Start Free Trial
Pricing
Log In
Log In
Upgrade browser for full Crunchbase experience. You're accessing Crunchbase in a browser that is no longer supported.
Learn More
Baum Financial Services Logo
Baum Financial Services CB Rank
1686267
Heat Score
51
Baum Financial Services provides retirement income planning for people nearing or already in retirement.
Founded
obfuscation
Private The Villages, Florida, United States1-10 baumfinancialservices.com/
Finance
Financial Services
Retirement
Overview

Baum Financial Services
Heat Score
51

Growth Score
pts
in past quarter
Heat Score 51
-9 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
See more interactive data and historical milestones on desktop for the best experience

About Baum Financial Services

CB Rank
1686267
Baum Financial Services provides retirement income planning for people nearing or already in retirement.
Founded
obfuscation
Private The Villages, Florida, United States1-10 baumfinancialservices.com/
Finance
Financial Services
Retirement

Details

Legal Name Baum Financial Services, Inc.
Operating Status Active
Company Type For Profit
Phone Number 352.205.7966
Contact Email info@baumfinancialservices.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Retirement Income Planning
A service that helps individuals nearing or in retirement create and manage income streams for their retirement years.
MAP Plan
A systematic retirement planning process that helps generate income, manage taxes, and create financial flexibility.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 6
News
Technology
View Tech Report

IT Spend

$335.8KThis year, Baum Financial Services is projected to spend $335.8K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Processors Logo
Processors
100
PC Gamer Logo
PC Gamer
93
FusionPro Logo
FusionPro
88

Active Website Tech Count

4Baum Financial Services is actively using 4 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, Google Maps, and  PostalAddress Schema.
Sub-Organizations
Frequently Asked Questions

Where is Baum Financial Services's headquarters? Baum Financial Services is located in The Villages, Florida, United States.Who are Baum Financial Services's competitors? Alternatives and possible competitors to Baum Financial Services may include Fidelity, CAPTRUST, and  Mesirow Financial.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
Terms of Service | Privacy Policy | Sitemap | © 2026 Crunchbase Inc. All Rights Reserved.
(411cf44 1)
|