Baker & Launder Financial Services, LLC

Jun 2023

I've used this tax preparer for a few years now and have been satisfied with the service. This year, however, after 2 phone messages and a text left for Heidi, I've gotten no responses. Not good service for what I'm paying this year!

Oct 2019

Update 2 weeks after our meeting (dropping from 5 stars to 2): I was initially told via email that there is no charge for the first appointment. However, two weeks after our meeting I received an invoice for $150. Would not have minded paying for it if they had been up front about the cost (cost seems fair), but disappointed by the surprise bill, lack of understanding in response, and the way billing was handled (no mention of it during the actual meeting).From 9/13: I met with Mr. Launder for a consultation regarding tax advice and thinking through investment options. He talked through my questions thoroughly and thoughtfully - offered great ideas to consider. ...read full review

Oct 2019

I trusted my retirement account to Dave Baker from Baker and Launder starting in February 2010 until July 2019. During this time the DJIA has grown from 10,000 to over 26,000. Although my account could and should have easily doubled during this time my account averaged Around 4 percent growth per year. This was way below any of the major indexes and any of the charts my account was compared to show my account should have been much much more.He also invested a large amount of my portfolio in Northstar a real estate investment trust that is a very risky investment with little chance of a return or even getting your money back! Why would a financial expert do this?...read full review