CONTACT US

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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.

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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.

Lake Mary Offices

1525 International Pkwy Suite 2021
Lake Mary, FL 32746

Hours
Monday–Friday
8am–5pm

Phone
(407) 878-1229

Bauerle Financial is a licensed CFP that excels in financial planning, retirement planning, tax planning, and estate planning. We believe that your health, family, friends, and happiness are more important factors to your quality of life than any economic ones.

Hours


Monday–Friday
8am–5pm

Phone
(407) 878-1229

Compliance

Locations

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