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Business Profile

Retirement Planning Services

BAUM Financial Services, Inc.

Headquarters

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Retirement Planning Services.

About

About This Business

This is a full service financial service company specializing in retirement planning.

Products and Services

Our firm is based on the principle that financial education and a strong financial strategy are vital to the important financial decisions that you will make during your lifetime. Our goal is to help you make those decisions with peace of mind.

Business Details

BBB File Opened:
5/9/2008
Business Started:
7/23/2002
Business Incorporated:
7/23/2002
Type of Entity:
Corporation
Business Management:
Mr. Gerald Baum, President

Additional Contact Information

Principal Contacts
Mr. Gerald Baum, President
Customer Contacts
Mr. Gerald Baum, President
Mr. Gerald Piffath, CFO
Mr. Spencer Dix, Manager
Fax numbers
Primary Fax: (352) 686-8803
Other Fax: (352) 750-5287
Additional Phone Numbers
Other Phone: (352) 205-7966
Social Media
Facebook
Pinterest

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of A016161 for this business, issued by Florida Department of Financial Services

Florida Department of Financial Services

200 E Gaines St

Tallahassee FL 32399

BBB records show a license number of L059365 for this business, issued by Florida Department of Financial Services

Florida Department of Financial Services

200 E Gaines St

Tallahassee FL 32399

BBB records show a license number of AC0031493 for this business, issued by Florida Department of Business & Professional Regulation

Florida Department of Business & Professional Regulation

2601 Blairstone Rd

Tallahassee FL 32399

Additional Information

Other Resources
Florida Division of Certified Public Accounting
240 NW 76th Drive, Suite A
Gainesville FL 32607
Phone Number: (850) 487-1395
http://www.myfloridalicense.com/DBPR/certified-public-accounting/

More Resources

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