Baum Financial Services

Hours Open
Monday - Friday 8:30 to 5:00
940 Lakeshore Dr Ste 100 The Villages352-205-7966
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Take the next step toward your ideal retirement with Baum Financial Services and create a financial strategy today to get you through tomorrow. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
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It's our responsibility to evaluate and assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency. Our experienced professionals are not just knowledgeable about finances
we also understand the importance of priorities, family and confidence in your financial future.