Baobab Wealth Management
Baobab Wealth Management is a full-service financial planning firm in Anchorage, Alaska. Baobab Wealth Management is one of the Three Best Rated® Financial Services in Anchorage, AK.
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Jimmy at Baobab Wealth Management has a wealth of experience on how to best advise in any financial situation. He honors that each client’s situation requires very individual investigation in order to best prepare for future wealth building. Further he masters the skill of balancing international investment and taxation needs of his clients with a keen eye on the holistic and longterm challenges and opportunities. I feel extremely confident to entrust all my financial matters to Jimmy and with no doubt can recommend him to anyone seeking a financial adviser who keeps the big picture in clear sight.
Jimmy‘s extensive knowledge on all financial matters has made him my trusted Go-To since 2016. As a global citizen and seniored advisor he is personable, trustworthy and highly solution-oriented. Jimmy is hyper aware that building up a retirement-fund is unique to each of his clients. With his wealth of knowledge and wholistic approach Jimmy has helped me gain a better understanding of the complexities and importance of investment and I feel well prepared for the future!
I have been working with Jimmy at Baobab Wealth for about 7 years now. He is a fantastic holistic financial advisor that really cares about his clients. He is responsive, professional, and always takes the time to help and explain things. He has helped me developed a financial plan that works well for me and I am on track to get to the retirement that I want to have! I couldn’t recommend Jimmy more and you would be lucky to have him take you on as a client.
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Location / Contact:
- 450 East Tudor Road, Suite 201, Anchorage, AK 99503
- Phone : (907) 317-8454
- EMail : j.m***@b***.com
- Website : baobabwealth.com
Working Hours:
Mon-Fri: 8am - 5pm
Sat & Sun: Closed
TBR® Inspection Report:
Nearby Financial Services in Anchorage:
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