Baumgarten Financial | Winter Park, FL

Helping Good People Make Good Decisions With Their Money

Serving Central Florida and Beyond for More Than 40 Years

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The Baumgarten Financial Difference

You love your family, you love your career, and at the end of the day, you just want to know that everything is secure. Here at Baumgarten Financial, we’ve been helping our clients make good decisions with their money for more than 40 years. Our process is centered on your needs, not ours, and you can rest assured that we’ll always guide you on the right path to accomplish the goals you have for your future.

Our clients are like family to us, and we’re passionate about giving them the proactive service they deserve. We believe in doing things right the first time, and we’ll take the time to explain things to you so that you understand your options and can make wise decisions with clarity and confidence.

No matter where you are on your financial journey, we’d be honored to partner with you moving forward and help you protect what matters most.

Proudly Serving

  • Physicians

  • Professionals

  • Business Owners

  • Retirees

Meet Our Team

Our Process

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