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Best Financial Services in Bakersfield

Handpicked Top 3 Financial Services in Bakersfield, California. They face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve the best!

CALIFORNIA RETIREMENT PLANS

2222 East Street, Suite 3, Bakersfield, CA 93301

Since 1984

457B, 403B Plans, Wealth Accumulation, Retirement Income Strategies, Asset Protection, Annuities, Trusts, Probate, Charitable Giving, IRA Legacy, Estate and Tax Planning, Life Insurance, IRA and 401K Rollovers, Tax Minimization Strategies, Long-Term Care, Spouse’s Retirement Benefits, Income Taxes on Pension, Social Security & Investment Income

Specializes in working with federal employees and has done so for over 30 years ● Serves also in Ridgecrest ● Complimentary phone appointment ● Offer their experience and knowledge to help you design your own strategy for financial independence ● Has been featured as a financial on-air consultant for several TV and radio programs

abarkate@calretirement.com

calretirement.com

Reviews

Mon - Thu 8:00 am - 5:00 pm
Fri 8:00 am - 1:00 pm
Sat & Sun Closed

TBR® Inspection Report

HOWARD FINANCIAL & WEALTH MANAGEMENT, INC.

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

Since 1995

Asset, Wealth, Investments and Portfolio Management, Risk Tolerance, Insurance and Income Planning, Mutual Funds, Beneficiary Review, Analysis of Present and Future Expenses, Estate Preservation, Social Security, Retirement Income Strategies, Fixed Annuities & Life Insurance

They customize a plan to fit your individual and family needs ● 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

One of the top five advisors nationwide, by Senior Market Advisor magazine in August of 2011

lh@lancehowardfinancial.com

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

Since 2003

401(k) and Pension Rollovers, Retirement and Financial Planning, Ira Distribution, Education and Goal Funding, Investment Advisory Services, Life, Disability, and Long Term Care Insurance Policies, Risk Reduction Strategies, Estate Plan and Concerns, Asset Allocation, Annuities & Insurance Services

Our comprehensive and hyper-engaged investment and planning services are passionately driven by their advisors’ 60+ years of combined industry experience ● As an extension of their commitment to best serve their clients, they are also driven by a desire to better serve their community through sharing practical advice

david@moneywiseguys.com

moneywiseguys.com

Reviews

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

TBR® Inspection Report