Reviews for Baker Wealth Strategies

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  • Aug 2024

    Baker Wealth Strategies helps clients prepare for retirement through education, relationship building, and sound guidance. They take a holistic approach, considering each client's unique circumstances, desires, and lifestyle. Their strategies aim to mitigate risk, provide lifetime income, and offer growth opportunities. Clients appreciate their thorough exploration of goals, sound advice, and willingness to answer questions. Baker Wealth Strategies is known for its concierge-like service, breaking down complex financial concepts in an understandable way. With their expertise and personalized attention, clients feel confident in their financial planning and trust them to manage their financial goals.

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Hours

Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed

Tips

by appointment only women-owned

Ratings

Google Google: 4.9/5

Baker Wealth Strategies

13100 Wortham Center Dr 3rd floor, Houston

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