Moneywise Wealth Management
Moneywise Wealth Management is an independently owned financial and investment advisory firm located in Bakersfield, California. Moneywise Wealth Management is one of the Three Best RatedĀ® Financial Services in Bakersfield, CA.
Contact Business
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.
Write a Review
Location / Contact:
- 8700 Stockdale Highway, Bakersfield, CA 93311
- Phone : (661) 847-1000
- EMail : inf***@m***.com
- Website : moneywiseguys.com
Working Hours:
Mon-Fri: 8am - 5pm
Sat & Sun: Closed
TBRĀ® Inspection Report:
Nearby Financial Services in Bakersfield:
-
CALIFORNIA RETIREMENT PLANS 2222 East Street, Suite 3, CA 93301
-
HOWARD FINANCIAL 5401 Business Park South, Suite 112, CA 93309