Donald Baron
Retirement Planning | Employer Plans | Pensions | Financial Strategies | Portfolio Review | Annuities | IRA\'s | Fixed Income
- Role
- Retirement Plan Specialist at Transamerica
- Location
- Sioux Falls, SD, US
- LinkedIn followers
- 500 followers
About Donald Baron
Experienced professional with a passion for personal investing. My work experience has…
Experience
Retirement Plan Specialist
Jan 2020 — Present · Minneapolis, MN, US
As a financial advisor in Transamerica\'s Advice Center, I have conversations with participants to determine what is in their best interest moving forward with a former employer\'s plan. I work with participants to roll over their funds to a managed IRA, getting the assistance and guidance moving forward on their retirement account, as well as implementing a retirement plan that we continue to build on, to get our client\'s to their long term goals.
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