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Cost Segregation

A powerful way for real estate investors to lower their tax burden and put their money to work.

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Financial Planning

Don’t assume tomorrow’s financial success is a given. Plan ahead and mitigate the risks.

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Tax Advisory & Preparation

Planning and preparing today to gain you savings and large returns down the line.

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Investment Management

Strategizing and managing investments for clients of all sizes.

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Accounting & Bookkeeping

Outsource your accounting and bookkeeping services to allow the time you need to focus on what really matters: your business.

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CFO Advisory Services

Equipping your company with the expertise they need to make sound decisions.

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BaldridgeFinancial
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  • info@baldridgecpa.com
  • (713) 955-9130
  • M-F | 8-6 pm
  • 4203 Yoakum, Ste. 200 Houston, TX 77006

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Baldridge Financial LLC (“Baldridge Financial”) is a registered investment adviser offering advisory services in the State of Texas and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Baldridge Financial in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
 
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Baldridge Financial, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
 
Investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.