<< BACK TO TEAM PAGE
Tim Baker
Investment Adviser Representative
OFFICE: 216.644.5323


SERVICE AREA:
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

 

 

Royal Fund Management Office
MARKETWATCH
REQUEST CONTACT

Yes, I would like Tim Baker to contact me.

*All Fields Required

We respect your privacy. By submitting the information above, you consent to Royal Fund Management using the information you provide only to communicate with you and to provide information about our services.

By meeting, you're under no obligation to purchase products and services from Royal Fund Management, LLC.