BAUM FINANCIAL SERVICES, INC.
SPRING HILL, FLORIDA

Baum Financial Services, Inc. is an independent financial services firm located in Spring Hill, Florida. Founded on July 23, 2002, the company specializes in creating retirement strategies for individuals by offering a broad range of investment and insurance products tailored to meet client needs and objectives. Baum Financial Services provides these products through insurance companies, emphasizing personalized service to ensure clients can achieve their financial goals. The company serves Hernando County residents and beyond, maintaining its corporate headquarters at 213 Della Ct., Spring Hill, FL, 34606. Communication with the firm is facilitated through several phone numbers: (352) 205-7966; (352) 750-5287; (352) 686-4925; (352) 686-8803; and a toll-free line at (800) 514-7045. Baum Financial Services prioritizes delivering accurate financial advice by ensuring that all material presented is sourced reliably. Furthermore, opinions expressed are solely those of Baum Financial Services and its editorial staff. The firm underscores the importance of consulting with individual financial professionals to fully understand any information or strategies discussed. As an insurance provider, Baum Financial Services underscores that annuity guarantees depend on the issuing company's financial standing and claims-paying ability. Clients should be aware that annuities might involve fees, surrender charges, and holding periods subject to variation as per the insurer, with these products not being FDIC insured. Gerald Baum holds prominent positions within the firm, serving as President, Secretary, and Vice President. The official Florida filing number for Baum Financial Services is P02000080021, with a FEI Number of 141840743. While it has undergone notable corporate activities such as reinstatement on January 7, 2019, and its most recent annual report filed on January 16, 2024, the company continues to engage actively in providing comprehensive financial services. For more information about Baum Financial Services, visit their website at baumfinancialservices.com.