Baker Avenue Wealth Management - San Francisco, California

Address: 301 Battery St floor 2, San Francisco, CA 94111.
Phone: 59861110.
Website: bakerave.com
Specialties: Financial consultant, Financial planner.
Other points of interest: Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 2 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Baker Avenue Wealth Management

Baker Avenue Wealth Management 301 Battery St floor 2, San Francisco, CA 94111

⏰ Open Hours of Baker Avenue Wealth Management

  • Monday: 9 AM–5 PM
  • Tuesday: 9 AM–5 PM
  • Wednesday: 9 AM–5 PM
  • Thursday: 9 AM–5 PM
  • Friday: 9 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

is a highly respected financial firm located at 301 Battery St floor 2, San Francisco, CA 94111. Their phone number is 59861110 and their website can be found at bakerave.com. This company specializes in financial consulting and financial planning, offering expert advice and personalized strategies to help their clients achieve their financial goals.

Some key features of Baker Avenue Wealth Management include wheelchair accessible parking and restrooms, making the office easily accessible for all clients. While walk-ins are welcome, it is recommended to make an appointment in advance to ensure the best possible service.

The firm has garnered positive attention, with an impressive average rating of 5/5 based on 2 reviews on Google My Business.

Specialties Other Points of Interest
Financial consultant, Financial planner Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended

👍 Reviews of Baker Avenue Wealth Management

Baker Avenue Wealth Management - San Francisco, California
patti G.
5/5

I was introduced to them 3 years ago by an old friend. They manage all his retirement funds. I checked them out very thoroughly, going to both their San Fran & FL offices. I decided to try them and have been very pleased. I have moved more funds to them to manage and have referred friends to them who are also pleased.

The Florida office has been closed and my representative is Marisa Rothstein in their New York office. She is very professional and brings value to every quarterly meeting. I like the depth of their investment team, King and Doug, and am very happy with their returns on our investments.

I would recommend them.

Baker Avenue Wealth Management - San Francisco, California
Holly C.
5/5

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