Bauman Insurance & Investment

Our Story

For over 25 years, Bauman Insurance & Investment Advisors has been a trusted financial guide for individuals, families, and organizations in the Richmond Hill and surrounding area. Founded on a commitment to provide straightforward, informed, and friendly advice, we partner with our clients to maximize their financial potential and achieve their financial goals.

Our Team

Our team of experienced and passionate professionals consists of:

• Warren Bauman: A seasoned life insurance advisor with over 30 years of expertise.
• Tim Bauman: A skilled financial advisor with 18 years of experience in the financial services industry.
• Beth Bauman: A RIBO-licensed insurance specialist and administrative assistant with over 15 years of experience.

Our Services

We offer a comprehensive range of services to address your financial needs, including:

Insurance Planning

• Protecting yourself, your family, and your assets from unforeseen events like illness, accidents, or loss of income.
• Ensuring adequate coverage for your specific needs, whether it be life insurance, health insurance, or property insurance.

Investments

• Building and diversifying your portfolio to achieve your financial goals.
• Guiding you through the complex world of investments, from mutual funds to estate planning.

Personalized Solutions

• We take the time to understand your unique financial situation and goals to tailor our solutions to your specific needs.
• We provide ongoing guidance and support to ensure your financial plan remains relevant and effective over time.

Our Approach

At Bauman Insurance & Investment Advisors, we believe in:

• Transparency: We believe in clear and open communication, so you understand exactly what your financial plan encompasses.
• Accessibility: We are readily available to answer your questions and address your concerns.
• Empowerment: We empower you to take control of your financial future by providing clear explanations and practical guidance.

Contact Us Today

Let us be your trusted financial guides and support you in achieving your financial goals. Contact us today to schedule a personalized consultation and discover how we can help you reach your financial potential.