Services we offer
Financial adviser.
Reviews
5.01 Reviews
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Chris D.
Mar 2013
Financial Planning
I turned over my rollovers and IRA's to Bausman and Associates approximately 5 years ago. Since then he has managed to improve my retirement standings and improve the mix of investments for my retirement accounts. The firm provides a comprehensive analysis of current and project future spending, makes recommendations on various investments, and helps to arrange the financial mix to best meet the changing markets. To date, my investment account has risen every year and is on track for my retirement goals. The comprehensive analysis book that is provided and updated each year provides a wealth of information from which to plan retirement or financial goals. Using Bausman and Associates has improved my financial standing considerably over when I was managing my own investments.
Licensing
State Contractor License Requirements
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FAQ
Bausman & Associates, A Financial Advisory Practic is currently rated 5.0 overall out of 5.
No, Bausman & Associates, A Financial Advisory Practic does not offer free project estimates.
No, Bausman & Associates, A Financial Advisory Practic does not offer eco-friendly accreditations.
No, Bausman & Associates, A Financial Advisory Practic does not offer a senior discount.
No, Bausman & Associates, A Financial Advisory Practic does not offer emergency services.
No, Bausman & Associates, A Financial Advisory Practic does not offer warranties.
Bausman & Associates, A Financial Advisory Practic offers the following services: Financial adviser.