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Our Services

Your team.

Every client's financial goals and personal investment preferences are unique. As Financial Advisors, our job is to understand who you are and what you want your assets to accomplish. Baird provides us access to a broad pool of research, resources and planning expertise that we draw from to design customized solutions based on our knowledge of your specific needs.

FINANCIAL AND ESTATE PLANNING

Retirement and education planning
Tax planning
Wealth transfer
Charitable giving

INVESTMENT MANAGEMENT

Portfolio management
Comprehensive advisory solutions
Brokerage services
Cash management

RISK AND LIABILITY MANAGEMENT

Income protection strategies
UITs
Lending services

Address: 1400 Rocky Ridge Drive, Suite 250 Roseville CA 95661

Baird Financial Advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered or licensed and not all of the securities, products and services mentioned are available in every state or jurisdiction. Please visit FINRA’s BrokerCheck for specific state securities licensing for each Financial Advisor. This Website is for informational purposes and is not an offer or solicitation of an offer to buy or sell any securities, products or services. This site is for residents of the United States. Baird does not offer tax or legal advice. Securities, products and services are offered through Robert W. Baird & Co. Incorporated. Member NYSE and SIPC.

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