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Last Updated May 1, 2025

Client Reviews on Baker RetirementWealth Management
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- 5.0
6 Reviews
Most helpful positive review
0 people found the following review helpful
Most helpful critical review
There are no negative reviews on Baker RetirementWealth Management
Feedback:
These folks are great! Can't go wrong with Baker Retirement & Wealth management!
Feedback:
Jeff Baker is honest and trustworth. The service and attention you will recieve is top notch!
Feedback:
I usually file my own taxes, but my situation this year was a little more complex. I decided to have the Baker's help me out and I'm glad I did. I got a great return, and Joey was very timely and professional in his service. Much appreciated. Highly recommended!
Feedback:
I am a recent PhD graduate, and sought tax filing advice from Baker Retirement and Wealth Management. The team answered all of my questions regarding tuition, scholarships, educational credits, and student loan interest payments. Their knowledge and diligence through the filing process made me feel informed and confident that I was receiving a maximum return. Without hesitation, I highly recommend the services of Baker Retirement and Wealth Management.
Feedback:
This is our second year going to Baker for our taxes and we absolutely love them. They are so friendly and will work hard to get you the biggest possible tax refund. You can tell that they are a family and treat you as such. They even take the time to send us personal letters throughout the year on our birthdays and holidays. I can't speak highly enough and can assure you'll feel the same.
Feedback:
Baker Retirement & Wealth Management offers solid tax and small business accounting advice to my company. I've worked with Jeff and the team at Baker for many years now, and I've always been impressed with their professionalism and dedication to serving the interest of my business.
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