California Retirement Plans is dedicated to serving residents of Southern California with a commitment to enhancing financial goals. Their area of expertise lies in pension analysis and legacy planning. The California Retirement Plans team is composed of highly qualified financial professionals who possess a genuine passion for assisting individuals and families in achieving their desired retirements. Over the past thirty-five years, their primary objective has been to offer guidance on retirement and financial planning strategies for individuals and small businesses. Their 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 an on-air financial consultant for various TV and radio programs. To schedule an appointment, do not hesitate to reach out to them.
3 Best Financial Services in Bakersfield, CA
Expert recommended Top 3 Financial Services in Bakersfield, California. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence.
CALIFORNIA RETIREMENT PLANS REVIEWS
If you are looking for an honest and highly experienced financial advisor, look no further than Andy Barkate. In addition, the team at Cal Retirement is both helpful and pleasant. Andy will take steps to understand your risk tolerance and direct you to investments which line up with your profile. I highly reccomend Cal Retirement to anyone seeking sound financial advice.
Andy Barkate has been handling mine and my families Financial affairs for over 10 years. In that time he has always been honest forthright and helpful. Even when I had difficulty with an insurance company he and his staff went out of there way to help resolve the problem.
Andy has always been understanding, knowledgeable, friendly and of course very professional in our interactions. It is comforting knowing he’s watching out for my financial future.
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Moneywise Wealth Management is an independently owned financial and investment advisory firm located in Bakersfield, California. Their experts deliver high-quality client service and tailor their approach to meet each individual's unique needs. They operate on a fee-based structure and are deeply rooted in the local community. The firm's comprehensive investment and planning services are fueled by the extensive industry experience of their advisors, totaling over sixty years of combined knowledge. In addition to their dedication to serving clients, they also have a strong commitment to providing practical advice to benefit the community as a whole. They firmly believe that traditional service styles often neglect the client's best interests. Passionate about their work, the team at Moneywise Wealth Management takes pride in assisting every client in achieving financial success. They offer exceptional investment guidance and strive for world-class performance.
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MONEYWISE WEALTH MANAGEMENT REVIEWS
Moneywise Wealth Management has a team of positive, helpful, caring, thoughtful, and hard-working individuals. This team works to take care of whatever it is you need, following up to check on you, finding the best options, and their service to Bakersfield is hands down the most reputable. On top of their business and finance savvy expertise, they also give back to the community and support local charities, and show what true compassion and love is. If you're looking for an amazing place to get valuable financial information and help, Moneywise is the place to go!
The team at Money-Wise has gone above and beyond to help me with my personal investment strategy as well as grow my business. I have never had intelligent conversation like I do when I am in their office. Everyone is smart, kind, and interested in me. I thought it was going to be a challenge to navigate this new relationship, but it has been nothing but easy and refreshing. If you are in need of a great bunch of folks to help you manage your investments, retirement, or 401K I highly recommend Money-Wise.
Great team over at Moneywise Wealth Management. Very respectful and had a great consultation with Justin Leland. Looking forward to working with them in the near future.
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Howard Financial is a Registered Investment Advisor that operates in Bakersfield, California, and surrounding communities. The firm specializes in providing financial planning services and facilitating access to third-party asset management. They are dedicated to offering innovative financial strategies, solutions, and planning to the families they serve, aiming to bring clarity, security, and overall financial well-being. The firm's mission is centered around providing its clients with cutting-edge financial strategies, solutions, and planning that can lead to financial clarity, security, and overall financial health. Howard Financial is committed to tailoring investment strategies to meet investors' specific short and long-term needs. In addition, they prioritize transparency by establishing partnerships with third-party money managers, ensuring complete visibility in separately managed accounts.
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Fri: 8am - 2pm
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HOWARD FINANCIAL REVIEWS
We went to a class that Lance Howard from Howard Financial was giving with the hope of learning something about retirement/social security. At the class, we made another appointment to meet with him at his office. We were very impressed with his staff, everyone treated us with respect and they were very knowledgeable. He made a phone call on our behalf and ended up saving us quite a bit of money.
People love our vibe! Come experience it for yourself.
Very caring informative advisor.
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