Thank you for visiting Ted Baer's website in partnership with LPL Financial located at PyraMax Bank. 

CONNECT

Address:

7001 West Edgerton Avenue
Greenfield, WI 53220

Phone:

Direct: 414-235-5844 Cellular: 262-391-8542

Fax/Other:

414-377-8010

Business and Individual Needs

Business Needs

  • Employer and Employee Plan Benefit Plans

  • Group Benefits

  • Business Succession Strategies

  • Risk Management Strategies

  • 401(k) and 403(b) Plans

  • 401(k) Plans/Cost Analysis and Review

  • Retirement Plan Vendor Search and Selection Support

  • Investment Benchmarking Assistance

  • Plan Benchmarking

Individual Needs

  • Wealth Management Services

  • Managed Accounts

  • Stocks, Bonds and Mutual Funds

  • Variable and Fixed Annuities

  • Tax Sheltered Annuities, 403(b) Plans 

  • IRA Rollover Services

  • Pension Education Services

  • Pension Payout Alternatives

  • Social Security and Retirement Income Planning

  • Lump Sum Pension Distribution

  • Education Funding Strategies

  • Charitable Giving Strategies

  • Estate Conservation Strategies

  • Health Insurance

  • Long-Term Care Insurance

  • Disability Income Insurance

  • Mortgage Protection (through life insurance and disability income insurance)

  • Term and Whole Life Insurance

  • Universal and Variable Universal Life Insurance