Andrew J Baker
Personal Wealth Manager at Independent Financial Group, LLC
- Role
- Personal Wealth Manager at Independent Financial Group, Llc
- Location
- Syracuse, NY, US
- LinkedIn followers
- 500 followers
About Andrew J Baker
Andrew J Baker, CRPC holds the belief that in order to provide world class service and…
Experience
Personal Wealth Manager
Independent Financial Group, Llc
Dec 2012 — Present · Cicero, NY, US
Andrew J. Baker is a Personal Wealth Manager with Independent Financial Group, LLC. He specializes in working with people in or near retirement. He has a Chartered Retirement Planning Counselor® designation from The College For Financial Planning.Andrew is a distinguished member of many professional organizations. He is a Past President of The National Association of Insurance and Financial Advisors (NAIFA) –Syracuse.Andrew is a lifetime resident of Central New York, and currently resides in Cicero with his wife Kathy, daughter Payton and son Drew.“Registered Representative offering Securities & Advisory Services through Independent Financial Group, LLC (IFG). Member FINRA/SIPC.\"Licensed to sell securities in the following states: FL, MA, MD, PA & NY. Information is provided from sources believed to be reliable however we cannot guarantee orrepresent that it is accurate or complete. Because situations vary, any information providedon this site is not intended to indicate suitability for any particular investor. Hyperlinks areprovided as a courtesy. When you link to the 3rd party website you are leaving our site andassume total responsibility for your use at these sites.”
Skills
- Mutual Funds
- Wealth Management
- Portfolio Management
- Asset Allocation
- Long Term Care Insurance
- Medicare
- Financial Planners
- 401k
- Pensions
- Buy-Sell Agreements
- Alternative Investments
- Insurance Brokerage
- Long-Term Care
- Investment Advisory
- Life Insurance
- Iras
- Strategic Financial Planning
- Key Person Insurance
- Term Life Insurance
- Estate Tax Planning
- Disability Insurance
- Fixed Annuities
- Investments
- General Insurance
- Retirement Planning
- Brokers
- 401k Rollovers
- Roth Ira
- Universal Life
- Financial Advisory
- Income Protection
- Wealth
- Retirement Plan Consulting
- Investment Strategies
- Qualified Retirement Plans
- Variable Annuities
- Succession Planning
- Retirement
- Finance
- Asset Management
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