February 4, 2014
I write this letter with regards to G.R. Baird Financial and their services. We have had the pleasure of working with their team for over five years now. As an IT support firm, our team tends to be fairly young and the idea of retirement and savings is typically an afterthought. With that in mind, Baird Financial has used an educational approach with lunch and learns and one-on-one financial planning sessions to help our team understand how to invest effectively. Many of our team members are now comforted knowing they have a proper retirement plan in place and a team they can count on to review it with them.
Additionally, the group benefits plan that was initiated and their ability to maximize its return on investment has been instrumental for a small business like ours. Graeme and his team have been a welcomed, trusted partner and have greatly contributed to our employees’ and organization’s peace of mind.
Please feel free to contact me anytime as a reference for their amazing service.Mathew Lafrance
I was very impressed by the BairdBenefitsPlus program that Graeme Baird has put together for us….
Baird Benefits Plus was able to provide a comprehensive, well designed program for our employees. In addition, they are available for service to our employees on a daily basis which is important to the overall satisfaction of our benefit program.Mrs. Gwen Cullen