Joel R Baker
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
560 McMurray Rd # 1993, Buellton, Califo...Phone Number
(805) 688-8562Website
www.jrbakergroup.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
1
1
1
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1
About Joel R Baker
JR Baker Group is a wealth management firm that specializes in investment advisory services focused on preserving, protecting, empowering, and perpetuating clients' wealth for future generations. The firm employs the J.R. Baker Process, which emphasizes family leadership in wealth planning and helps clients define their values regarding true wealth. Their services include wealth optimization and legacy planning, aimed at helping families achieve more and ensure their wealth benefits future generations. Led by Joel Baker, a nationally recognized educator and wealth planner, the firm also offers educational resources to assist clients in understanding their investment risk tolerance.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Joel R Baker
<$5M
1-10
Private
<$5M
1996
N/A
Company Profile Activity
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Joel R Baker is experiencing very low activity levels compared to other companies in the Finance sector.
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Joel R Baker financials insights
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2021
Debt
$18K
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JR Baker Group is a wealth management firm that specializes in investment advisory services focused on preserving, protecting, empowering, and perpetuating clients' wealth for future generations. The firm employs the J.R. Baker Process, which emphasizes family leadership in wealth planning and helps clients define their values regarding true wealth... Read More
