Joseph Baker CPA, CFP® - Ballast Financial Advisors

2 recommendations and reviews from 2 people

• Referral from October 1, 2014
  

  Andy H. asked:

  Morning, name of a reputable local investment advisor, in Rehoboth, witha proven track record and a tax accountant? We have kept ours from our days in SNJ, time for a change after 15 years.

  

  Jon D. replied:

  Joe baker with Ameriprise Financial 302-858-4006

  

  Lyn M. replied:

  Joe Baker with Ameriprise is 302.858.4006 and Emily McCauley with Book and Associates. They tag team a lot and are both amazing professionals. Highly recommend!

  -1
  View full conversation on Facebook