BEST RATED » BAKERSFIELD CA » FINANCIAL SERVICES

Best Financial Services in Bakersfield

Expert recommended Top 3 Financial Services in Bakersfield, California. All of our financial services face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

CALIFORNIA RETIREMENT PLANS

2222 East Street, Suite 3, Bakersfield, CA 93301 Directions

Since 1984

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.

Schedule Consultation

[email protected]

calretirement.com

Reviews

Mon - Fri 8:00 am - 5:00 pm
Sat & Sun Closed

TBR® Inspection Report

HOWARD FINANCIAL & WEALTH MANAGEMENT, INC.

5401 Business Park South, Suite 112, Bakersfield, CA 93309 Directions

Since 1995

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.

[email protected]

lancehowardfinancial.com

Reviews

Mon - Thu 8:00 am - 5:00 pm
Fri 8:00 am - 2:00 pm
Sat & Sun Closed

TBR® Inspection Report

MONEYWISE WEALTH MANAGEMENT

8700 Stockdale Highway, Bakersfield, CA 93311 Directions

Since 2003

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.

[email protected]

moneywiseguys.com

Reviews

Mon - Fri 8:00 am - 5:00 pm
Sat & Sun Closed

TBR® Inspection Report