Here’s The Deal: Moneywise Wealth Management is an independent financial planner located in Bakersfield, California. David R. Anderson is the firm's managing partner. As a fiduciary Financial Advisor, he meets with clients, creates financial plans, discusses and develops the right strategies based on their money goals, and suggests investments. Their comprehensive and hyper-engaged investment and planning services are passionately driven by their advisors' 60+ years of combined industry experience and dedication to doing everything within their power to better their clients' lives by relieving stress and helping them manifest their retirement goals. Their Moneywise financial advisors are passionate about partnering with individuals, families, and business owners to help implement exemplary investment solutions and customize retirement and financial plans that support each person's unique needs and goals leading up to and through their retirement years. They are passionate about their work and are honored to help every client shine brightly.
3 Best Financial Services in Bakersfield, CA
Expert recommended Top 3 Financial Services in Bakersfield, California. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 MONEYWISE WEALTH MANAGEMENT REVIEWS
The team at Money-Wise has gone above and beyond to help me with my personal investment strategy as well as grow my business. I have never had intelligent conversation like I do when I am in their office. Everyone is smart, kind, and interested in me. I thought it was going to be a challenge to navigate this new relationship, but it has been nothing but easy and refreshing. If you are in need of a great bunch of folks to help you manage your investments, retirement, or 401K I highly recommend Money-Wise.
Great team over at Moneywise Wealth Management. Very respectful and had a great consultation with Justin Leland. Looking forward to working with them in the near future.
Firm focused on helping families grow and protect their wealth.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here’s The Deal: Arrive Financial & Insurance Services is a well-known financial consultant in Bakersfield, California. Adela Gonzalez is the CEO and co-founder of the firm. The team's mission at Arrive Financial is to provide the best possible client experience and to partner with their clients in the retirement planning process. They aim to empower you to navigate today's complex financial world by customizing a plan to fit your individual and family needs and the needs of your small or large business. They take an educational approach to financial services and are here to help. As part of their mission, they provide families and businesses with innovative financial strategies, solutions, and planning that result in financial clarity, security, and overall well-being. Each of their clients has a unique family situation, desires for the future, and feelings about finances. Their process allows them to learn your story and help you build a plan around your goals. They providing complimentary appointment to their clients.
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TOP 3 ARRIVE FINANCIAL & INSURANCE SERVICES REVIEWS
Incredible servant leaders! Ariel and Adela are extremely competent and qualified to serve your needs. They were not only kind, compassionate and understanding, they were forward-thinking and knowledgable of our individual goals. Arrive financial encouraged and empowered us towards financial freedom
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here’s The Deal: California Retirement Plans is one of the leading financial planners in Bakersfield, California. Andy Barkate is the president of the firm. For over 37 years, he has specialized in working with retirees and pre-retirees in developing custom financial and retirement plans that will last a lifetime. He also completed a master's degree in financial planning. He has been on the air as your source for all things retirement. Andy Barkate discusses many things in "Retiring in America," such as how current events can impact your savings and smart strategies for maximizing your retirement funds. Once the team understands your financial situation, they can help you decide which types of products and services fit within your financial strategy. The team behind California Retirement Plans comprises qualified financial professionals passionate about helping individuals and families achieve their ideal retirements. They assist individuals and small businesses with retirement, and financial planning strategies have been their goal for the past thirty-five years. The firm offers experience and knowledge to help you design your plan for financial independence. They offer complimentary phone appointments to their clients.
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• Complimentary Phone Appointment.
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Fri: 8am - 1pm
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TOP 3 CALIFORNIA RETIREMENT PLANS REVIEWS
If you are looking for an honest and highly experienced financial advisor, look no further than Andy Barkate. In addition, the team at Cal Retirement is both helpful and pleasant. Andy will take steps to understand your risk tolerance and direct you to investments which line up with your profile. I highly reccomend Cal Retirement to anyone seeking sound financial advice.
Having known Andy professionally for several years I can attest to his level of knowledge about the many realms of financial planning and assessment strategies for your long-term goals. Andy is easy to work with, trust-worthy, a good listener and he truly cares about his clients and their goals. I give Andy the highest marks possible.
I've been working with Andy Barkate for over a decade. I've learned a lot about annuities and retirement through him and through research of the products he offers. Like all financial decisions, it's important to read the materials, ask questions and research your options. I'm very pleased with our relationship through the years and have recommended his retirement classes to numerous co-workers and friends.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.