Services

As a financial planning firm, Baldwin Capital Management, Inc., in conjunction with Voya Financial Advisors, Inc., is able to assist our clients with a vast array of investment products and services including:

 

  • 401(k)s
  • IRAs
    • Traditional
    • Roth
  • Rollovers
  • 403(b)s
  • 457s
  • 529 Educational Accounts
  • Portfolio Management*
  • Deferred Compensation Plans
  • Payroll Deduct Savings Plans
  • Estate Planning
  • UGMA/UTMA Accounts
  • Trust Accounts
  • Mutual Funds
  • Money Markets
  • CDs
  • Stocks
  • Bonds
  • Annuities
    • Fixed
    • Variable
  • REITs

* Advisory services are offered through Voya Financial Advisors, Inc.

Call us for a complimentary consultation, or simply to answer a question.