baumgartnerfinancialservices.com

Baumgartner Financial Services Ltd - Financial Advisor Amanda J Wheeler ...

Our mission is to achieve long lasting client relationships built on trust and client satisfaction. We work one on one with individuals families and family-owned businesses to learn what their financial goals are for the present as well as for the future. We customize an asset allocationmodel portfolio to meet their financial goals. Our team rebalances this personalized portfolio based on our most recent research and if personal goals have changed we adjust investments as needed. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with our clients as we assist them in achieving their goals... read more

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$35,389

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11 years and 8 months

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$35,389

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17.17%

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Baumgartner Financial Services
201 E High St # 4, Bryan, OH 43506-1773
(419) 636-6000

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stock broker

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Title:

Baumgartner Financial Services Ltd - Financial Advisor Amanda J Wheeler Bryan Ohio 43506

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Financial Services Financial Services in Bryan Ohio Financial Planner Financial Planner in Bryan Ohio Financial Planning Financial Planning in Bryan Ohio Investment Services Investment Services in Bryan Ohio Investment Advisor Investment Advisor in Bryan Ohio Investment Advisory Service Investment Advisory Service in Bryan Ohio Investments Investments in Bryan Ohio Mutual Funds Bonds Financial Advisory Services Financial Advisory Services in Bryan Ohio Investment Securities Investment Sec

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Our mission is to achieve long lasting client relationships built on trust and client satisfaction. We work one on one with individuals families and family-owned businesses to learn what their financial goals are for the present as well as for the future. We customize an asset allocation model portfolio to meet their financial goals. Our team rebalances this personalized portfolio based on our most recent research and if personal goals have changed we adjust investments as needed. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with our clients as we assist them in achieving their goals

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SERP organic visibility: based on research of 16,000,000 keywords

This website does not receive any organic traffic (based on our research of 16 million keywords conducted 21 April 2012)

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