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Since 1919, we have helped individuals and businesses achieve their investment objectives. Baird associates provide a multitude of investment brokerage and advisory services, serving clients through offices in 15 states.
Whether you are saving for a child's education, building your dream retirement, managing your company's surplus cash, or providing for your heirs, we have the products, services, and expertise to help you reach your financial goals.
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In today's world few people have the time or resources to maximize their financial potential. That's where we come in. We work with select, affluent families who are serious about achieving their financial dreams and goals. We are committed to building a relationship by providing sound, ethical financial advice and delivering it through "World Class" service.
- We will ask thought provoking questions to understand your attitude toward risk
- We will custom tailor an investment strategy that conforms to your level of risk
- We will work towards your financial objectives while keeping you informed of new opportunities and challenges as they arise
- We will take the time necessary to understand you and your families needs and desires
- We will be courteous and responsive to your requests.
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We are licensed to offer securities in the following states:
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Dan Paulson, CLU, ChFC
AK, AR, AZ, CA, CO, FL, IL, IN, MA, MD, MI, NE, NV, PA, SC, UT, WA, WI.
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Michael Thorstad, CLU, ChFC
AZ, CA, FL, GA, HI, IL, MA, MI, NC, NH, NJ, PA, SC, VA.
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