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GARY T. BAUMGARTEN  Financial Advisor

Financial Advisor GARY T. BAUMGARTEN

495 NORTH KELLER ROAD SUITE 150, MAITLAND, FL 32751

Office: 407-999-0300
| Cell: 407-999-0300
| Fax: 407-999-0326

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My approach.

Helping clients understand their options and achieve their goals are what make my job so rewarding. Every client is unique, so together we can develop a personalized approach that meets today's needs and tomorrow's as well.

Solutions to fit your needs.

Here to help you plan for today and tomorrow.

With so many options and complex information, making financial decisions isn’t easy. That’s
why I’m here to help you understand what's right for you.

Together we can create a strategy that's customized to your needs and goals. I believe that we’re in this together for the longhaul, so you can count on me to help manage and update our approach as your life changes.

My Credentials:

38 years New York Life licensed professional

Certification and Education

Creating plans that help you succeed.

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Protection planning.

Using life, long-term care, and disability insurance, we can create a plan to protect your family, assets, or business from many of life's unexpected events.

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Retirement planning.

Using annuities and investments, I can help you pursue greater returns and enjoy a more secure, fulfilling retirement.

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Investment planning.

After reviewing your needs, risk tolerance, and timeframe, I can help you build a customized investment portfolio that meets your short and long-term goals.

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Estate planning.

Whether you want to leave money to your children or a favorite charity, we can help you with planning to ensure your assets are transferred in a tax-efficient manner.

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Customized Financial Guidance

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Wealth management built around your needs.

As a financial advisor with Eagle Strategies, I'm committed to building successful, long-term relationships with my clients. That commitment combined with my qualifications, experience, and access to the tools and resources of Eagle Strategies, positions me to help clients like you meet their financial goals.

Learn about Eagle Strategies LLC
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Advanced planning for premier clients

As a member of The Nautilus Group® I have exclusive access to an elite team of legal, tax, accounting, business succession, and charitable planning experts - who provide superior consultative services and customized analyses for high net worth clients and business owners.  You will receive sophisticated planning strategies and a unique approach that is only available from The Nautilus Group. 

Learn about The Nautilus Group

Life is a journey. We're here to help you along the way.

Planning for retirement.

How do you make sure that you’ll have the income you need as you head into retirement? You may want to consider a policy that lets you maintain your lifestyle, helps you save, helps cover some costs for extended periods of care, or provides a stream of income when you retire. 

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Getting married.

Merging your personal and financial lives means figuring out what works best for the two of you. You can customize a plan to protect you now and grow with you into the future.

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Growing your family.

With the right approach you can safeguard your family's future and prepare for your own financial needs. We can help you protect your biggest assets and also give you access to funds to help with big expenses like tuition or surprise  expenses like medical bills or home repairs.

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I'm here to help. Contact me any time.

495 NORTH KELLER ROAD SUITE 150, MAITLAND, FL 32751

Office: 407-999-0300
Cell: 407-999-0300
Fax: 407-999-0326
Email: gbaumgarten@ft.NewYorkLife.com

Get directions
GARY T. BAUMGARTEN
Office: 407-999-0300
Cell: 407-999-0300
Fax: 407-999-0326
Email: gbaumgarten@ft.NewYorkLife.com
495 NORTH KELLER ROAD SUITE 150, MAITLAND, FL 32751

GARY T. BAUMGARTEN

AR Insurance License #462860

CA Insurance License #0I66990

Not licensed to sell in all jurisdictions.

Financial Adviser for Eagle Strategies LLC, a Registered Investment Adviser. Eagle Strategies LLC is a New York Life Company. 

I am a member of The Nautilus Group, a service of New York Life Insurance Company and a resource for estate conservation and business succession ideas that is made available to a limited number of subscribing agents. The Nautilus Group is staffed by professionals with credentials in law, taxation, accounting, insurance and finance. Utilizing information provided by the members’ clients, they provide strategies for consideration by the client’s own legal, tax and other professional advisors. Clients should consult their own advisors for specific tax, legal and accounting advice.

Financial Services Professional for NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency. NYLIFE Securities LLC is a New York Life Company. For more information about NYLIFE Securities LLC and its investment professionals, click here.