Broker Check

Services

How We Work

Our firm specializes in helping individuals determine where they are now, where they want to be, and hot to best get you there. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation and preserving wealth.

Financial Services Create Long-Term Wealth

Financial Services Create Long-Term Wealth

Brokerage Accounts

Retirement Accounts

Rollovers

Annuities

Education Accounts

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Business Insurance

Business Insurance

Customized Business Insurance Policies

As a business owner you're always looking for the best value. We can deliver it with a quality insurance policy that is tailored to your business's needs.

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Home Insurance

Home Insurance

We want to make sure that it is properly covered at the best rate.

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Auto Insurance

Auto Insurance

Protection for your vehicles.

Allow us to quote from multiple carriers & get you the best price!

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Life Insurance

Life Insurance

Your loved ones mean everything to you. Make sure they're completely protected with a top-notch life insurance policy.

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Health Insurance

Health Insurance

Expert Health Insurance Guidance

When you need help navigating the complex health insurance marketplace, allow us to help answer your questions and find you the coverage you need, stress-free.

Tax Strategies

Tax Strategies

Individual and Business Tax Returns

Tax Forecasting and Projections

Litigation Support

Business Start-up and Valuation

Investments

Investments

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Advisory Managed Accounts

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.

office@babcockfinancialgroup.com  |  (618) 659-8744