Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Palm Beach Gardens, FL area, Josh Baker will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Who is Josh Baker and what services does he offer?
Josh Baker is a Private Wealth Advisor at Ameriprise Financial Services, LLC, providing financial planning and investment services in Palm Beach Gardens, FL.
What specialties does Josh Baker focus on in his financial advisory services?
He specializes in wealth preservation, retirement planning, business retirement plans, investment management, estate planning, and charitable giving, among other strategies.
Where is Josh Baker's office located?
His office is located at 3801 PGA Blvd, Suite 500, Palm Beach Gardens, FL 33410, USA.
How can I contact Josh Baker for a consultation?
You can reach Josh Baker by phone at +1 425-372-4746 or email him at Josh.Baker@ampf.com. Appointments can also be scheduled through his contact page online.
Does Josh Baker offer online or onsite financial advisory services?
Yes, Josh Baker offers both online appointments and onsite financial advisory services.
Is Josh Baker affiliated with any professional associations?
Yes, he is affiliated with the CFP (Certified Financial Planner) association.
What nearby financial institutions are close to Josh Baker's office that clients might also consider?
Nearby financial institutions include PKF Investment Banking and Imperial Capital LLC, which could be of interest for related financial services.
Are there other financial advisors near Josh Baker's office for clients interested in comparing services?
Yes, nearby financial advisors include Richard M. Beltram - Morgan Stanley, Luke Myers at Morgan Stanley, Mara Schainuck at Morgan Stanley, Cari Schnipper at RBC Wealth Management, and Veronica McLeod - Ameriprise Financial Advisor.
What nearby professional services near Josh Baker's office could be useful for clients?
Clients might find services like Palm Beach Business Mediation, Tyson Law Group PLLC for legal advice, and Worth Insurance Services for insurance needs nearby.
Does Josh Baker have any online presence where clients can learn more or follow updates?
Yes, he has a LinkedIn profile and is associated with the Ameriprise Facebook and Instagram pages.