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Investment Services

Tom Baker.jpg
Thomas G. Baker

Investment Adviser Representative

FINRA Series 6,7,63 & 66 registered

 

Investment & Financial Planning

Baker Insurance Agency partners with an experienced financial services professional to provide solutions for our clients’ investment and financial planning needs. Tom has been helping individuals and small businessowners as a licensed investment representative since 1991.

 

Investment Products

  • Mutual funds

  • Annuities

  • Brokerage- stocks, bonds, CD’s & ETF’s

  • Investment Advisory Services- Fee based

 

Personal Services

  • Traditional & Roth IRA Consultations

  • 401(k) and Pension Rollover Consultations

  • Investment Planning

  • Retirement Income and Social Security Income Strategies

  • Financial Planning 

 

Small Business Retirement Plans

  • 401(k) 

  • SEP IRA

  • SIMPLE IRA

 

For more information please call our office or email Tom at: tbaker@lincolninvestment.com

Advisory services offered through Lincoln Investment or Capital Analysts Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealers, Member FINRA/SIPC. www.finra.org, www.sipc.org, www.lincolninvestment.com. Baker Insurance Agency of Lennon, Inc. and the above companies are independent, and non-affiliated. This site has been prepared solely for information purposes and is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside the United States.

 

Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker / dealer in all 50 states.

 

Lincoln Investment and Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements. When you link to any of these websites provided here, you are leaving this site. We make no representation as to the completeness or accuracy of information provided at these sites. Nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of these third-party sites. When you access one of these sites, you are leaving our website and assume total responsibility for your used of the sites you are visiting. Insurance, tax, legal or Social Security claiming advice is not offered through, nor supervised by Lincoln Investment or Capital Analyst.

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