Company Overview
Company Name
Baum Financial Services
Address
940 Lake Shore Dr, The Villages, FL, 32162, United States
Website
baumfinancialservices.comPhone
(352) 205-7966Approx. Annual Revenue
$0.9M
Employees
4
Established
2002
Google Reviews
3.7 (3 reviews)
Google Business Category
Financial planner
Locations
2
About Baum Financial Services
Baum Financial Services is a financial services company based in The Villages, Florida, United States. Established in 2002, the company has approximately 2 employees and offers services such as retirement income strategies, legacy planning, and financial products like annuities.
Business Profile
Read from the Baum Financial Services website on Oct 18, 2026. Hover an item to see the exact wording it came from.
About the website
- Website quality (AI-assessed)
- 7/10 · Current and complete with events; No published pricing
Recent changes
What changed on the Baum Financial Services website and Google listing, as detected by Coldlytics on each visit.
Estimated revenue band moved from $1M-2.5M to $500K-1M
Estimated headcount moved from 6-10 to 2-5 employees
Coldlytics tracks changes like these across millions of businesses, so you can reach companies the moment they add a pixel, start hiring, or switch software.
Find companies by what just changed →Baum Financial Services locations
2 Google Business Profile listings.
| Location | Google category | Reviews | Status |
|---|---|---|---|
| 940 Lake Shore Dr, The Villages, FLprimary | Financial planner | 3.7 (3) | Claimed |
| 5331 Spring Hill Dr, Spring Hill, FL | Financial planner | 5.0 (1) | Claimed |
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Frequently Asked Questions about Baum Financial Services
Categories
Technologies Used
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Social Profiles
Key Decision Makers
Gerald Baum Owner