The Baker Group logo — company profile

The Baker Group

Founded 1974 United States Southfield, United States 49 employees Finance, Financial Services +1

General Information

Company Name The Baker Group
Founded Year 1974
Location United States Southfield, United States
Employees 49
Industries Finance, Financial Services, Wealth Management
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About The Baker Group

The Baker Group is a broad-based Wealth Management Services Firm founded in 1974. The company specializes in Investment Management, Business/Executive Benefits, Financial and Estate Planning. It is a member firm of PartnersFinancial, a leader in the delivery of benefit solutions for companies of all sizes, with a focus on the middle market, and in the delivery of Life Insurance and Wealth Transfer solutions for high net worth individuals.

A leading independent broker/dealer, Kestra Financial also offers a full range of options from some of the nation's top investment companies. Securities are offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services are offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS are not affiliated with The Baker Group or PartnersFinancial.

This United States headquartered company's profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed.

Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS and Kestra AS Compliance Department at 512-697-6000.

The Baker Group has not disclosed its last investment or the details of its last investors.

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FAQ About The Baker Group

The Baker Group is a broad-based Wealth Management Services Firm specializing in Investment Management, Business/Executive Benefits, Financial and Estate Planning. The Baker Group is a member firm of PartnersFinancial , a leader in the delivery of benefit solutions for companies of all sizes, with a...
The Baker Group was founded in 1974.
The Baker Group is headquartered in Southfield, United States.
The Baker Group operates in the following industries: Finance, Financial Services, Wealth Management.
The Baker Group has approximately 49 employees.
Top alternatives and competitors to The Baker Group include Beacon Financial Group - Wealth Management Services, Partners Wealth Management, True Alpha Wealth Management, Mundi Financial, US Financial Services, LLC. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
The Baker Group and Beacon Financial Group - Wealth Management Services are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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