Best Financial Services in Bakersfield, CA

Handpicked Top 3 Financial Services in Bakersfield. Our 50-Point Inspection includes everything from checking customer reviews, history, complaints, ratings, satisfaction, trust and cost to the general excellence. You deserve only the best!


Since 1984

Retirement Income Strategies, Wealth Accumulation, Asset Protection, Annuities, Life Insurance, Tax Minimization Strategies, Long-Term Care, IRA & 401(k) Rollovers, Trusts, Probate, Charitable Giving, Estate Planning, Tax Planning & IRA Legacy Plannning

Specializes in working with retirees and pre-retirees in developing a custom fit retirement plan that will last a lifetime

Monday - Thursday : 8:00 am – 5:00 pm Friday : 8:00 am – 1:00 pm Saturday & Sunday : Closed

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.
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2222 E St , Suite 3, Bakersfield, CA 93301


Since 2003

Retirement and Financial Planning, 401(k) and Pension Rollovers, Education and Goal Funding, Investment Advisory Services, Asset Allocation, Annuities & Insurance Services

Offer superior world-class investment advice and performance

Monday - Friday : 8:30 am - 5:00 pm Saturday & Sunday : Closed

They provides objective, independent, and top tier investment solutions that are tailored to each client’s individual goals and risk profiles. They are committed to a high level of client service with focused attention on each person’s unique needs.
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8700 Stockdale Hwy, Bakersfield, CA 93311