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Baum Financial Services, Inc.

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at baum financial services we focus on providing retirement income planning for people nearing or already in retirement. our mission is simple and straight forward - we create retirement income plans for our clients that deliver income, safety and security for life. since 2003 we have worked to help people just like you to create retirement income plans for a secure future. our approach is centered on generating retirement income, reducing risk of loss and preserving your retirement assets. in addition, our retirement income plans are designed to minimize income tax liabilities, reduce the taxes on social security benefits and enhance your estate.

Headquarters:
940 Lakeshore Drive, Suite 100, The Villages, Florida, United States, 32162
Industry:
Financial Services
Founded:
2003
Employees:
7
Annual Revenue:
-

Type: Private
Ticker: -
United States 6
Retirement Income Planning
SIC Code: 62Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Industry Sector:
NAICS Code: 523920Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: Portfolio ManagementNational Industry: Portfolio Management
NAICS Code: 52421Sector: Finance and InsuranceSub Sector: Insurance Carriers and Related ActivitiesIndustry Group: Agencies, Brokerages, and Other Insurance Related ActivitiesNAICS Industry: Insurance Agencies and BrokeragesNational Industry:

Frequently asked questions about Baum Financial Services, Inc.

Let us help answer the most common questions you might have.

Where is Baum Financial Services, Inc. located?

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Baum Financial Services, Inc.'s headquarters is located at 940 Lakeshore Drive, Suite 100, The Villages, Florida, United States, 32162

What is Baum Financial Services, Inc.'s official website?

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Baum Financial Services, Inc.'s official website is baumfinancialservices.com

What is Baum Financial Services, Inc.'s SIC code?

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SIC Code: 62Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Industry Sector:

What is Baum Financial Services, Inc.'s NAICS code?

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NAICS Code: 523920Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: Portfolio ManagementNational Industry: Portfolio Management
NAICS Code: 52421Sector: Finance and InsuranceSub Sector: Insurance Carriers and Related ActivitiesIndustry Group: Agencies, Brokerages, and Other Insurance Related ActivitiesNAICS Industry: Insurance Agencies and BrokeragesNational Industry:

How many employees does Baum Financial Services, Inc. have?

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Baum Financial Services, Inc. has 7 employees

What industry does Baum Financial Services, Inc. belong to?

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Baum Financial Services, Inc. is in the industry of: Financial Services

What are Baum Financial Services, Inc.'s social media links?

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Baum Financial Services, Inc. Facebook page
Baum Financial Services, Inc. Linkedin page

Distrobird — Free Sales Engagement Platform

Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.


You’ll be in good company
Calling Distrobird an all-in-one tool is an oversimplification of the value it delivers. All the workflows we need to acquire and support our SMB users across all channels are deeply integrated. I couldn’t be happier with our choice.

Jody Schnarr

CEO of Fibernetics

The #1 reason why we chose Distrobird is because it provides all the building blocks we need to engage our customers in a unified way — From email, texting, telephony and collaboration. This is probably the last tool you’ll buy for lead and customer outreach.

Laurel Palmer

Director, College Fund, Kalamazoo College

Stitching together a bunch of integrations and add-ons across multiple vendors is not my idea of productivity or efficiency. Thats why we chose Distrobird — each module is as full featured as any standalone competition.

Paul Marai

VP Digital Marketing

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