Jon Eitas Email & Phone Number

Jon Eitas

Managing Partner - Baker & Eitas Financial Services at Baker & Eitas Financial Services | Marshfield, Massachusetts, United States

Jon Eitas Socials
About Jon Eitas

Jon Eitas serves as the Managing Partner at Baker & Eitas Financial Services, where he leverages his extensive expertise in retirement planning and investment strategies to empower clients in achieving their financial goals. With a specialization as a Chartered Retirement Planning Counselor (CRPC®), Jon is dedicated to understanding the unique challenges families face in today’s complex financial landscape. His firm operates under a client-centric philosophy, ensuring that every strategy is tailored to meet the specific needs and aspirations of each individual client.

At Baker & Eitas, Jon is actively involved in key projects that focus on comprehensive financial planning, including retirement income strategies, investment management, and risk assessment. His proficiency in securities, evidenced by his registrations including Series 7, Series 63, and Series 66, allows him to navigate the intricacies of the financial markets effectively. Jon’s commitment to continuous education and staying abreast of industry trends ensures that he provides clients with informed, strategic advice that aligns with their long-term objectives.

In addition to his technical skills, Jon emphasizes the importance of building lasting relationships with clients. He believes that understanding a client’s personal values and financial aspirations is crucial for developing a robust financial plan. By fostering open communication and trust, Jon and his team at Baker & Eitas Financial Services strive to create a supportive environment where clients can feel confident in their financial decisions. With a focus on retirement planning and investment solutions, Jon Eitas is dedicated to guiding clients toward a secure financial future.

Jon Eitas Work
1 experience icon

Managing Partner - Baker & Eitas Financial Services at Baker & Eitas Financial Services in January 2021 to Present

2 experience icon

Senior Advisor Consultant, VP-Wholesaler at Franklin Templeton Investments in January 2018 to January 2021

3 experience icon

Northeast Regional Director at Geneva Advisors in July 2015 to January 2018

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Jon Eitas Skills

Series 7

Mutual Funds

Series 63

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Frequently Asked Questions about Jon Eitas

What is Jon Eitas email address?

Email Jon Eitas at crpcâ[email protected]. This email is the most updated Jon Eitas email found in 2026.

How to contact Jon Eitas?

To contact Jon Eitas send an email to crpcâ[email protected]. (updated on November 04, 2024)

What company does Jon Eitas work for?

Jon Eitas works for Baker & Eitas Financial Services

What is Jon Eitas's role at Baker & Eitas Financial Services?

Jon Eitas is Managing Partner - Baker & Eitas Financial Services

What is Jon Eitas's Phone Number?

Jon Eitas's phone (413) ***-*314

What industry does Jon Eitas work in?

Jon Eitas works in the Financial Services industry.

Jon Eitas Email Addresses

Email Jon Eitas at crpcâ[email protected]. This email is the most updated Jon Eitas email found in 2026.

Jon Eitas Phone Numbers

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