Chamber of Commerce

      Baum Financial Services

      ( 4 Reviews )

      Baum Financial Services
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      Hours

      Tuesday:
      8:30 AM - 5:00 PM
      Wednesday:
      8:30 AM - 5:00 PM
      Thursday:
      8:30 AM - 5:00 PM
      Friday:
      8:30 AM - 5:00 PM
      Saturday:
      Closed
      Sunday:
      Closed
      Monday:
      8:30 AM - 5:00 PM
      CALL DIRECTIONS REVIEWS

      Chamber Rating

      3.0 - (4 reviews)
      2
      0
      0
      0
      2
      Read Our 4 Reviews

      Chamber Rating

      3.0 - (4 reviews)
      2
      0
      0
      0
      2
      › ‹
      • Art M


        Mar 9th, 2021

      • Maureen Weller

        We've been clients since early 2019. We consolidated various accounts into a single plan. It provides us with more income than we ever expected. We can't give the staff enough stars to rate how highly professional and pleasant they always are. Mr Baum is absolutely wonderful to work with. No high pressure salesmanship in this office by anyone.
        Nov 6th, 2020

      • Robert A.

        Beware of Baum Financial Service; it is the worst! I purchased three annuities from him and afterwards I never received any information. Once he had my monies there was no follow up calls. He also tried to sell me very risky land investment in Costa Rica, while claiming that he is offering very safe investments to senior citzens.
        Oct 19th, 2020

      • Kevin K.

        Went for Tax law change seminar. Very little information give. Free lunch No had to fill out personal information form to get dinner. Just a sales pitch for his annuity. This guy is a butcher not a dietican.
        Apr 1st, 2019

      Read Our 4 Reviews

      About
      Baum Financial Services

      Baum Financial Services is located at 940 Lake Shore Dr in Lady Lake, Florida 32162. Baum Financial Services can be contacted via phone at 352-205-7966 for pricing, hours and directions.

      Contact Info

      •   352-205-7966

      Questions & Answers

      Q What is the phone number for Baum Financial Services?

      A The phone number for Baum Financial Services is: 352-205-7966.

      Q Where is Baum Financial Services located?

      A Baum Financial Services is located at 940 Lake Shore Dr, Lady Lake, FL 32162

      Q What is the internet address for Baum Financial Services?

      A The website (URL) for Baum Financial Services is: https://baumfinancialservices.com/

      Q How big is Baum Financial Services?

      A Baum Financial Services employs approximately 20+ people.

      Q What days are Baum Financial Services open?

      A Baum Financial Services is open:
      Tuesday: 8:30 AM - 5:00 PM
      Wednesday: 8:30 AM - 5:00 PM
      Thursday: 8:30 AM - 5:00 PM
      Friday: 8:30 AM - 5:00 PM
      Saturday: Closed
      Sunday: Closed
      Monday: 8:30 AM - 5:00 PM

      Q How is Baum Financial Services rated?

      A Baum Financial Services has a 3.0 Star Rating from 4 reviewers.

      Hours

      Tuesday:
      8:30 AM - 5:00 PM
      Wednesday:
      8:30 AM - 5:00 PM
      Thursday:
      8:30 AM - 5:00 PM
      Friday:
      8:30 AM - 5:00 PM
      Saturday:
      Closed
      Sunday:
      Closed
      Monday:
      8:30 AM - 5:00 PM

      Related Categories

      Ratings and Reviews
      Baum Financial Services

      Overall Rating

      Overall Rating
      ( 4 Reviews )
      2
      0
      0
      0
      2
      Write a Review

      Art M on Google

      image

      Maureen Weller on Google

      image We've been clients since early 2019. We consolidated various accounts into a single plan. It provides us with more income than we ever expected. We can't give the staff enough stars to rate how highly professional and pleasant they always are. Mr Baum is absolutely wonderful to work with. No high pressure salesmanship in this office by anyone.

      Robert A. on Yelp

      image Beware of Baum Financial Service; it is the worst! I purchased three annuities from him and afterwards I never received any information. Once he had my monies there was no follow up calls. He also tried to sell me very risky land investment in Costa Rica, while claiming that he is offering very safe investments to senior citzens.

      Kevin K. on Yelp

      image Went for Tax law change seminar. Very little information give. Free lunch No had to fill out personal information form to get dinner. Just a sales pitch for his annuity. This guy is a butcher not a dietican.

      Overall Rating

      Overall Rating
      ( 4 Reviews )
      2
      0
      0
      0
      2

      Write a Review

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