CALIFORNIA RETIREMENT PLANS
2222 East Street, Suite 3, Bakersfield, CA 93301 Directions
Retirement Income Planning, Asset Protection, Annuities, Trusts, Probate, Charitable Giving, Estate and Tax Planning, Wealth Accumulation, Risk Reduction Strategies, Life Insurance, IRA and 401K Rollovers, Tax Minimization Strategies, Long-Term Care, Spouse’s Retirement Benefits, Social Security & Investment Income
California Retirement Plans has been serving with friends and neighbors throughout the Southern California area to improve meet their financial goals. They are expertise in pension analysis and legacy planning. They offer assisting individuals and small businesses with retirement, and financial planning strategies has been their goal for the past thirty-five years. The firm offers its experience and knowledge to help you design your plan for financial independence. They have been featured as an on-air financial consultant for several TV and radio programs. They also serve in Ridgecrest.
TBR® Inspection Report
HOWARD FINANCIAL & WEALTH MANAGEMENT, INC.
5401 Business Park South, Suite 112, Bakersfield, CA 93309 Directions
Asset, Wealth, Investments and Portfolio Management, Analysis of Present and Future Expenses, Estate Preservation, Social Security, Risk Tolerance, Insurance and Income Planning, Mutual Funds, Beneficiary Review, Retirement Income Strategies, Fixed Annuities & Life Insurance
Howard Financial & Wealth Management, Inc., customizes a plan to fit your individual and family financial needs. The firm provides the families they serve with innovative financial strategies, solutions, and planning that can result in clarity, security, and overall financial health. They use a personalized approach to investing. They were named one of America’s Financial Leaders by Forbes Magazine, and One of the top five advisors nationwide, by Senior Market Advisor magazine in August of 2011. The firm provides full transparency in the form of separately managed accounts through its partnerships with third-party money managers.
TBR® Inspection Report
MONEYWISE WEALTH MANAGEMENT
8700 Stockdale Highway, Bakersfield, CA 93311 Directions
401(k) and Pension Rollovers, Retirement and Financial Planning, Life, Disability and Long Term Care Insurance Policies, IRA Distribution, Education and Goal Funding, Investment Advisory Services, Risk Reduction Strategies, Estate Plan and Concerns, Asset Allocation, Annuities & Insurance Services
Moneywise Wealth Management is one of the independently owned Bakersfield-based financial services firms. Their comprehensive and hyper-engaged investment and planning services are passionately driven by their advisors sixty-plus years of combined industry experience. As an extension of their commitment to best serves their customers, they are also driven by a desire to better serve their community through sharing practical advice. The firm is performed to a high level of client service with focused attention on each person’s unique needs. They offer superior world-class investment guidance and performance.