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Baxter & Associates, Inc.
Baxter & Associates, Inc. : Des conseils financiers pratiques qui évoluent avec vous.
5(5 avis)
Comptable
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Baxter & Associates, Inc. : Des conseils financiers pratiques qui évoluent avec vous.
À Wichita, Baxter & Associates, Inc. propose des services de comptabilité, de finances et de conseil. Les avis soulignent une équipe proactive et réactive — comprenant Scott, Don et Justin — qui guident la planification du 401(k), les rentes d’assurance personnelles et la gestion de portefeuille avec des conseils clairs et transparents. Les clients louent le professionnalisme et une approche fiable à long terme qui aide les portefeuilles à se développer et à s’aligner sur leurs objectifs.
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Mise en place stratégique, rationalisation et gestion continue des régimes de retraite de l'entreprise avec des recommandations proactives.
Gestion de portefeuille personnalisée axée sur des rendements constants et une croissance ajustée au risque pour les clients individuels.
Analyse approfondie de l'assurance, de la dette et des objectifs afin de créer des stratégies financières personnelles à long terme.
Conseil expert sur les annuités d'assurance pour sécuriser et optimiser la protection financière personnelle.
Stratégies pour gérer et réduire la dette tout en s'alignant sur les objectifs financiers globaux.
I have invested with Baxter for over 20 years and they manage my entire portfolio. We achieve good, consistent financial returns without taking excessive risk. The entire staff works hard to understand your personal situation and changing needs - they treat you like family and I would recommend Baxter to anyone!
Baxter & Associates, Inc. in Wichita has been an outstanding partner for our company’s 401(k) plan. Their team—especially Scott, Don, and Justin—has been incredibly hands-on, responsive, and strategic in helping us strengthen and streamline our program. They take the time to understand our goals, educate us along the way, and proactively bring forward smart recommendations. I also trust them with my personal insurance annuity and investment management, and the level of care is just as strong. They make complex decisions feel simple, and their professionalism and integrity really stand out. Simply put, Baxter & Associates is a top-tier firm with a team that truly delivers. Highly recommended. Tom
Baxter and Associates has helped for many years with my investment accounts and always takes the time to recommend what makes the most sense for my situation. Everyone on the team is knowledgeable, professional, and helpful. I would highly recommend their services to anyone seeking financial guidance.
Baxter & Associates is the best! They're knowledgeable in how to help you grow the funds you put in, they are transparent, and they are always willing to break things down in terms you will understand. I have and will continue to send anyone in need of financial advising their way. It is wonderful knowing I always have someone on my side who is not just in it to make money off of me - they genuinely work for your ultimate well-being.
When it comes to financial planning, this is the place. Justin Baxter and his knowledgeable team took the time to truly understand my family, lifestyle, and long-term goals. They carefully analyzed every aspect of my finances — from insurance and debt management to future aspirations. Over the past five years, I’ve watched my portfolio grow while gaining a deeper understanding of how my money works for me. I would highly recommend Baxter & Associates to anyone looking for not just financial planning, but a dedicated team that grows with you through every stage of life
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