The financial management process at Baxi Financial begins with an in-depth evaluation of your current financial situation. Once we've established your overall objectives, we’ll focus on your specific goals. We'll build a long-term relationship as we identify your needs, risk tolerance and objectives. Dedicated to delivering advice that is confidential and consistent with your your needs, we'll be here for you.

With changing economic conditions and market swings, we advocate investing sensibly over the long run and maintaining an adequate level of insurance coverage. We work with you side by side so that you’re confident in and comfortable with the financial suggestions we make.

Investment & Wealth Management
Our Investment & Wealth Management services are designed to help you achieve your financial goals at every stage of your life. As your independent planning resource (free from sales quotas or proprietary products), we'll help you define your financial needs, implement a customized strategy to address them, and continue to provide thoughtful, personal service.

Life Insurance
High quality, competitively-priced Life Insurance products, including permanent, term, combination and variable policies.

We offer high quality, innovative Annuity Products. Choose from deferred and immediate annuities at variable and fixed rates of return.

Long-Term Care Insurance
Comprehensive Long-Term Care Insurance reimburses some or all of the costs of care received in settings such as the home, the community, alternate living facilities or nursing facilities.

To learn about our unique qualifications, click here.