BBB Accredited Business since 07/20/2012
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This is a full service financial service company specializing in retirement planning.
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A BBB Accredited Business since 07/20/2012
BBB has determined that BAUM Financial Services, Inc. meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.
BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.
Reason for Rating
BBB rating is based on 13 factors. Get the details about the factors considered.
Factors that raised BAUM Financial Services, Inc.'s rating include:
- Length of time business has been operating.
- No complaints filed with BBB.
Customer Complaints Summary
|Complaint Type||Total Closed Complaints|
|Advertising / Sales Issues||0|
|Billing / Collection Issues||0|
|Problems with Product / Service||0|
|Guarantee / Warranty Issues||0|
|Total Closed Complaints||0|
Customer Reviews Summary Read customer reviews
1 Customer Review Customer Reviews on BAUM Financial Services, Inc.
|Customer Experience||Total Customer Reviews|
|Total Customer Reviews||1 Customer Review|
Licensing, Bonding or Registration
This company is in an industry that may require licensing, bonding or registration in order to lawfully do business. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
These agencies may include:Accounting, Division of Certified Public
1940 N Monroe St
Tallahassee, FL 32399-6506
Department of Financial Services
200 E Gaines St
Tallahassee, FL 32399
BBB records show a license number of AC42032 for this company, issued by Accounting, Division of Certified Public. Their web address is http://www.myfloridalicense.com/dbpr/.Type: Department of Business and Professional Regulation
BBB records show a license number of A016161 for this company, issued by Department of Financial Services. Their web address is http://www.myfloridacfo.com.Type: Dept of Financial Services
BBB records show a license number of L059365 for this company, issued by Department of Financial Services. Their web address is http://www.myfloridacfo.com.Type: Dept of Financial Services
Type of Entity
Incorporated: July 2002, FL
Contact InformationPrincipal: Mr. Gerald Baum (President)Customer Contact: Ms. Dianne Lindholm (CFO)
Financial Services, Certified Public Accountants, Retirement Planners, Annuity Services
Customer Review Rating plus BBB Rating Summary
BBB Customer Review Rating plus BBB Rating Overview
Map & Directions
Map & Directions
Address for BAUM Financial Services, Inc.
213 Della Ct
Spring Hill, FL 34606-5358