Financial Advisor, Financial Planner, Insurance Specialist, and More
Contact Neil
Get In Touch
Contact Information
- Phone : 1 (585) 978-9788
- Email : neilbaum@gmail.com
- Address : 427 Murwood Lane, Webster NY 14580
Working Hours
- Monday to Friday: 8.00 AM – 8.00 PM
- Saturday: 10.00 AM – 2.00 PM
- Sunday: Closed
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Your future Starts with The First Move
With banking, insurance, investments and personalized financial guidance, Neil with his associates have access to products and services that fit wherever you are in life. Whether you’re just starting out, halfway there or getting close to your life’s goals, we’re with you.
Neil Bauman is on your side — advocating for you and helping you navigate your financial future. You can feel confident that you have a financial advisor who prioritizes your needs and values. Now and in the future.
Your future starts with the first move. Just make that move – contact Neil today!
No Matter Where You Need Guidance, We Can Help
- Creating a financial strategy
- Planning for retirement
- Making investment decisions
- Protecting what's important
- Planning a course for college
- Giving back
- Planning your start-up
- Finding areas of financial exposure
- Solving start-up problems
What matters to you, matters to us. We all have questions about our financial future. What are your questions for a very skilled financial advisor?
Get One-On-One Support
In a one-on-one session, Neil will work with you to address questions and provide guidance. We focus on your goals and priorities, guiding you towards financial choices that will you live the life you want today – and tomorrow.
Driven by a higher purpose, Neil is committed to providing financial advice, investments, insurance, banking and business guidance to help you make the most of what you have or all that you have been given.
As your financial advisor or business consultant, Neil will identify financial or business exposures, and offering high quality solutions.
With Neil’s strong experience helping successful start-ups, he is in a great position to offer support in several areas. He’s guided clients to form businesses, helped with growth, and to exit them successfully when the time is right.
Neil has a strong group of trusted associates that he relies on to help in the services offered. Neil’s broad and unique experience as a financial advisor, business consultant, and more, brings with it a wealth of knowledge and resources to help you achieve success.
Free Consultation
Financial Services
We offer free 401K analysis, and are skilled in risk assessment, rollovers, and available investment options. Experienced financial advisor, financial planner, financial consultant, insurance specialist, and business consultant - start, growth and exit.
Life Insurance
We offer free initial consulting and policy reviews. Special expertise in Buy/Sell Agreements and subsequent funding. We provide all types of Life, Health and Accident Insurance, for business and individual needs.
Business Consulting
Neil has owned, designed and consulted on hundreds of various businesses. We specialize in start-ups, and helping new owners on what to do and obtaining resources. For more information, including examples and references, please call us at 1 (585) 978-9788.