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(508) 747-0555

Baker Financial Services Inc.

Our Services

We provide assistance in the following areas:

Investment Services

  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Financial PlanningStrategies

  • Retirement Planning Analysis
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Savings Plans
  • Estate Analysis
  • Money Purchase Plans
  • Profit Sharing Plans

InsuranceServices

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance