Baum Wealth Advisors - Ameriprise Financial Services, LLC

Services Offered

• Financial planning
• Investment management
• Retirement planning

About

Baum Wealth Advisors is a financial advisory practice based in Newton, Massachusetts, affiliated with Ameriprise Financial. The team focuses on helping clients set and achieve their financial goals through comprehensive financial planning and investment management services. They work with individuals and families in the local area, providing guidance tailored to the unique challenges of navigating financial markets. Their approach emphasizes collaboration and personalized strategies to support clients in their financial journeys.

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