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Clients

Serving Families, Farmers, & Businesses

When it comes to tax and insurance services in the Evansville area, you need a name you can trust.  We at Baker Retirement & Wealth Management have dutifully served the community for years.  From tax services to insurance products to professional advice, Baker has you covered from Harrisburg to Boonville to Henderson.

Although Baker serves a wide spectrum of clients, we specialize in four areas.  Families, farmers, business professionals, and small businesses need to look no further for reliable services.

  • Family tax services – When you look into your children’s eyes, you know how critical it is to make the right decisions.  Having an effective game plan for is an important part of achieving your goals.
  • Services for farmers – Farmers face enough elements that are out of their control.  Let Baker take the guesswork out of accounting-related decisions to help you focus on the farm.
  • Business professionals – Tax laws continue to change as fast as your busy schedule.  Baker is here to help you make the most informed decision for your career and family.
  • Small business tax & consulting – Baker understands that small businesses like yours face momentous challenges in our recovering economy.  Small business success will make America’s economy great again.  Let Baker help you make that happen.
Reach Out to the Baker Team
With a multitude of services available, contact Baker to find out how our services can benefit you.
Baker Retirement & Wealth Management is not a registered broker-dealer nor a registered investment advisor. Baker Retirement & Wealth Management is not a registered broker-dealer nor a registered investment advisor. Baker Retirement & Wealth Management and Vanderbilt Financial Group are separate and unaffiliated entities. Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates. Vanderbilt Financial Group does not provide tax or legal advice. Please consult with your tax and/or legal advisor regarding your personal circumstances. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Clearing agent: Fidelity Clearing & Custody Solutions
Advisory Services offered through Vanderbilt Advisory Services
Clearing agent: Fidelity Clearing & Custody Solutions
Insurance Services offered through Vanderbilt Insurance and other agencies
Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100
For additional information on services, disclosures, fees, and conflicts of interest, please visit www.vanderbiltfg.com/disclosures