions Call Website Suggest an Edit
I was introduced to them 3 years ago by an old friend. They manage all his retirement funds. I checked them out very thoroughly, going to both their San Fran & FL offices. I decided to try them and have been very pleased. I have moved more funds to them to manage and have referred friends to them who are also pleased.The Florida office has been closed and my representative is Marisa Rothstein in their New York office. She is very professional and brings value to every quarterly meeting. I like the depth of their investment team, King and Doug, and am very happy with their returns on our investments.I would recommend them.