Liam Baker's Company Details
Folsom, CA, US • 5 - 9 Employees
Investment Bank/Securities Brokerage
A boutique advisory firm that builds custom investment portfolios and provides comprehensive financial planning for our high net worth clientele, in El Dorado Hills, CA.-Portfolio management-Retirement planning-Roth, Traditional & SEP IRA's-Estate planning -Tax-efficient investing-Charitable gifting -Legacy planning-401(k)'s, Pension Plans, Defined Benefit Plans
Financial Planning
Portfolio Management
Social Security Analysis
Mutual Fund Research
Individual Stocks & Bonds
Estate Planning
401(k) Management
Long Term Care Insurance
Medicare Insurance
Individual Stocks & Bonds
fiduciary
investing
investments
Individual Stocks & Bonds