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    Baum Financial Services

    3.0 (2 reviews)
    Open 9:00 am - 5:00 pm

    By appointment only

    Services - Baum Financial Services

    Estate planning

    Inheritance planning

    Insurance planning

    3 More Services

    Investment management

    Retirement planning

    Tax planning

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    Recommended Reviews - Baum Financial Services

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    5 months ago

    Don't go there they'll just try to sell you annuities with years and years and years of clever penalties

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    5 years ago

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    Suncoast CPA Group

    Suncoast CPA Group

    (2 reviews)

    If you need tax planning or advice Randy was great. He answered all my questions and saw me at my…read moreconvenience. The receptionist was great and helpful as well. Will use this business again if I need any other tax planning or financial guidance

    WARNING...DO NOT USE THIS COMPANY. My husband and I moved here from out of state and decided to use…read morea local company instead of our normal CPA. It took this company almost 7 weeks to complete our taxes. They had to file for an extension and didn't notify us. They didn't itemized are taxes like they were supposed to. They put that we sold our house (out of state) for almost $20,000 more than what we did sell it for. Which almost caused us to have to pay Capital Gains taxes on $34,000. They charged us over $400 to do our taxes and they were done wrong. And they never even filed them because I immediately noticed some minor mistakes when I went to picked them up. And of course no one was available to answer any of my questions. And the owner Randy Woodruff refused to give us a refund after he agreed the day before that I could pick up a refund check the next day. I am working with my bank to get our $$ back. We sent the taxes Randy Woodruff supposably completed to our CPA out of state. Our CPA discovered several issues with the taxes Randy Woodruff completed. And had to completely redo our taxes in less than a weeks time. And the cost was under $200. Stay away from this company or you will be sorry.

    Fund&Grow

    Fund&Grow

    (24 reviews)

    Not a "done for you" but done by you and paid by you.. paid over 4 thousand and cancelled the…read moremembership after second round of applications failed completely. In the process of filing disputes with consumer protection agencies... Beware of this company's misleading promises and failing to refund

    Fund&Grow completely misled me and caused lasting damage to my credit and my trust. They promised…read moreto secure $50K-$250K in 0% business credit, but what I actually got was a confusing, self-managed mess that I could've done entirely on my own--without paying them a cent. They never disclosed upfront that they'd be applying for personal credit cards in my name, resulting in multiple hard pulls that dropped my credit score. They assured me they'd send instructions to help remove or dispute those inquiries--that never happened. I followed up, and they completely ignored it. To make matters worse, they coached me to lie to banks about my business's income and explicitly told me not to mention Fund&Grow when speaking to lenders--raising obvious red flags. They even had me fill out many of the applications and make the phone calls, which begs the question: what exactly did I pay them for? I wasted valuable time, damaged my credit, and gained absolutely no meaningful funding that I couldn't have gotten myself. The entire process was built on half-truths and shady tactics. If you're a small business owner trying to do things the right way, stay far away from Fund&Grow. They overpromise, underdeliver, and leave you worse off than when you started.

    Baum Financial Services - financialadvising - Updated June 2026

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