At Matthew Baker Inc. (est. 1996) we provide highly individualized personal service to our clients and high net worth individuals through comprehensive retirement planning and wealth management services. Our goal is to exceed client service expectations, anticipate future needs and provide unbiased, clear solutions on a continual basis. Our team strives to serve with honesty, integrity, and open communication. Our mission is to help each client achieve financial independence, maintain financial independence throughout retirement, and distribute their wealth in an efficient manner. In addition, we coordinate our efforts with your tax advisor and/or attorney to provide a comprehensive, team approach to serving your financial needs.
If you have any questions or would like to meet to discuss your financial plans, please contact us.
Thank you for exploring our Web site and becoming acquainted with us.
Neither Woodbury Financial Services, Inc., nor its registered representatives or employees, provide tax or legal advice. As with all matters of a tax or legal nature, you should consult with your tax or legal counsel for advice.
