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TOP 30 Business succession planning in Bakersfield, CA
12 results found
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Bankers Life
Bankers Life, located at 4900 California Avenue in Bakersfield, California, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents provide core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, Washington National Insurance Company, as well as options from partner carriers such as Aetna, Anthem, Humana, UnitedHealthcare, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage. With the rising costs of healthcare, planning for long-term care is essential. At Bankers Life, we can help you prepare for the future and have important discussions with your loved ones. We are currently recruiting agents, managers, and investment professionals who are passionate about helping others achieve a financially secure retirement. Our training programs are award-winning and designed to set you up for success. Join us at Bankers Life for unlimited earning potential, a flexible schedule, and a rewarding career helping your community. Come achieve more with us at Bankers Life!
Rebecca Rivera
Rebecca Rivera is a renowned institution located at 9300 Stockdale Highway in Bakersfield, California, United States. Specializing in obstetrics and gynecology, Dr. Rivera is a highly skilled physician and community leader who serves as the Director of Minimally Invasive Gynecology Surgery at Kern Medical. With a Bachelor of Science and medical degree from the University of California at Los Angeles, Dr. Rivera completed her internship and residency at Kern Medical before establishing three private practices in the Bakersfield area. In addition to her medical practice, Dr. Rivera is actively involved in promoting wellness and health in the community. She has chaired various initiatives such as Cervical Cancer Prevention, Teen Pregnancy Prevention, and Freedom from Diabetes Walk. She is also a board member of the Kern County Hispanic Chamber of Commerce and has been recognized for her commitment to the community with awards such as Business Women of the Year and Woman with a Heart for Bakersfield.
Arrive Financial & Insurance Services
Arrive Financial & Insurance Services, located at 900 Mohawk Street in Bakersfield, California, is a finance institution that takes an educational approach to financial services. Their mission is to provide families and businesses with innovative financial strategies, solutions, and planning to achieve financial clarity, security, and overall well-being. Building lifelong relationships with clients is a key aspect of their success. Specializing in both long-term and short-term financial strategies, Arrive Financial & Insurance Services offers creative solutions through an open and transparent process to help clients reach their financial goals and work towards financial independence. They can help clients plan for retirement by maximizing qualified-retirement plans, Social Security, personal savings, and investments.
Zuk Financial Group
Zuk Financial Group is a leading financial institution located at 5301 Office Park Drive in Bakersfield, California, United States. Specializing in finance, Zuk Financial Group offers a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Zuk Financial Group provides expert advice and personalized solutions to meet the unique needs of each client. Whether you are looking to invest, plan for retirement, or secure a loan, Zuk Financial Group is dedicated to helping you navigate the complexities of the financial world with confidence and success.
Merrill Lynch Financial Advisor Craig M Huff
Merrill Lynch Financial Advisor Craig M Huff, located at 5080 California Avenue in Bakersfield, California, offers personalized and tailored financial strategies for affluent families and successful business owners. With over 30 years of experience, Craig is dedicated to building enduring client relationships and providing customized financial solutions. Working with a team of specialists, he offers strategies for cash management, financing, and succession planning. By understanding each client's unique needs and risk tolerance, Craig develops intelligent and thoughtful financial plans to help clients achieve their goals. As a California native with a background in Economics and Computer Science, Craig enjoys volunteering in the community and engaging in various outdoor activities. With a focus on personalized service and long-term financial success, Merrill Lynch Financial Advisor Craig M Huff is committed to helping clients navigate the complexities of their financial lives.
Fanucchi & Marsh CPA's
Fanucchi & Marsh CPA's is a reputable accounting and finance institution located at 9720 Brimhall Road in Bakersfield, California. With a team of experienced certified public accountants, they provide a wide range of financial services to individuals and businesses. From tax preparation and planning to auditing and consulting, Fanucchi & Marsh CPA's is dedicated to helping their clients achieve financial success. Their personalized approach and attention to detail set them apart as a trusted partner in managing finances effectively.
Bank of America Private Client Advisor Samuel (Sam) Miller
Bank of America Private Client Advisor Samuel (Sam) Miller, located at 500 Newport Center Drive in Newport Beach, California, is a Senior Vice President and Private Client Advisor with Bank of America Private Bank. Sam works closely with high-net-worth individuals, business executives, entrepreneurs, and family offices to offer strategic solutions utilizing Bank of America's extensive resources. With experience in wealth structuring, credit and banking, investment management, business and succession planning, and trust and estate planning, Sam is known for his ability to explain complex strategies in an easy-to-understand way. Sam earned his Bachelor's degree in Spanish and his M.B.A. from California State University-Bakersfield, and is a perpetual learner who volunteers with youth sports programs in his community. Bank of America Private Bank has been helping clients manage significant wealth for over 200 years, offering personalized approaches and the resources of Bank of America to help individuals, families, businesses, and institutions achieve their financial objectives. Whether you're looking to preserve and share wealth, build philanthropic legacies, or plan for future growth, Bank of America Private Bank is committed to making your goals a priority.
H&R Block
H&R Block is a renowned accounting and finance institution located at 8040 White Lane in Bakersfield, California, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for assistance with your personal taxes or a business in need of comprehensive financial solutions, H&R Block is dedicated to providing expert guidance and support to help you achieve your financial goals. Contact H&R Block today to schedule a consultation and take the first step towards financial success.
Sandoval Tax CPAs, Inc.
Sandoval Tax CPAs, Inc. is a CPA Firm located at 3877 Stockdale Highway in Bakersfield, California. We specialize in providing professional tax and accounting services to business owners across all 50 states. Our mission is to help business owners save money in taxes through proactive tax planning strategies, ultimately allowing them to invest back into their businesses, support their families, employees, and communities. Our tax services include tax planning and tax preparation, with a focus on reviewing the business owner's choice of entity, tax deductions, credits, retirement, and specific strategies tailored to their industry. We have successfully saved business owners tens of thousands of dollars in taxes by ensuring they are operating under the most tax-efficient entity.
Brown Armstrong
Brown Armstrong is a highly respected accounting and finance institution located at 4200 Truxtun Avenue in Bakersfield, California. We pride ourselves on treating each client as if they are our only client, providing personalized and high-quality services to meet their financial needs. Our team of skilled professionals offers a variety of CPA services tailored to industries such as oil, energy, construction, healthcare, and more. We strive to exceed client expectations by uncovering unique solutions for complex financial situations.
Signature Plus Tax Services
Signature Plus Tax Services is a reputable accounting and finance institution located at 4646 Wilson Road in Bakersfield, California, United States. With a team of experienced professionals, they provide a wide range of tax services to individuals and businesses. Their expertise includes tax preparation, planning, and consulting to help clients maximize their financial success. Whether you need assistance with filing your taxes or navigating complex financial matters, Signature Plus Tax Services is committed to providing personalized and reliable solutions to meet your needs.
William J Wade & Co
William J Wade & Co is a reputable accounting and finance institution located at 5210 Crystal Falls Lane in Bakersfield, California, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, payroll services, and financial planning. Whether you are an individual or a business owner, William J Wade & Co is dedicated to helping you achieve your financial goals and maximize your financial success. Contact them today to learn more about how they can assist you with your accounting and finance needs.
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