Baker Avenue Wealth Management
-
301 Battery St floor 2
San Francisco, CA 94111 - (415) 986-1110
Hours
Chamber Rating
-
christin pienkny
Oct 8th, 2020 -
patti generale
I was introduced to them 3 years ago by an old friend. They manage all his retirement funds. I checked them out very thoroughly, going to both their San Fran & FL offices. I decided to try them and have been very pleased. I have moved more funds to them to manage and have referred friends to them who are also pleased. The Florida office has been closed and my representative is Marisa Rothstein in their New York office. She is very professional and brings value to every quarterly meeting. I like the depth of their investment team, King and Doug, and am very happy with their returns on our investments. I would recommend them.
Mar 27th, 2019 -
Holly Couden
Apr 6th, 2018
About
Baker Avenue Wealth Management
Baker Avenue was founded to serve one exceptional family. The deeply philanthropic patriarch and matriarch had a simple but profound objective: To help each member of the family make a positive impact on their communityToday, we're proud to say that BakerAvenue continues to serve multiple generations of our first family. And their impact has never been stronger.This has served to cement our core value in how we approach understanding, counseling, protecting, and guiding future clients.
Contact Info
- (415) 986-1110
- 415-986-4140
- [email protected]
Questions & Answers
Q What is the phone number for Baker Avenue Wealth Management?
A The phone number for Baker Avenue Wealth Management is: (415) 986-1110.
Q Where is Baker Avenue Wealth Management located?
A Baker Avenue Wealth Management is located at 301 Battery St floor 2, San Francisco, CA 94111
Q What is the internet address for Baker Avenue Wealth Management?
A The website (URL) for Baker Avenue Wealth Management is: http://www.bakerave.com/
Q How big is Baker Avenue Wealth Management?
A Baker Avenue Wealth Management employs approximately 1 people.
Q What days are Baker Avenue Wealth Management open?
A Baker Avenue Wealth Management is open:
Wednesday: 9:00 AM - 5:00 PM
Thursday: 9:00 AM - 5:00 PM
Friday: 9:00 AM - 5:00 PM
Saturday: Closed
Sunday: Closed
Monday: 9:00 AM - 5:00 PM
Tuesday: 9:00 AM - 5:00 PM
Q How is Baker Avenue Wealth Management rated?
A Baker Avenue Wealth Management has a 5.0 Star Rating from 2 reviewers.
Hours
Related Categories
Ratings and Reviews
Baker Avenue Wealth Management
Overall Rating
Overall Rating
( 2 Reviews )christin pienkny on Google
patti generale on Google
I was introduced to them 3 years ago by an old friend. They manage all his retirement funds. I checked them out very thoroughly, going to both their San Fran & FL offices. I decided to try them and have been very pleased. I have moved more funds to them to manage and have referred friends to them who are also pleased.
The Florida office has been closed and my representative is Marisa Rothstein in their New York office. She is very professional and brings value to every quarterly meeting. I like the depth of their investment team, King and Doug, and am very happy with their returns on our investments.
I would recommend them.
Holly Couden on Google
Overall Rating
Overall Rating
( 2 Reviews )Write a Review
Financial Consultant Near Me in San Francisco, CA
FutureAdvisor
San Francisco, CA 94105
800-975-7199 ( 6 Reviews )
The Bromberg Group - Morgan Stanley
San Francisco, California 94111
(415) 693-6876 ( 0 Reviews )
Van Strum & Towne
San Francisco, CA 94111
(415) 981-3455 ( 0 Reviews )
LWA - UBS Financial Services Inc.
San Francisco, California 94104
(415) 963-5277 ( 2 Reviews )
Victoria Bailey - Morgan Stanley
San Francisco, California 94104
(650) 234-5539 ( 0 Reviews )
Corporate Finance Advisors
San Francisco, CA 94117
310-315-2851 ( 0 Reviews )
Pacific Financial Group
San Francisco, CA 94111
415-390-6750 ( 0 Reviews )
Zhong Wealth Management Group - UBS Financial Services Inc.
San Francisco, California 94104
(415) 963-5291 ( 2 Reviews )