Advisory
Baldwin Financial, LLC
Financial planning and investment advisory services for Oklahoma professionals, families and business owners.
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Oklahoma City, Oklahoma
Jeremy D. Baldwin
Investment Adviser Representative, business owner and a practical guide for consequential financial decisions.
About
Clear advice for decisions that do not fit neatly in one box.
Jeremy D. Baldwin works with physicians, dentists, attorneys, business owners, pre-retirees and executives in Oklahoma. He is an Investment Adviser Representative at Baldwin Financial, LLC, an Oklahoma state-registered investment adviser, and the owner of The Baldwin Insurance Firm, LLC, an independent employee-benefits agency.
His approach is straightforward: understand the full situation, explain the tradeoffs in plain language and help people make deliberate decisions about what comes next.
Two firms
Advice and benefits, under one roof in Oklahoma City.
Employee benefits
The Baldwin Insurance Firm, LLC
Independent employee-benefits guidance for Oklahoma businesses, including health, dental, vision, life and disability coverage.
Visit The Baldwin Insurance Firmbaldwin.insure
Start here
A useful first conversation starts with what is actually on your mind.
If you are weighing a financial decision, approaching retirement or trying to bring several moving parts into one plan, start with a conversation through Baldwin Financial.