The Best Financial Services in Bakersfield

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


2222 East Street, Suite 3, Bakersfield, CA 93301

Since 1984

Retirement Income Strategies, Financial Planning, Wealth Accumulation, Annuities, Asset Protection, Life Insurance, Tax Minimization Strategies, Trust Planning, Stock, Charitable Giving, Estate Planning, Legacy Planning, Long-Term Care, Money Management, Roth IRA's, Traditional IRA, Tax Planning, 457B Planning, 403B Planning & Social Security

401K Savings Calculator are Available - Their Business by Creating Close, Personal Relationships with Their Clients - Serves in Bakersfield, Los Angeles & Ridgecrest

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


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

Since 1995

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

They Provide Full Transparency in the Form of Separately Managed Accounts Through Their Partnerships with Third Party Money Managers - Offers Creative Solutions Through an Open & Transparent Process

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

They empower you to navigate today’s complex financial world. They customize a plan to fit your individual and family needs.
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4900 California Ave, Suite 210-B, Bakersfield, CA 93309

Since 2000

Investment Planning, Insurance Protection and Long-Term Care, Legacy Planning, Asset Management, Risk Management, Education Funding, Retirement Legacy, Estate Planning, Business Planning, Succession Planning, Tax Planning, Savings Planning, Annuities, Mutual Funds, 401K Planning, Social Security & Employee Benefits

Provides the Most Effective Way of Helping Her Clients Work Toward Their Goals - Serves in Kern County and Bakersfield California Area

License #0D04152

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

Cindy is extremely knowledgeable in Finances. She works twice as hard as most to assist in your financial needs.
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