Founded in 1994
The family firm began with a focus on protecting family legacies.
G B Financial Group
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About G B Financial Group
Founded in 1994, GB Financial Group helps families structure and protect their legacies through life insurance solutions. The Wellesley financial services firm is family-owned and works with clients on preserving wealth for future generations, plans for the future, and personal philosophies. Its work includes analyzing, educating, structuring, implementing, and managing financial solutions. GB Financial provides education, long-term management, technical expertise, and implementation support. The firm also publishes case studies, a Financing Life Insurance Series, and research-based white papers. Its leadership includes co-founders Gwen K. Baker and Bracknell E. Baker, CFP®, CLU®, ChFC®, along with managing partner Caleb S. Baker, CLU®.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Life Insurance Solutions
Creates solutions using life insurance to support legacy preservation.
Financial Management
Provides analysis, education, structuring, implementation, and managem
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