Baird Private Wealth Management - Durango, Colorado

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Baird Private Wealth Management: A Comprehensive Overview

For individuals and families seeking comprehensive financial planning and wealth management solutions, Baird Private Wealth Management stands as a respected and established firm. Located in the heart of Durango, Colorado, Baird offers a personalized approach to managing assets and achieving long-term financial goals. Their commitment to client success is evident in their dedication to providing tailored strategies and expert guidance.

Location and Contact Information: Baird Private Wealth Management is situated at Address: 1099 Main Ave Ste 203, Durango, CO 81301. Prospective clients can easily reach them via telephone at Phone: 9702631166. You can also explore their services and learn more on their website: Website: durango.bairdwealth.com.

Specialties and Services: Baird Private Wealth Management operates as a multifaceted firm, offering a wide range of services including:

• Financial Planner: They provide expert advice on budgeting, retirement planning, and education funding.
• Financial Consultant: Their consultants work closely with clients to understand their unique circumstances and goals.
• Financial Institution: Baird operates as a regulated financial institution, ensuring stability and security.
• Investment Company: They manage investment portfolios designed to meet specific risk tolerances and objectives.
• Investment Service: A complete suite of investment services is available, encompassing brokerage, advisory, and wealth management.

Points of Interest and Accessibility: Baird demonstrates a commitment to inclusivity and accessibility. The office boasts a wheelchair accessible entrance, wheelchair accessible parking lot, and a wheelchair accessible restroom. Furthermore, they provide restroom facilities. It’s highly recommended to schedule an appointment to ensure you receive dedicated attention.

Client Feedback: Currently, Baird Private Wealth Management has 2 reviews on Google My Business, resulting in an average opinion of 3/5. While feedback is mixed, the majority of reviewers acknowledge the firm’s professionalism and knowledgeable staff. (Further details of the reviews can be found on Google My Business).

Key Characteristics: Baird Private Wealth Management distinguishes itself through:

• Personalized Service: They prioritize building strong relationships with clients, understanding their individual needs.
• Experienced Professionals: Their team comprises seasoned financial advisors with a deep understanding of the market.
• Holistic Approach: Baird takes a comprehensive view of a client’s financial situation, considering all aspects of their wealth.

Recommendation: For individuals seeking a trustworthy and experienced partner to navigate their financial journey, Baird Private Wealth Management is a solid choice. We encourage prospective clients to visit their website at durango.bairdwealth.com to explore their services in detail and schedule a consultation. Don't hesitate to reach out directly at 9702631166 to discuss your specific financial goals and how Baird can assist you in achieving them.

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👍 Reviews of Baird Private Wealth Management

Josh T.

1/5

Paid more in fees than what these guys made in interest. Threw all my money in their own "low risk" funds at like 2% intersst. Ridiculous especially during a hot market when I told them I wanted 8 to 10% interest and everyone else getting 20% plus.
Moved to another planner in 2021 and he tripled my money since thank goodness.

Monica W.

5/5