BBB Accredited Business Profile

BAUM Financial Services, Inc.

BAUM Financial Services, Inc.

(352) 686-4925

BAUM Financial Services, Inc.

15 years in business
213 Della Ct
Spring Hill, FL 34606-5358
Additional Phone Numbers
  • (900) 514-7045
  • (352) 205-7966
Additional Website Addresses
BBB File Opened: 05/09/2008
Business Started: 07/23/2002
Business Incorporated: 07/23/2002 in FL
Type of Entity
Corporation
Contact Information
  • Principal: Mr. Gerald Baum, President
  • Customer Service: Ms. Dianne Lindholm, CFO
Business Category
  • Financial Services
  • Annuities
  • Retirement Planning Service
  • Accountants - Certified Public

Products & Services
Our firm is based on the principle that financial education and a strong financial strategy are vital to the important financial decisions that you will make during your lifetime. Our goal is to help you make those decisions with peace of mind.
Service Area
Central and West Florida
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB accredited business

A+

Overview

This is a full service financial service company specializing in retirement planning.

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BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Mon: 08:30 AM to 05:00 PM
Tue: 08:30 AM to 05:00 PM
Wed: 08:30 AM to 05:00 PM
Thu: 08:30 AM to 05:00 PM
Fri: 08:30 AM to 05:00 PM
Sat: Closed
Sun: Closed
Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for three years from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

BAUM Financial Services, Inc.

BAUM Financial Services, Inc.

BBB ACCREDITATION SINCE 07/20/2012

Customer Review Rating:

67%
33%
This business has no complaints filed

Composite Score: