Request an Appointment

The first step in building your financial future is to meet with our advisors for a free consultation.  Whether you are a seasoned investor looking for new strategies or building your financial plan for the first time, we can help!  Contact us today for an appointment.  A Baker Krizner representative will be in touch within 48 hours to schedule your appointment.  You may also call (937) 390-8750 or toll-free 888-390-8753.

PLEASE NOTE: We cannot accept via email any orders for the purchase or sale of stocks, bonds or mutual funds or to request distributions from any account or investment vehicle. Please do not send any personal information, account numbers or other sensitive data.

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