3 Best Financial Services in Bakersfield, CA

"California Retirement Plans team can help you create a well-thought-out strategy to address your financial needs and concerns. Their expertise in income, tax, health care, and Social Security planning can give you the edge you'll need to be successful throughout retirement. Andy Barkate is the president of California Retirement Plans. With over 40 years of experience in financial planning, Andy specializes in creating custom solutions that provide clarity and confidence for a secure future. California Retirement Plans' focus revolves around helping clients pursue their ideal retirements. In addition, the firm is equipped to help you create a plan for financial independence. They have also gained recognition as on-air financial consultants on various TV and radio programs. To schedule an appointment, do not hesitate to reach out to them.

"Freddie Vigil is a dedicated financial advisor of Edward Jones, and combines personalized service with state-of-the-art technology to cater to clients both locally and across the United States. With a mission to help families build intergenerational wealth, he focuses on retirement strategies, estate and legacy strategies, and working with businesses both small and large. He understands the unique financial landscape of the Central Valley and takes pride in serving his local community. He believes in forging lasting relationships with his clients, offering tailored advice that reflects their individual goals and circumstances. Edward Jones is an investment firm that believes your financial goals deserve a face-to-face conversation. They can help you prepare for retirement, save for education, and be a tax-smart investor.