We are pleased to announce the opening of our new Baum Financial
Services office – located in The Coggins House at Lake Sumter
Landing (The Villages, FL) effective October 1st, 2012.
This exclusive Lake Sumter Landing location features a unique and colorful waterfront setting, bordered by a quaint seaside. To us, it was the perfect location in providing the community, our clients, and our staff a comfortable and stylish environment for all types of functions relating to retirement opportunities.
In addition, the lighthouse on Lake Sumter, has become a landmark that signals upscale retail, financial services, dining and more in the surrounding Market Square area.
Baum Financial Services is a firm dedicated to providing retirement solutions for those in or nearing retirement. Our customized programs are designed to protect and conserve your assets, while providing a consistent level of income, regardless of market conditions.
We are proud to be part of this exclusive community and look forward to assisting current, and new clients, with retirement plans that focus on growth, safety and stability.
PRESIDENT / CEO
BAUM FINANCIAL SERVICES