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Bakewell Financial Services Inc in Jamestown, NY

Bakewell Financial Services Inc (Financial Planning Consultants & Services) is a financial advisory firm in Jamestown, New York. This financial advisor is listed on Financial Advisory Firms under Financial Advisory Services - Financial Planning Consultants & Services.


You can reach us on phone number (716) 664-4305, fax number or email address . Our office is located on 508 Lafayette St, Jamestown, NY,


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Areas of practice & firm overview

Bakewell Financial Services Inc is listed under Financial Planning Consultants & Services in Jamestown, New York .

Pro tip Browse Financial advisors & financial advisory firms in Jamestown, New York by financial issues and category.

Financial Planning Consultants & Services in Jamestown
Investment Management in Jamestown
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Fees and & free initial consultation

There's currently no information available about fees or if Bakewell Financial Services Inc offers free initial consultation.

Qualifications

The information below about Bakewell Financial Services Inc is optional and only visible if provided by the owner. Call (716) 664-4305 to learn more.

Certification/Specialties

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Professional Associations and Memberships

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Classes and Seminars

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Education

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1 comments, questions or reviews - Add

Lisa Louis -- Catholic Foundation of Northwest PA wrote something

Dear Rick,
It was a pleasure meeting you on Saturday night. In follow up to our conversation I just wanted to offer a quick reference for you. Since our diocese neighbors Jamestown so closely I hope you might keep the Catholic Foundation in mind for clients you have “south of the border.” Catholic communities from Erie west to Coudersport through Potter County are in our diocese.

Individual named endowments in the Catholic Foundation are attractive for the faithful who want to leave a legacy for their Catholic parish or favorite ministry. We offer a competitive investment alternative for permanent endowments with a unique benefit of associating an individual or family name with a parish/ministry in perpetuity. Donors could endow parish operations, the organ, parish cemetery or food pantry, for example. While very helpful to the beneficiary, I have found that Catholic Foundation endowments are even more meaningful to the benefactor. More information is here: mycatholicfoundation.org

It was fun chatting with you over dinner – the collective positive energy you and your wife have was a breath of fresh air! I hope we can keep in touch.

Sincerely,
Lisa Louis
Executive Director
Catholic Foundation of Northwest PA
llouis@eriercd.org

Written November 2017 on a Tuesday (2017-11-14)

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Bakewell Financial Services Inc
New York financial advisor


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Address

Bakewell Financial Services Inc
508 Lafayette St
Jamestown, NY 14701

Contact Bakewell Financial Services Inc to find out about hours of operation / office hours / business hours.

Office hours

Listed business hours are general only. Call (716) 664-4305 to learn about office hours.

Monday: 9:00 AM to 5:00 PM
Tuesday: 9:00 AM to 5:00 PM
Wednesday: 9:00 AM to 5:00 PM
Thursday: 9:00 AM to 5:00 PM
Friday: 9:00 AM to 5:00 PM
Saturday: Closed
Sunday: Closed

Phone

Phone: (716) 664-4305
Fax: No listed fax number.

Email address

No listed email address.

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