Kimberley Baker

Background

About Kimberley Baker

WK: 336-659-9638 / E: KBaker@isgva.com Our mission at Advance Financial Group is to help clients clarify their unique goals and dreams and set priorities so that they may enjoy a comfortable lifestyle today and a secure and dependable income at retirement. We want to be there with you and your family for the journey as life evolves to provide continuity and stability. We pride ourselves on the tradition of serving families from generation to generation providing peace of mind for life's journey. What do we offer? Financial Planning and Investment advisory services on a fee basis, financial advice, Next Phase Retirement income distribution planning, Social Security Maximization, Professional money management, Annuities, Life insurance, Disability Insurance, Long term care insurance planning, Corporate benefits,401k Rollovers and much more. We value long term relationships and find great satisfaction in helping clients achieve peace of mind and confidence as they participate in the process of securing their financial future. Please feel free to call for a complementary initial consultation or second opinion appointment. 336-659-9638 or email me at KBaker@isgva.com Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. See disclosures; GroupFP.com or see link to web site below.