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    Baum Financial Services

    5.0 (1 review)
    Closed 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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    5 years ago

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    Ask the Community - Baum Financial Services

    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)

    This review is long overdue. I want to give a huge shoutout to Anthony Ford and the Fund and Grow…read moreTeam. I heard about this program through a Real Estate Course and was kinda skeptical. Then once my partner and I started the program we became very Skeptical... It was being pitched as this massive line of business credit that one could utilize for any business. I had referred a fellow Real Estate Investor around the same time we were signing up and he ended up getting a refund because we both had the impression that this was a different service. Which is the only negative note I have - This service needs to be explained more thoroughly on what exactly is being offered. It's a service that all can benefit from, no question. But, Transparency goes a long way. After being assigned to Anthony he explained to us that we would be utilizing multiple credit cards at a 0% promotional rate and that over time we would build a larger credit line. Which he has done to the tune of 204k. These cards have become a vital part of our business when it comes to floating construction costs in between sales as well as paying our crews. My partner was assigned another representative from F&G and let me tell you not all of the representatives are created equal. I realized quickly how fortunate I was to have Anthony work my account. One thing that I really appreciate about him is that he's a man of his word. We had a couple of projects that took a little longer to close and he was able to work around our timing; that way when we did our next pull it was the best position for our business and results - which that is exactly what happened. Now going into 2020 we have cards with 0% interest which is definitely coming in handy as we are in the midst of this COVID-19 pandemic. Give this man a Raise. IF he hasn't received one already. Great Concept for a Business Model Johnathan Johnson

    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

    Baum Financial Services - financialadvising - Updated May 2026

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