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Products & Services

At Matthew Baker, Inc., we provide assistance in the following areas:

Investments

  • Mutual Funds 
  • 401k Plans,457 Plans, 403b Plan Rollovers 
  • Variable Annuities 
  • 529 College Savings plans
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Traditional IRA

Financial Services

  • College Plans
  • Estate Plans
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • Employee Benefit Plans

Insurance

  • Disability Income
  • Life Insurance
  • Long Term Care
  • Health & Dental Insurance