Clients
When it comes to tax and insurance services in the Evansville area, you need a name you can trust. We at Baker Retirement & Wealth Management have dutifully served the community for years. From tax services to insurance products to professional advice, Baker has you covered from Harrisburg to Boonville to Henderson.
Although Baker serves a wide spectrum of clients, we specialize in four areas. Families, farmers, business professionals, and small businesses need to look no further for reliable services.
Accounting & Tax For Farmers
Jeff Baker and his family have operated a grain and livestock farm for the last 50 years. We understand farming because we are farmers. We are rooted in the Midwest, serving farmers in Southern Indiana, Illinois and Western Kentucky. We have personal experience with so many of the issues farmers face. Let us help guide you and your family farm.
Business Professionals
Tax laws continue to change as fast as your busy schedule. Baker is here to help you make the most informed decision for your career and family.
Small Business Tax & Consulting
Businesses like yours face momentous challenges. The Baker team works with clients to ensure that their businesses are positioned to prosper in both good and challenging times. The success of your business depends on having an advisor who you can talk to and work with.
Take the first step towards financial success by scheduling a personalized consultation with our advisors.
Contact Info
Boonville “Baker 261” Tax & Financial Planning Office:
812-479-8866
Boonville Tax Office:
812-897-0917
Newburgh Tax & Financial Planning Office:
812-842-2254
Gibson County Clients:
812-729-7426
Baker Retirement & Wealth Management and Vanderbilt Financial Group are separate and unaffiliated entities. Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates. Jeffrey Baker is a licensed registered representative through Vanderbilt securities and licensed financial advisor through Vanderbilt Advisory Services. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Advisory Services offered through Vanderbilt Advisory Services. Clearing agent: Fidelity Clearing & Custody Solutions. Insurance Services offered through Vanderbilt Insurance and other agencies. Vanderbilt Financial Group does not provide tax or legal advice.
Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100
For additional information on services, disclosures, fees, and conflicts of interest, please visit www.vanderbiltfg.com/disclosures