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Get to know Frank Baumgartner

the-importance-of-being-a-sharp-dressed-man

Frank Baumgartner

Advisor

I have broadly over my career been involved in the financial services industry as an Investment Advisor with PaineWebber (UBS) and as a Mortgage Broker for over 20 years owning my own Mortgage Company -Homeland Mortgage. My focus is in helping Seniors with their understanding of Medicare, which includes Medicare Advantage Plans and Medicare Supplyments (Medigap). With my experience in the financial services industry, my focus is on long term relationship building, and assisting you with other retirement issues, such as preservation of your retirement assets and legacy building for your heirs.

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