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Baldwin Financial Advisors, LLC

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Contacts

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Opening hours

  • الأحد

    يوم عطلة

  • الإثنين

    يوم عطلة

  • الثلاثاء

    10:30 - 19:00

  • الأربعاء

    10:30 - 19:00

  • الخميس

    10:30 - 19:00

  • الجمعة

    يوم عطلة

  • السبت

    يوم عطلة

About the company

If you are ready to make an appointment, please select the "Book Now" button. All designated meeting times are estimates due to the possibility of meetings being either shorter or longer than expected. To ensure that clients have all the time they need with us, we reserve a two-hour block for every meeting. Thus, to have a time slot available for a meeting, there must be a two-hour "navy" slot open within the calendar. We will be in contact with you following your meeting confirmation to discuss your financial goals and what information we will need from you to assist you in reaching them. We look forward to working with you.Fee-based Financial Planning, Education, and Consulting in Arlington Heights, Illinois 60005. We are available from 10:00 a.m. to 6:00 p.m. Monday through Thursday or by appointment.

Our team

Kate Leipprandt and Elizabeth Grady

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Top services

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Introductory Meeting

120 دقيقة

In this first complementary meeting with Baldwin Financial Advisors we will work with you to discover all relevant information so we can begin to plan your financial success. Meeting approximately one hour.

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Annual Review

120 دقيقة

As a client of Baldwin Financial Advisors we recommend Annual Reviews to go over your financial plan for success. Quarterly and Bi-annual Reviews are also available to be scheduled with this meeting. Meeting approximately two hours.

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Other / Additional Meeting

120 دقيقة

Have a question about your 401k? Need to discuss new financial information with Baldwin Financial Advisors? Sign up for an additional meeting to go over any questions or concerns you may have. Time dependent on material.

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Plan Delivery Meeting

120 دقيقة

In your second meeting with Baldwin Financial Advisors we will discuss your goals and how to achieve them. This meeting will last approximately two hours.

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