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Serving our clients is only half the battle! That's why customer service is so important to us. We understand that you want to feel comfortable with our process, strategies, and execution. That's why we keep our lines of communication open so you can directly contact your dedicated advisor.
WHY CHOOSE BAUERLE FINANCIAL?
Preparation that meets the unique needs of our clients.
Bauerle Financial’s mission is to inspire our clients to pursue WHEALTH through education, communication, and service. We exceed expectations by utilizing a comprehensive suite of investment management and financial planning solutions. Our experienced team has been serving affluent families, business owners, executives, and institutions for nearly three decades.
Our headquarters are in Lake Mary, Florida, and office locations across Central Florida, Bauerle Financial was established with a vision of building deep and genuine client relationships – and a drive to deliver extraordinary service. We understand that your goals and objectives are completely unique, and we’re passionate about helping you discover and pursue your desired outcomes.
GET TO KNOW BAUERLE FINANCIAL
Our business has been family-owned and operated for 30 years.