Baker Retirement & Wealth Management, P.C.

Baker Retirement & Wealth Management, P.C. Providing wealth, tax, and insurance advice to individuals, families, and businesses across the U.S. We have clients spread throughout the United States.

Established in 1985, Baker Retirement and Wealth Management, P.C. has been serving the Tri-State for over two decades by providing wealth, tax, and insurance advice to individuals, families, and businesses. Formerly known as Baker Tax & Financial Services, our story began on Hwy 261 in a building shared with Warrick Veterinary Clinic. Today, we have grown into one of the most well-known tax and fi

nancial services companies in the greater Evansville, Indiana area. Our largest concentrations of clients live and work in Indiana, Illinois, and Kentucky. Baker Wealth Management is not a registered broker-dealer nor a registered investment advisor. Baker Wealth Management and Vanderbilt Financial Group are separate and unaffiliated entities. Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Clearing agent: Fidelity Clearing & Custody Solutions
Advisory Services offered through Vanderbilt Advisory Services
Clearing agent: Fidelity Clearing & Custody Solutions
Insurance Services offered through Vanderbilt Insurance and other agencies
Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100
For additional information on services, disclosures, fees, and conflicts of interest, please visit www.vanderbiltfg.com/disclosures

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Address

12 E Water Street
Newburgh, IN
47630

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

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