Services Offered
Investment Management
Personalized portfolio management with a focus on long-term growth and risk assessment.
Estate Planning
Comprehensive services including revocable trusts, wills, and legal document preparation.
Retirement Planning
Tailored strategies for seniors and retirees to ensure financial security and enjoyment.
Financial Guidance
Proactive advice and regular meetings to keep clients accountable and informed on financial decisions.
Trust Services
Creation and management of trusts to protect assets and streamline estate transitions.
Reviews
5(5 reviews)
Rating Distribution
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Xiaolin Chu
via Google
about 1 month ago
Todd Bauman provides excellent financial guidance and is very proactive. I really value our every-six-month meetings, which keep me accountable and informed. His advice is always spot-on for retired seniors like me!
J
Jan Robinettevia Google
about 2 months ago
The Bauman team is so wonderful to work with. We have complete trust in Todd and appreciate his patience and guidance taking care of our retirement.
M
michela wintervia Google
about 2 months ago
Todd has taught us how to save money and enjoy our retirement. Bauman has done more for us then we could imagine! Thank you!
M
Marilyn Paulvia Google
about 2 months ago
I've been a client of Todd's for 25 years and his guidance has been invaluable. He has managed my investments with care, created my revocable trust and provided thoughtful advice through every major financial decision. Over the years,Todd and I have also become close friends which speaks to the trust and respect he builds with his clients. His staff is equally impressive -- always friendly, competent and quick to help with anything I need. They make every interaction smooth and welcoming and it's clear they share Todd's commitment to outstanding service Todd is knowledgeable, trustworthy and consistently professional. He takes the time to explain options clearly and always keeps my long-term goals in focus. After decades of working together, I can confidently say he is a financial advisor you can rely on. Highly recommended.
T
Tina Barhamvia Google
3 months ago
I am really happy with the service I received from this company. The process to get our living trust and Wills completed was effortless. I will warn you that it is almost like having to fill out a lot of documents for purchasing a home. Morgan, Kent, the receptionist and all of the other employees were very friendly which is a good thing since we will have a life-long relationship with them. Outstanding customer service skills. One suggestion I have is for them to get more employees who represent the customers they serve. I d like to see more diversity. ❤️😘🙂
