We Have Listed The Top 10 Financial Advisors In Bakersfield To Help You Choose The Best Professional For Your Needs.
Address: 8700 Stockdale Highway, Bakersfield, CA 93311
Phone: 661-847-1000
Website: https://www.moneywiseguys.com/
We, Moneywise Wealth Management | “The Moneywise Guys,” are an independently owned, fee-based financial + investment advisory firm that is rooted in Bakersfield, CA, and work with beloved clients from all over the country. Our service style is skilled and down-to-earth, favoring skill + compassion, and our financial advisors are anchored in an integrated WEALTH + TAX + ESTATE planning structure and a long-term, strategic investing mindset. Since opening in 2003, we have noticed that most financial firms use two basic approaches: (1) a one-person shop where the advisor is forced to be an expert in all areas of finance or (2) a corporate structure, full of conflicts of interest, that seemed to discourage objectivity and independence which forced the advisor to lose his objectivity and forced to advise clients based on what was best for the corporation and not the unique needs of the client. We strongly believe that both of these traditional styles are at the unfortunate expense of the client. In response, we have created an effective model where our fiduciary investment advisors work closely with an experienced estate planner + attorney, and a CPA/MST. This allows us to focus on what we specialize in – sound investment solutions + thoughtful guidance, and retirement planning. Our financial advisors + support team are dedicated to doing everything that is within our power, experience, and resources to assist clients in building the healthy, confident, stress-free financial life that they have always imagined and deserve. We are passionate about the work that we do and are honored to help each and every client brightly shine. Individuals. Families. Business Owners. We are here to be your loyal + experienced partner and to help you be the hero in your own unique, financial journey through your retirement years. Moneywise is guided by a set of values and a company culture that is rooted in education, pro-activity, adaptability, empathy, and treating our clients, co-workers, and community as though they were our own, beloved family. These values are the compass by which we stay focused: providing sound financial advice to as many people as we can reach and giving back in the ways that we are capable of. We believe in a positive ripple effect.
Address: 5080 California Avenue Suite 102 Bakersfield, CA 93309
Phone: 661-326-7707
The financial advisors at our branch can offer financial approaches that come from years of combined wealth management knowledge and experience. We also stress that our role goes beyond wealth management advice and guidance. Employing the broad resources of Merrill Lynch Wealth Management, advisors can assist with retirement income planning, guidance on concentrated stock positions, traditional investments and estate planning services, while working with your other professionals, such as estate and tax attorneys. Our deeply committed advisors call upon Merrill’s tools and resources to help clients pursue personal and professional financial goals, as they also help them prepare for financial and lifestyle challenges that may lie ahead. Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
Address: 200 New Stine Road Suite 150 Bakersfield, CA 93309
Phone: 661-835-8189
Website: http://www.bowlesfinancial.com/
For over two decades, Bowles Financial & Insurance Group, Inc., with our advisors have been in our community assisting individuals and families like yours in achieving their life ambitions. Each of our clients has varying financial goals and objectives, which result in diverse financial planning and wealth management needs. Our aspiration is to provide you with a comprehensive roadmap to meet those needs. Our firm was founded with three words in mind, Knowledgeable, Caring, Guidance. At Bowles Financial & Insurance Group, we strive to bring the knowledge our clients seek, and with it, integrity and an unwavering commitment to advance our client’s financial security. Our purpose is to provide you with the solutions that simplify your financial life and put you on the road to financial freedom and, most importantly, keep you there. We at Bowles Financial & Insurance Group, maintain a culture of excellence and integrity in all that we do and say. By adhering to the highest fiduciary standards and acting in the best interest of you our client 100% of the time. The recommendations we make are part of a collaborative process that integrates multiple perspectives and areas of expertise. There is no substitute for the skills and judgment that come from having decades of hands-on experience managing money. Our unique approach, developed and refined over nearly three decades, has been designed to address all aspects of your financial situation. Our advisors accomplish this through the total wealth management of accumulation, conservation and distribution of your wealth. We believe that the components of your financial life need to be carefully and comprehensively coordinated on an ongoing basis with the assistance of a dedicated, knowledgeable, and experienced advisor.
Address: P.O. Box 9506 Bakersfield, CA 93389
Phone: 800-221-3311
The Financial Consultants of Valley Strong Retirement & Wealth Management Group are Registered Representatives with, and Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL Financial or its licensed affiliates. Valley Strong Credit Union and Valley Strong Retirement & Wealth Management Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Valley Strong Retirement & Wealth Management Group, and may also be employees of Valley Strong Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Valley Strong Credit Union or Valley Strong Retirement & Wealth Management Group. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Address:
Phone: 661-241-9393
We enjoy helping our clients achieve their financial goals. Learn about our team members. For 125 years, Ameriprise has been committed to putting clients’ needs first. If you have questions or would like to schedule a complimentary initial consultation, get in touch. We get to know our clients’ needs and provide personalized advice for today’s challenges and tomorrow’s goals. We are committed to providing advice in your best interest, and we’re proud to share that Ameriprise earned a 2021 Hearts & Wallets Top Performer™ recognition in: "Unbiased, puts my interest first" "Investment ideas knowledgeable, timely, and tactical" "Offers personal financial advice" Ready to learn more about how we can help you? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Interested in the markets and investing? Subscribe to your choice of publications from the investment professionals at Columbia Threadneedle Investments, one of the nation’s largest asset managers. You’ll receive regular insights on financial markets, global and economic issues and investor needs and trends via email.
Address: 5603 Auburn St Suite C Bakersfield, CA 93306
Phone: 661-871-0847
Website: https://www.edwardjones.com/us-en/financial-advisor/glenn-allen
We've consistently been ranked among the best companies to work for by FORTUNE magazine, and our employees tend to stay with us for years. As a privately-owned company, Edward Jones has a very personal feel that's almost like family. Out of our partnership structure grows a spirit of collaboration. We have a shared focused on doing what's best for our clients, our communities and one another. How do you become a firm that more 7 million individual investors trust with their future? By providing the attention, respect and service our clients and their investments deserve from the beginning. We live our core values every day, creating an environment of collaboration, growth and respect that enriches the lives of our clients, associates and communities while caring for the planet. Our parent company, The Jones Financial Companies, L.L.L.P. (JFC) files annual, quarterly and current reports along with other information required by the Securities and Exchange Act of 1934, as amended with the Securities Exchange Commission (SEC). We have home offices in the United States and Canada, with more than 15,000 branch office locations in North America.
Address: 2008 21st Street, Suite 100 Bakersfield, CA 93301
Phone: 661-347-1211
Website: https://www.rozellwealthmgt.com/
As a Bakersfield Financial Advisor, Rozell Wealth Management provides comprehensive financial planning for all aspects and stages of life, with particular emphasis on assisting you when going through a major transition such as retirement, divorce, death of a spouse or selling a business in Bakersfield, CA. Our goal is to always exceed your expectations, giving you superior and personable customer service predicated upon independent, objective, multi-dimensional investment and financial advice. No matter what stage of life you’re going through, we provide a comprehensive financial planning experience accounting for and organizing all areas of your financial situation to help you maximize wealth, minimize your expenses and move toward a sense of financial freedom. Whether you’re entering retirement, dealing with a divorce or the death of a spouse, or you’re selling a business, we will work with you to understand your options, diffuse your stress and help you make proactive financial choices. As an independent and objective advisor, we have access to a broad universe of financial products and solutions, perform detailed analysis and research for each scenario, and base planning on your unique investments goals and objectives.
Address: 5401 Business Park South, Suite 112 Bakersfield, CA 93309
Phone: 661-322-5192
Howard Financial is an independent Registered Investment Advisor serving Bakersfield, California and surrounding communities that provides financial planning and access to third party asset management. To provide the families we serve with innovative financial strategies, solutions, and planning that can result in financial clarity, security, and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at Howard Financial. Howard Financial provides investors custom tailored investment strategies to meet short and long-term needs. We provide full transparency in the form of separately managed accounts through our partnerships with third party money managers. Our goal at Howard Financial is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing both financial and insurance* solutions to achieve financial independence. As a fiduciary, Howard Financial is legally obligated to put our client’s interests first. *Insurance offered through Howard Financial & Insurance Services, Inc. *Investment services offered through Howard Financial & Wealth Management, Inc.
Address: 5060 California Ave Suite 600 Bakersfield, CA 93309
Phone: 661-322-9799
Website: https://www.barneswealth.com/
At Barnes Wealth Management Group, our goal is to help you pursue your goals, whether you’re just getting started, preparing for retirement, or well into your golden years. The passion of our financial advisors is to help people from all walks of life find their own vision of true wealth. That means helping you define what true wealth looks like for you, putting a plan in place to help you pursue your vision, then helping you maintain the true wealth you’ve achieved. Financial Planning Our team of financial advisors will design a plan to evaluate your current financial situation and direct you toward true financial freedom. Investment Management Our disciplined, time-tested investment strategies provide your portfolio with the proactive service you need to pursue your goals. Retirement Planning We’re here to help you avoid your own personal retirement crisis by putting your financial plan into concrete terms using our five-step process. Tax Planning Our tax team of CPAs reviews your recent tax returns to identify potential savings or restructuring opportunities, giving you proactive ideas to save money in the future. Estate Planning Our estate planning team helps you create a tax efficient, comprehensive estate plan that leaves little to chance, along with teaching you how your assets will be distributed. Private Client Highly complex needs can require sophisticated solutions. Private Client members get the one-on-one support they need.
Address: 5001 California Avenue Suite 125 Bakersfield, CA 93309
Phone: 661-322-5204
Website: https://www.charpentierwealth.com/
We create an environment where our clients feel safe to talk… and we listen. Quality conversation—where we prioritize and decide on a place to start—builds trust and confidence. We don’t micromanage, rather, we simplify information to make it understandable. Most of us need help making practical financial decisions. We want to be encouraging, helping people move ahead with their financial lives no matter what is going on. And we’ll be honest about what needs to be done, even when it’s hard; we won’t sugar-coat it. Above all, we watch over our clients. Making a difference in people’s lives is what keeps us going! We know it feels good to get everything in order, and we love to hear our clients say, that wasn’t so bad! Business owners, executives and decision makers have to make the most of their time; multitasking is a way of life. We know finances can be complicated and can make people feel nervous at first, even intimidated. People who are intelligent, hard working, resourceful and able to overcome significant challenges in other areas of their lives are often embarrassed to admit that they don’t have a current financial plan or any plan at all. We understand that feeling and we are willing to meet our clients where they are and help to move them move ahead. No shame here.