The Baker/Brown Company |
Products and Services/Retirement Strategy
Retirement Strategy We work as a team with attorneys and accountants to provide our clients with estate and charitable financial strategy. Our goal is to preserve our clients assets. We offer services that include the use of:
Mutual Funds Annuities fixed and variable Bonds Stocks Medicare Supplement Insurance Planning Long-Term Care Policies Life Insurance Investments that keep pace with the stock market Qualified and Non-Qualified Retirement Plans IRAs
Simple IRAs Roth IRAs SEP Plans Defined Benefit Plans Profit Sharing Plans 401 (k) Annuities variable and fixed Invest rollovers and pensions |
The Baker/Brown Company 2035 Droylsden Lane Eustis, FL 32726
(301) 775-5089 Fax (352) 308-8633 e-mail address: joyce@bakerbrown.com Check the background of this investment professional on FINRA's BrokerCheck Securities offered through Peak Brokerage Services, LLC, Member FINRA, SIPC Registered Representatives may only conduct securities business with residents of the state(s) and jurisdiction(s) in which they are properly registered. For additional information, please contact me. The Baker/Brown Company and Peak Brokerage Services, LLC are unaffiliated entities. Revised: January 2022 web design by Tracy MacEwan
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