3 Best Financial Services in Bakersfield, CA

“Moneywise Wealth Management builds long-term relationships with clients and loved ones by understanding their unique needs and aspirations. Sherod B. Waite is the CEO of Moneywise Wealth Management. With over 25 years of experience in the financial industry, he is dedicated to guiding clients through investment and financial planning, helping to ensure they achieve their financial objectives. He holds Series 7, 24, and 66 securities licenses and earned a Bachelor of Science degree in Business Administration with a focus on finance from California State University, Bakersfield. Actively involved in his community, Sherod supports various local charities and nonprofits. Moneywise Wealth Management performs a high level of client service with focused attention on each person’s unique needs. They firmly believe that both of these traditional styles can be at the expense of the client. They are passionate about their work and are honored to help every client shine brightly. They offer superior world-class investment guidance and performance.”

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“Freddie Vigil, a dedicated financial advisor of Edward Jones, 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.”

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“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.”

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