Investment Services

Thomas G. Baker
Thomas G. Baker

Investment Advisor Representative
FINRA Series 6,7,63 & 66 registered

Investment & Financial Planning 

Baker Insurance Agency is pleased to have an experienced financial services professional on staff to provide solutions for our clients’ investment and financial planning needs. Tom has more than 25 years of experience 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) 

For more information please call our office or email Tom at: 
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Advisory services offered through Lincoln Investment or Capital Analysts Registered Investment Advisors. Securities offered through Lincoln Investment, Broker Dealers, Member FINRA/SIPC.,, 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.

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