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    Andrew D. Baker

    ChFC®


    Check the background of this investment professional on FINRA's BrokerCheck

    About Andrew

    As a financial planner I help people proactively plan their financial lives and manage financial risks through

    investments and insurance. Through a collaborative effort between client and advisor I develop personalized

    objectives to help meet financial goals. This detailed planning analyzes all stages of financial planning

    including investments, insurance, estate planning, retirement, college funding, and cash flow needs. My

    objective is to be a trusted lifelong resource for my clientele and their families. I hold the designation ChFC Chartered

    Financial Consultant.

     

    Areas of Focus: Comprehensive Financial Planning Retirement Strategies

    (IRAs, Roth IRAs, Rollovers, Pension Payout Alternatives) Investment Planning (Mutual Funds, Wealth

    Management Accounts, Separately Managed Accounts) Special Needs Planner Estate Conservation Strategies

    Advisory Based Investments Business Succesion Strategies Group Benefits Executive Benefit Strategies Asset

    Allocation Strategies Charitable Giving Strategies Life Insurance, Long- Term Care Insurance, and Disability

    Coverage

    Area(s) of Focus

    • Insurance Strategies
    • Investment Strategies
    • Special Care

    Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, MSI Financial Services, Inc., or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

    Andrew D. Baker ChFC® is a registered representative of and offers securities, investment advisory, and financial planning services through MSI Financial Services, Inc., Member SIPC, 225 108th Avenue NE, Suite 300, Bellevue, WA 98004-5771, Tel: (425) 945-1400

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.


    I am licensed to sell Insurance Products in the following jurisdictions:
    Arizona, Hawaii, Washington

    I am licensed to sell Securities Products in the following jurisdictions:
    Alaska, Arizona, California, Hawaii, Idaho, Illinois, Iowa, Nebraska, Nevada, New Jersey, Oregon, Texas, Washington

    Andrew D. Baker ChFC®, Bellevue, WA

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