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    Shelley Baker Financial Services

    5.0 (3 reviews)

    Services - Shelley Baker Financial Services

    Business loan

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    Tarago Capital

    Tarago Capital

    (6 reviews)

    I had both the pleasure of being a co-worker in the past and a client of Ben's for years. He is…read moreone of the most understanding, patience, and hardworking Financial Advisors I know. I found him easy to speak with and explains investments/planning in ways I can understand. Being a family man himself, he took the time to set up college funding for my son, set up investment advisement for my future, and took the time to understand my goals and value. Being in the banking industry, I have got to known quite a few Financial Advisors over the last decade. Ben is one of the few I would actually recommend to my clients and more importantly, my friends and family.

    I want to express my sincere appreciation for Mr. Buck's consistent demonstration of his…read moreexceptional guidance with marveling insightfulness, outstanding service, and exceptional commitment, as a certified financial planner. His ability with patience with great humor when you are stressed to get things aligned yesterday, and yet the ability to explain complex financial matters in a clear and reassuring way has made a significant difference in my financial journey-to date through the volatile economy and market. From my years of experience my loyalty is to the readers to save them a significant amount of "leg work" if you have not been as fortunate as I was ten years ago towards finding the "ideal" professional financial planner. You will never see him functional as transactional for application purposes because no matter what he always makes recommendations for the client's benefit. You will see at once he goes beyond personally and professionally always putting you at ease with devotion and confidence projected to his patrons. From the moment we started our professional partnership, it has been clear that Mr. Buck values not only commodities/services he offers but the relationship he builds with his clients. Without reservation I affirm all investments he is "spot on," and without reservation concede he would be no different to the continuum of any age timeline. The level of honesty, knowledge, and goal orientation that he always shows has significantly contributed to the success of our collaborative processes towards investments and as much as one can seek peace of mind for their quality of life and even for the sake of one's heirs. Who does not seek that kind of comfort before it is too late? Age is not invincible. Furthermore, I want to acknowledge no other customer service, as well as the willingness to address any concerns (off hours and weekends, included) have made our collaboration a positive and seamless experience. It has been a pleasure to work with such a professional that not only understood my needs, including consistent & reliably positive investment with satisfaction towards maximizing growth. What to do with your hard-working savings/investments knowing when, what and how is key. He does not waiver offering all options. You have must ask yourself: Can you look forward to continuing your partnership to remain successful? Are they confident they will remain steadfast and have an integral part & positive impact with dedication and hard work by your present circumstances in your business, or personal strategy? I first met him & developed an effective and comfortable working relationship when he was "institutionalized" as a seasoned financial planner over five years. He had the confidence to go solo and has already made an enormous impact on an inordinate client base. From personal experience I can, without reservation report, Mr. Ben Buck raises the bar when it comes to a fiduciary financial planner. I have seen no truer attributes that maximizes the "ideal" financial planner which in our lifetime are a chosen career central to unfounded trust, investment, and professionalism. Just saying... As a certified professional I have often seen those who report themselves as certified or say their highest credential in their specialty, but that does not always make one efficacious or the best. I can tell you after 10 years of thoughtful planning and strategic advice with Ben, I feel more confident about my financial future and significantly better equipped to make informed decisions. I especially appreciated the time he has taken to understand my goals and tailor his recommendations to fit my unique needs. His professionalism, integrity, and genuine care for his clients truly have set him apart. I know that firsthand-as a professional in the medical profession. I wanted him to know that his integral hard work and dedication have not gone unnoticed, and I deeply cherish the trust we have built. He has inherited a great understanding of the finance market that has led him to recommend customized and profitable financial strategies based on my requirements. I have seen Mr. Buck's unparallel skillset first-hand with exceptional performances in the last decade: Mr. Benjamin Buck's unparallel skillset are as follows, but not inconclusive. *Impact advisory service to achieve financial goals *Offer recommendations for profitable investments *Formulate saving strategies, budget planning & debt management model *Aid by way of a structured cash flow and reduced cost *Develop financial plans with low-risk rate *Market financial products *Recommendations (decades of experience) in cash management & investment planning *Oversee the income & spendings of the client to draft a financial plan accordingly If you are seeking support for your personal or professional development, I am completely confident Mr. Buck will be one of your best decisions of a lifetime.

    Edward Jones - Financial Advisor: Ken Casper

    Edward Jones - Financial Advisor: Ken Casper

    (2 reviews)

    Couldn't be happier with the service we received! We came on as new clients and Ken went above and…read morebeyond to transition us to Edward Jones. He is extremely knowledge and capable of thinking outside the box to meet the needs of client's circumstances. Our #1 goal was to purchase a home and he made the process so quick and seamless! He worked to find us an amazing rate and helped us though the process by communicating with the lender. We were up against a tight timeline and he was there to take every phone call and squeeze in last minute zoom meetings. We truly appreciate all the dedication and hard work he put into making the purchase of our home happen.

    Let me tell you our story ... My wife and I were excited to invest our money into this well…read morerecommended institution.. We met Ken who was polite as a chauffeur on a prom night... He had all the right answers with all the right recommendations with our money.. His motto was, when ever you need any funds just call the office and ( secretary) will allocate the funds.. OMG!!! This is when the true nightmare begins!!! Because my wife and I needed our money to renovate and invest in other in Danvers. our Ken the Master of all was no where to be found!!! When my wife and I were to go to the office we were now pushed to a other individual who's name i wish not to mention He was stare was like a deer in headlights.. His only purpose to hold onto our hard working money as long as he could!!! I assure you were not bad people.. My wife and I are as average as the local Mc Donald's .. These people are misleading and should be ashamed of their advice they give to hard working people.. The saddest thing is when my wife called Edward Jones out on our loan amount He said, maybe you should go somewhere else!!' Rea

    Shelley Baker Financial Services - financialadvising - Updated May 2026

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