Protecting and Growing Your Wealth for Generations
The Baca Group, Inc. has been in business since 1971 and has continued to thrive for decades because of the dedication we provide to every client. We are committed to helping clients from different backgrounds reach their financial goals, no matter what stage of life they are experiencing. Our independence allows us to provide unbiased and objective advice regarding your finances, and we work to develop diversified portfolios depending on your goals, risk tolerance, and assets.
Our mission is to help people create a legacy that lasts for generations. Whether you are a business owner, retiree, young executive or public employee, we can help you save for your future. We want to both protect and grow your wealth, and we strive to accomplish this by providing a full suite of financial planning. Services may include investment, retirement, and estate planning, and life and disability insurance. We also provide information on employee benefits, which include retirement plans and group employee benefits.
Our firm’s founder, Mark Baca, is both a Chartered Life Underwriter® and a Chartered Financial Consultant® meaning he can provide in-depth knowledge on the insurance needs of his clients, as well as ensure that you get the professional financial advice you need. We believe that service comes first, and products come second. The client’s happiness is of utmost importance to The Baca Group, and we exemplify this attitude in everything that we do as a firm. We look forward to helping you take control of your finances and build a future for you and your family.