Current News & Announcements:
Download Baird 2013 Tax Data
We are pleased to announce that Baird clients will be able to download 2013 tax information into Turbo Tax or into a CSV file which will allow their tax preparer to transfer the data into most professional tax accounting software.
CSV import instructions (for tax preparers using professional tax accounting software)
A true financial partner with your best interests in mind
Ken Meyers, Matthew Enright, Rick Hansen and Preston Daniells work as a team, combining their talents and years of experience managing portfolios to help investors build more secure financial futures. Their clients are successful individuals, families and organizations who value straight talk, great service, and active management of their investments.
In addition to a team of advisors, they have a team of individuals who focus their efforts on providing clients with a very personalized level of service. The long tenure of the Meyers Investment Group associates allows them time to get to know each client and build lasting relationships. At every opportunity they demonstrate that the prosperity and peace-of-mind of their clients is truly their highest priority.
Because of their exceptional service, the Meyers Investment Group has built a loyal following of clients, serving 22 states nationwide. Their practice continues to flourish as clients recommend them to friends, family members and business associates.
In Baird, they have a partner that shares their passion for wealth management, with world-class resources and deep expertise to support them in their mission to provide the very best advice and service in important areas, including:
- Portfolio management
- Saving for higher education
- Planning for retirement
- Estate planning services
- Investment tax planning
To discover the difference true partnership can make in your financial life, contact us today.