Baumgarten Financial, located in Winter Park, FL, has been helping clients make sound financial decisions for over 40 years. Their dedicated team of professionals is committed to providing proactive service and guiding clients towards achieving their financial goals. Whether you are a physician, professional, business owner, or retiree, Baumgarten Financial offers personalized solutions in investment management, insurance, and annuities to protect what matters most to you.
As an agent licensed to sell insurance through New York Life Insurance Company, Gary T. Baumgarten, CLU, LUTCF, and his team also offer securities products and services through NYLIFE Securities LLC. They are committed to doing things right the first time and take the time to explain options to clients, ensuring they can make informed decisions with clarity and confidence. With a focus on serving clients in Central Florida and beyond, Baumgarten Financial is dedicated to helping good people make good decisions with their money.
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