Gregory Baker

Gregory Baker

CFP®, CRPC®

Financial Advisor
CERTIFIED FINANCIAL PLANNER™ practitioner
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Crunch the numbers

    Use our financial calculators to explore various saving, investing and tax scenarios.
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  • Key tax considerations

    Tax strategies are an important part of any financial plan throughout the year, not just in April.

    Explore tax insights
  • Understand IRA options

    Learn the pros and cons of a rollover and how an IRA could help you achieve your retirement goals.
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Background and qualification information is available at FINRA's BrokerCheck website.

Mission Statement

To empower and help you pursue your dreams while navigating through life's uncertainties so that you feel more confident about your financial future.

My commitment to clients

  1. I will understand and document your financial goals and track progress toward them.
  2. I will recommend investments and strategies based on your goals, and I will use asset allocation as an approach to help you manage those investments.
  3. You will be able to see the investments and strategies you own and how they are performing, as well as your financial goals and your progress toward those goals, at any time, any place, from any device you choose.
  4. I will reach out proactively at least four times each year, including at least one face-to-face or screen-to-screen meeting. And, we will return your call or email the same day.

My videos

6 videos

The Ameriprise difference

Ask me about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)