Broker Check

Services

What We Do For You

Every client’s financial goals, situation and personal investment preferences are unique. As your Financial Advisor, our most important job is to truly understand who you are and what you want your assets to accomplish for you. Baird provides access to a broad pool of research, resources and planning expertise from which we can draw when designing customized solutions based on our knowledge of your specific needs in these areas.

Investment Management

 Portfolio management
Comprehensive advisory solutions
Tax Exempt Municipal Bonds
Corporate Bonds
Brokerage services
Insurance
Saving for Higher Education
Retirement Plans (IRA, Roth IRA, 401K)
Alternative investments
Cash management

Financial and Estate Planning

Retirement and education planning
Tax planning
Wealth transfer
Charitable giving

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

mmilligan@rwbaird.com |  515-222-9038