Shawn CFP

Financial Planner at M.J. Baker Financial Advisors - Avon Lake, OH, US

Shawn CFP's Contact Details
HQ
440-933-2059
Location
Company
M.J. Baker Financial Advisors
Shawn CFP's Company Details
M.J. Baker Financial Advisors logo, M.J. Baker Financial Advisors contact details

M.J. Baker Financial Advisors

Avon Lake, OH, US • 5 - 9 Employees
Financial Services

We are an Investment Adviser Representative of Commonwealth Financial Network, the advisors here at M.J. Baker Financial Advisors create, implement, and monitor customized financial plans designed to help affluent individuals and families pursue their financial goals. We thoroughly assess and analyze your complete financial picture to ensure that your strategy reflects your values, risk tolerance, and ultimate life objectives. We're known for taking a conservative approach to wealth management. We've built a reputation based on sound judgement and prudent decision-making values that have helped so many of our clients protect their existing assets and successfully pursue their goals. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, GA, IL, IN KY, NC, NM, NV, OH, PA, TX, UT, WV. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®, member FINRA/SIPC, a registered investment adviser. Fixed insurance products and services offered by M.J. Baker Financial Advisors are separate and unrelated to Commonwealth. M.J. Baker Financial Advisors, 130 South Point Drive, Avon Lake Ohio, 44012. Phone number 440-933-2059.

Investment Management Education Planning Business Succession Strategies Post-Retirement Income Planning Insurance Planning Strategies for Minimizing Tax Burdens Estate Planning Charitable Giving Strategies Financial Services Financial Advisory Services
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Frequently Asked Questions about Shawn CFP
Shawn CFP currently works for M.J. Baker Financial Advisors.
Shawn CFP's role at M.J. Baker Financial Advisors is Financial Planner.
Shawn CFP's email address is ***@mjb-financial.com. To view Shawn CFP's full email address, please signup to ConnectPlex.
Shawn CFP works in the Financial Services industry.
Shawn CFP's colleagues at M.J. Baker Financial Advisors are Kevin Brunner, Anthony Z., Anthony Zak, Shawn Brunner and others.
Shawn CFP's phone number is ["(870) 219-3336"]
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