Andrew Baker Email & Phone Number
Personal Wealth Manager @ Independent Financial Group, LLC
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Andrew Baker Location
- Syracuse, NY, US
Andrew Baker Work
- Personal Wealth Manager @ (December 2012 - Present)
- Past President of NAIFA-SYRACUSE @ (June 2009 - June 2010)
- Registered Representative @ New England Financial (November 1999 - November 2006)
Andrew Baker Education
- College for Financial Planning
CRPC® (Chartered Retirement Planning Counselor)
2007-2010 - SUNY Oneonta
BS (Secondary Education)
1992-1996
Andrew Baker Skills
- Roth IRA
- Retirement
- Long-term Care
- Life Insurance
- 401k
- Long Term Care Insurance
- IRAs
- Fixed Annuities
- Disability Insurance
- Retirement Planning
- Estate Planning
- Insurance
- Wealth
- Investments
- Small Business
- Financial Planners
- Term Life Insurance
- Financial Advisory
- Financial Services
- Wealth Accumulation
- Finance
- Strategic Financial Planning
- Mutual Funds
- Investment Advisory
- Asset Allocation
- Income Protection
- Securities
- Brokers
- Asset Management
- Variable Annuities
- 401k Rollovers
- Insurance Brokerage
- Succession Planning
- Investment Strategies
- Portfolio Management
- Pensions
- Wealth Management
- Whole Life
- Universal Life
- Wealth Management Services
- Key Person Insurance
- Qualified Retirement Plans
- Buy-sell Agreements
- FINRA
- Alternative Investments
- Medicare
- Estate Tax Planning
- General Insurance
- Retirement Plan Consulting
- Personal Financial Planning
- Buy Sell Agreements
- Long Term Care
Andrew Baker Summary
- Andrew Baker, based in Syracuse, NY, US, is currently a Personal Wealth Manager at Independent Financial Group, LLC. Andrew Baker brings experience from previous roles at NAIFA and New England Financial. Andrew Baker holds a 2007 - 2010 CRPC® in Chartered Retirement Planning Counselor @ College for Financial Planning. With a robust skill set that includes Roth IRA, Retirement, Long-term Care, Life Insurance, 401k and more. Andrew Baker has 1 emails and 2 mobile phone numbers on RocketReach.
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