financial services professionals

Baker DMM is a leader in our marketplace and we are well suited to provide the financial services, experience, and attention you deserve as our Client. We are led by a Certified Public Accountant and are comprised of professionals with accounting backgrounds who understand numbers.

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We take the time to understand the goals and objectives of our Clients and provide a high level of responsive individualized service to our Clients. As a Client you can expect open and candid communications. An intimate knowledge of your concerns will enable us to offer proactive advice and focus on creating solutions to meet current and future needs.

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You will have frequent access to your financial services team. We encourage regular meetings to help ensure we contribute meaningful ideas to your personal financial world. This makes it possible to define and prioritize goals, as well as address issues early on in the process so we can avoid surprises.

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Access to our network of professionals. As a part of your relationship with Baker DMM, we will act as a liaison for you and make sure you have a team comprised of talented and certified tax specialists, insurance experts, and financial planners, each of whom is committed to building a customized plan that will help you realize your financial goals.

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We are real people you can trust. We listen to you and respond to your requests. We take into consideration the financial factors in your life and pay attention to the personal factors as well. We take data and technology security seriously as well as the confidentiality of our Client’s information, both personal and
financial information.

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We are strictly a DMM firm for individuals – we do not provide financial services for businesses. We have an impeccable track record and we pride ourselves on providing the best possible service by being timely and responsive to our Client’s needs and tailoring our service to specifically meet the financial needs our Clients.