Best Financial Services in Bakersfield, CA

Handpicked Top 3 Financial Services in Bakersfield, CA. How do we actually find the most highly rated financial service? Our 50-Point Inspection includes everything from checking reputation, history, complaints, local reviews, nearness, satisfaction, trust and cost to the general excellence. That's not all... businesses do not pay us to list them. You deserve only the best!


2222 E St, Suite 3, Bakersfield, CA 93301

Since 1984

Retirement Income Strategies, Wealth Accumulation, Annuities, Asset Protection, Life Insurance, Tax Minimization Strategies, Charitable Giving, Estate Planning, Legacy Plannning, Long-Term Care, IRA & 401(k) Rollovers

Specializes in Retirement Solutions & Insurance Services

Mon - Thu 8:00 am – 5:00 pm Fri 8:00 am – 1:00 pm

Andy is great at sitting down with you, getting to know you personally, and then assessing your long-term financial goals. I look forward to enhancing my financial planning with Andy as we proceed in to the future. A good guy all around.
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5001 California Ave, Suite 125, Bakersfield, CA 93309

Since 1989

Business Succession Planning, Retirement Planning, College Funding Strategies, Wealth Protection Planning, Investment Planning, Estate Planning, Tax Strategies & Maximizing Employee Benefits

Offers a holistic, comprehensive Wealth Management solution

License #0763281

Mon - Fri 8:00 am - 3:30 pm

Debbie Charpentier and her team SAVED our Finances! As a business owner, I was afraid about having enough money for retirement, but the team at Charpentier Wealth Strategies has us in line. If you are looking for a caring and knowledgeable financial planner I couldn't recommend Debbie Charpentier more!
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5001 California Ave, Suite 125, Bakersfield, CA 93309

Since 2014

Education Funding, Retirement Planning, Estate Planning, Business Succession Planning, Tax Planning, Investment & Insurance Strategies

Experience in Asset Management, Business Continuity & Wealth Transfer Strategies

License #0D04152

Mon - Fri 8:00 am - 5:00 pm

My husband and I met with Cindy Selfridge last year. Her office personnel were very warm and greeted us promptly. Cindy walked us to a meeting room and asked us a few questions to get us started thinking about our life goals. After having a great discussion, we developed a plan to get us were we want to be in life. Cindy gave us a great basic understanding of how it works and she made us feel confident that we were going to start a new chapter in our lives. I would highly recommend Cindy.
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