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Tim Baker
Investment Adviser Representative
OFFICE: 216.644.5323


SERVICE AREA:
North Carolina, Ohio
OFFICE LOCATION



HOURS
Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm
Or by appointment
CONNECT WITH ME:
Welcome

As an Investment Adviser with Royal Fund Management my only concern is my clients well-being. With the sole purpose of my clients welfare, I utilize an investor's investment horizon, risk tolerance and overall financial goals to design a portfolio that best meets their needs. It is this Client First mentality that nurtures a healthy, long-lasting, professional relationship and enhances my ability to serve my clientele. Once the ideal asset mix is determined and the plan is in place, I stay connected with clients having periodic visits and open lines of communication.

Honesty, trustworthiness, transparency and communication are the staples of my professional relationships. It is my belief that a successful Adviser/Client relationship must have a foundation built on trust.

I encourage you to request a no-fee, non-obligatory review.

Sincerely,

Tim Baker

 

Areas of Focus
  • Investments
  • Retirement Planning
  • Estate Planning  
  • Medicaid Spend-Down Avoidance                                                                                          
Experience
  • Merrill Lynch - Financial Consultant                                               
  • Charles Schwab - Financial Adviser, Priority Division             
  • Rosenthal Collins Group - Commodity Futures Trader        

 

Education

Baldwin Wallace College                                                                  1994                   B.A., Business Administration & Finance

 

 

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