Baker and Co. Wealth - Raymond James
Investing
Why pick this one
Baker and Co. Wealth - Raymond James provides investment strategies, portfolio management and retirement planning in Wilmington, NC.
Best for
- retirement planning
- portfolio management
- business-owner financial planning
- estate, charitable giving and trust planning
- investors seeking a second opinion
Look elsewhere if
- seeking emergency financial services
- seeking a non-investment business
Specialties
- investment strategies
- portfolio management
- retirement planning
- estate, charitable giving and trust planning
- corporate retirement plan consulting
- business planning
- risk management
Certifications
- Raymond James
What makes them different
- Provides dedicated planning resources for business owners, families and individuals, retirees, women investors and pre-retirees
- Offers investment strategies, portfolio management, retirement planning, estate planning and risk management
- Offers a second-opinion service
- Provides online client access and client access videos
- Online appointment scheduling is available
- Serves
- Wilmington
Distilled from this business's own website.
Contact & Location
- Address
- 1508 Military Cutoff Rd STE 102, Wilmington, NC 28403
- Phone
- +19108339430
- Website
- http://bakerandcowealth.com/
Services
- wealth management
- financial planning
- investment management
- retirement planning
- business planning
- estate and charitable planning
- corporate retirement plan consulting
- risk management