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Medicare & Retirement Planning Services

2026-08-02

ID: #107693

Listed In : Accounting Services

Business Description

Derek E. Baltimore has been serving clients in the financial services field for over 30 years. After a successful start-up in 1991, his flourishing firm was sold to a publicly traded firm in Cincinnati, Ohio. He then changed his career in 1994 with a small boutique firm catering to credit unions throughout the United States. After a series of mergers and acquisitions in the late 1990s, Baltimore landed as an investment advisor in Denver, Colorado, servicing the same clientele along with mid-size banks and thrifts. In 2005, Baltimore returned to his hometown in Memphis and began serving the senior marketplace with his extensive knowledge of financial products and services. Derek holds Series 7 and 63 securities licenses, along with all four lines of insurance licenses in the states of Tennessee, Arkansas, Mississippi, Texas, Florida, Idaho, Nevada, and California. He was President of NAIFA Memphis, Tennessee, and Regional Vice President for NAIFA Tennessee from 2015 to 2019. He currently resides in Idaho but lives most of the time in Burlison, Tennessee, with his wife Amy, a CPA. They have Hank, a Bernese Mountain Dog, and a Savannah Cat named Khari. They have recently purchased a Newfoundland named Humphrey.

Frequently Asked Questions

Where is Medicare & Retirement Planning Services located?
Medicare & Retirement Planning Services is located at 202 South Maple St A Covington, TN 38019, Covington, Tennessee (TN) - 38019.
How can customers contact Medicare & Retirement Planning Services?
Customers can contact Medicare & Retirement Planning Services by phone at +1 8174105840.
Does Medicare & Retirement Planning Services have an official website?
Yes, the official website of Medicare & Retirement Planning Services is https://onlythefacts.net/.
Does Medicare & Retirement Planning Services provide email support?
Yes, customers can contact Medicare & Retirement Planning Services via email at [email protected].

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