3 Best Financial Services in Bakersfield, CA

Here’s The Deal:
Moneywise Wealth Management is an independent financial planner located in Bakersfield, California. David R. Anderson is the firm's managing partner. As a fiduciary Financial Advisor, he meets with clients, creates financial plans, discusses and develops the right strategies based on their money goals, and suggests investments. Their comprehensive and hyper-engaged investment and planning services are passionately driven by their advisors' 60+ years of combined industry experience and dedication to doing everything within their power to better their clients' lives by relieving stress and helping them manifest their retirement goals. Their Moneywise financial advisors are passionate about partnering with individuals, families, and business owners to help implement exemplary investment solutions and customize retirement and financial plans that support each person's unique needs and goals leading up to and through their retirement years. They are passionate about their work and are honored to help every client shine brightly.

Here’s The Deal:
Arrive Financial & Insurance Services is a well-known financial consultant in Bakersfield, California. Adela Gonzalez is the CEO and co-founder of the firm. The team's mission at Arrive Financial is to provide the best possible client experience and to partner with their clients in the retirement planning process. They aim to empower you to navigate today's complex financial world by customizing a plan to fit your individual and family needs and the needs of your small or large business. They take an educational approach to financial services and are here to help. As part of their mission, they provide families and businesses with innovative financial strategies, solutions, and planning that result in financial clarity, security, and overall well-being. Each of their clients has a unique family situation, desires for the future, and feelings about finances. Their process allows them to learn your story and help you build a plan around your goals. They providing complimentary appointment to their clients.

Here’s The Deal:
California Retirement Plans is one of the leading financial planners in Bakersfield, California. Andy Barkate is the president of the firm. For over 37 years, he has specialized in working with retirees and pre-retirees in developing custom financial and retirement plans that will last a lifetime. He also completed a master's degree in financial planning. He has been on the air as your source for all things retirement. Andy Barkate discusses many things in "Retiring in America," such as how current events can impact your savings and smart strategies for maximizing your retirement funds. Once the team understands your financial situation, they can help you decide which types of products and services fit within your financial strategy. The team behind California Retirement Plans comprises qualified financial professionals passionate about helping individuals and families achieve their ideal retirements. They assist individuals and small businesses with retirement, and financial planning strategies have been their goal for the past thirty-five years. The firm offers experience and knowledge to help you design your plan for financial independence. They offer complimentary phone appointments to their clients.

UNIQUE FACTS:
• Complimentary Phone Appointment.