TOP 10 Comprehensive financial planning in Bakersfield, California

AAA Bakersfield Insurance and Member Services is a comprehensive financial institution located at 1500 Commercial Way in Bakersfield, California. As an insurance agency, they provide a range of insurance products to protect individuals and businesses from unforeseen events. Additionally, they offer travel agency services to help clients plan and book their next vacation. With a focus on member services, AAA Bakersfield Insurance is dedicated to providing excellent customer service and support to all their clients.

Paul Sheldon Insurance & Benefits Planning is a reputable insurance agency located at 5373 Truxtun Avenue in Bakersfield, California. With a commitment to providing personalized and comprehensive insurance solutions, they specialize in helping individuals and businesses protect their assets and plan for the future. Whether you're looking for auto, home, life, health, or business insurance, their team of experienced professionals is dedicated to finding the right coverage to meet your specific needs. Trust Paul Sheldon Insurance & Benefits Planning to provide you with the peace of mind and financial security you deserve.

UBS Financial Services Inc. is a reputable finance institution located at 9201 Camino Media in Bakersfield, California, United States. With a strong presence in the financial industry, UBS offers a wide range of financial services to individuals and businesses. Their team of experienced professionals provides personalized investment advice, wealth management solutions, and comprehensive financial planning services to help clients achieve their financial goals. Trustworthy and reliable, UBS Financial Services Inc. is committed to helping clients navigate the complexities of the financial world and make informed decisions for a secure financial future.

Hendra Tanuwijaya - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 11001 River Run Boulevard, Bakersfield, California, United States. The institution offers a range of certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications cover various aspects of wealth management, estate planning, retirement planning, investment strategies, and more, ensuring that advisors at Hendra Tanuwijaya - Private Wealth Advisor are well-equipped to provide comprehensive financial advice to their clients.

Ironwood Retirement Plan Consultants is a leading finance institution located at 5060 California Avenue in Bakersfield, California, United States. Specializing in retirement planning, our team of experts provides personalized consulting services to help individuals and businesses achieve their financial goals for the future. With a focus on maximizing savings and investments, we offer comprehensive retirement planning strategies tailored to each client's unique needs. Trust Ironwood Retirement Plan Consultants to guide you towards a secure and prosperous retirement.

John Rodgers is a highly experienced financial advisor at Ameriprise Financial Services, LLC located at 5001 California Avenue in Bakersfield, California. With a commitment to providing personalized financial planning and investment management services, John and his team work closely with clients to help them achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your wealth, John Rodgers can help you navigate the complex world of finance with confidence and peace of mind.

Jason Cohen - UBS Financial Services Inc. is a reputable finance institution located at 9201 Camino Media in Bakersfield, California. As a branch of UBS Financial Services Inc., they offer a wide range of financial services to meet the diverse needs of their clients. With a team of experienced professionals, they provide personalized investment advice, wealth management solutions, and comprehensive financial planning services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Jason Cohen - UBS Financial Services Inc. is committed to helping you achieve your financial goals.

Sturm Financial is a reputable finance institution located at 5401 Business Park South in Bakersfield, California, United States. With a strong focus on providing personalized financial solutions to individuals and businesses, Sturm Financial offers a wide range of services including investment management, wealth planning, and retirement planning. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit Sturm Financial today to learn more about their comprehensive financial services.

Merrill Lynch Financial Advisor Brian Self is a reputable finance institution located at 5080 California Avenue in Bakersfield, California, United States. As a trusted financial advisor, Brian Self provides personalized financial planning and investment solutions to help clients achieve their financial goals. With a strong background in finance and a commitment to client satisfaction, Merrill Lynch Financial Advisor Brian Self is dedicated to providing expert guidance and support to individuals and businesses seeking to secure their financial future.

Merrill Lynch Financial Advisor Bradford L McNaughton, located at 5080 California Avenue in Bakersfield, California, is dedicated to helping clients develop personalized financial strategies to pursue their long-term goals. Whether it's planning for retirement, saving for a home, or funding a child's education, the institution offers one-on-one consultations to understand each client's unique needs and priorities. With access to the investment insights of Merrill and banking solutions from Bank of America, the institution's team of experienced professionals works to design customized approaches tailored to address the financial needs of each client. Through the Merrill Personal Wealth Analysis™ process, clients can build and document personalized plans centered on their goals and aspirations.

Ram Martinez - Financial Advisor, Ameriprise Financial Services, LLC, located at 11001 River Run Boulevard in Bakersfield, California, is a finance institution that offers a range of services to help clients achieve their financial goals. With background and qualification information available on FINRA's BrokerCheck website, clients can trust in Ram Martinez's expertise. The institution provides a Client Relationship Summary Disclosure to give clients insight into the current market trends and potential investment opportunities. Risk tolerance is a key factor in determining the most suitable investment strategy for each client, and Ram Martinez can help assess this important aspect. By conducting securities business only with residents of properly registered states, Ameriprise Financial ensures compliance with regulations. Clients can expect a comprehensive overview of financial planning concepts during the initial consultation. While future financial results cannot be guaranteed, clients can trust in the expertise and dedication of Ram Martinez and the team at Ameriprise Financial. With a focus on privacy and security, clients can rest assured that their financial information is in safe hands. Whether referring friends or family members, clients can be confident that Ram Martinez will provide the same level of personalized service and attention to detail. With a commitment to helping clients achieve their financial goals, Ameriprise Financial Services, LLC is a trusted partner in financial planning.

Atlas Financial Solutions Bakersfield Bookkeeping & Taxes is a trusted institution located at 1620 Mill Rock Way in Bakersfield, California, United States. Specializing in accounting and finance, we are dedicated to helping small businesses start, manage, and grow their dreams. Our team is committed to handling all your financial needs so you can focus on what you are truly passionate about - your business! Struggling to keep up with the ever-changing tax and business regulations? Need assistance managing and organizing the financial tasks of your business? Hiring your first employee and not sure where to start? Let Atlas Financial Solutions be your guide. Our name, inspired by the mythological figure Atlas, symbolizes our mission to provide financial solutions that will lift the burden off your shoulders and pave the way to your dreams. Let us be your trusted partner in navigating the complexities of financial management.

Farmers Insurance - Marcy Parmley is an insurance agency located at 3612 Coffee Road, Bakersfield, California, United States. If you have any questions about comprehensive coverage, collision coverage, deductibles, medical payments, or any other insurance needs, you can give them a call and they will be happy to assist you. With over 80 years of experience, Farmers Insurance offers a variety of insurance products including car insurance, home insurance, life insurance, renters insurance, business insurance, and more. They can help you customize an insurance package to meet your unique needs and protect your investments. Additionally, they offer financial services to help you build a solid financial plan for the future. Contact Farmers Insurance - Marcy Parmley today to learn more about their insurance options and get a quote.

Farmers Insurance - Daryl Dean Santos is an insurance agency located at 4646 Wilson Road, Bakersfield, California, United States. With CA Lic. #0L37082, Daryl Dean Santos helps customers identify the best insurance coverage for their needs. Whether it's auto, home, renters, business insurance, and more, Daryl has the knowledge and experience to guide you through the process. From comprehensive coverage to medical payments, Daryl can help you understand your options and find the right coverage for your budget. Protect your most valuable possession with home insurance from Farmers®. With over 80 years of experience, Farmers® will be there for you in case of disaster. Get a competitive rate with multi-line insurance discounts and ensure your home is protected.

Farmers Insurance - Jason Boyd is an insurance agency located at 4639 Planz Road, Bakersfield, California, United States. As a local Farmers® agent in Bakersfield, CA, Jason Boyd helps customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, or more, Jason Boyd has the knowledge and experience to help clients understand their coverage options. By providing personalized and straightforward service, Jason Boyd aims to make clients smarter about insurance. Jason Boyd can assist with comprehensive coverage, collision coverage, deductibles, medical payments, and more. Clients can reach out to Jason Boyd for answers to any insurance-related questions. Whether it's reviewing a life insurance policy, getting a home insurance quote, or exploring renters insurance options, Jason Boyd is available to help.

Farmers Insurance - Rebecca Duncan is an insurance agency located at 4819 Calloway Drive in Bakersfield, California. As a local Farmers® agency, their goal is to provide peace of mind by helping people protect themselves and their families from the unexpected. Rebecca Duncan decided to start her own agency after watching her father help others as a Farmers Agent. With a lifetime of experience in insurance, Rebecca and her team can help you understand your coverage options, whether it's for auto, home, life, recreational vehicles, or business insurance. The office is located in the Titleworks Building on Calloway Drive. They offer comprehensive coverage, collision coverage, deductibles, and more. Farmers has been in the insurance business for over 80 years, providing reliable coverage for homes and other possessions. They also offer renters insurance, business insurance, condo insurance, and financial planning services. For added protection, they can provide a Personal Umbrella insurance policy. The agency works with various insurers under the Farmers Insurance umbrella, ensuring that clients have access to a range of options. Contact Farmers Insurance - Rebecca Duncan for more information on how they can help you protect what matters most.

Farmers Insurance - Robby White is an insurance agency located at 4200 Truxtun Avenue, Bakersfield, California, United States. As a Farmers® agent, Robby White can help customers identify the insurance coverage that best fits their needs. With knowledge and experience in auto, home, life insurance, business insurance, and more, Robby can help you understand your coverage options. Whether you need comprehensive coverage, collision coverage, or have questions about deductibles and medical payments, Robby White is here to help. Protect your most valuable possessions with Farmers® insurance products, which have been providing coverage for over 80 years. Whether you need home insurance, renters insurance, condo insurance, or business insurance, Robby White can help customize a plan to suit your needs. Additionally, Farmers Insurance and Financial Services can assist with building a solid financial plan for a secure future.

Farmers Insurance - Pete Pifer is an insurance agency located at 5610 District Boulevard in Bakersfield, California, United States. As your local Farmers® agent, Pete Pifer helps customers identify the insurance coverage that best fits their needs. With over 29 years of experience in the insurance industry, Pete has the knowledge and expertise to help you understand your coverage options, whether it's auto, home, renters, business insurance, and more. Whether you need comprehensive coverage, collision coverage, deductibles, or medical payments, Pete Pifer can help you navigate the world of insurance to find the right coverage for your needs and budget. With competitive rates and multi-line insurance discounts, Farmers Insurance can help you save money on your policies.

Farmers Insurance - Ron Walsh is a trusted insurance agency located at 2409 Calloway Drive in Bakersfield, California, United States. As your local Farmers® agent, Ron Walsh helps customers identify the insurance coverage that best fits their needs. Whether you are looking for auto, home, renters, business insurance, and more, Ron is here to provide straightforward and personalized assistance to make you smarter about insurance. With over 80 years of experience, Farmers Insurance has a proven track record of providing reliable coverage in the event of disasters such as fires or other covered causes of loss. Ron can help you understand your coverage options, including comprehensive coverage, collision coverage, deductibles, and more. Contact Ron Walsh today for a consultation and to explore insurance discounts that can help you save money. Whether you are a homeowner, renter, small business owner, or condo owner, Ron can tailor an insurance package to meet your unique needs and reduce your risk. Additionally, Ron can help you create a solid financial plan to secure your future. For added protection above and beyond your existing policies, consider a Personal Umbrella insurance policy. Contact Ron Walsh at Farmers Insurance for expert guidance and personalized service.

Farmers Insurance - Yadira Perez is a local insurance agency located at 5405 Stockdale Highway in Bakersfield, California. As a Farmers agent, Yadira Perez helps customers find insurance coverage that suits their individual needs. Whether it's auto, home, renters, or business insurance, Yadira has the knowledge and experience to guide you through the process and ensure you understand your options. If you're looking for comprehensive coverage, collision coverage, deductibles, or medical payments, Yadira can help simplify the selection process for car insurance. By offering online quotes and insurance discounts, Farmers Insurance makes it easy to save money on your auto insurance.

Farmers Insurance - Dustin Gonzales is a local insurance agency located at 1601 New Stine Road in Bakersfield, California. As a Farmers® agent, Dustin Gonzales helps customers in Bakersfield identify the insurance coverage that best fits their needs. Whether you need auto, home, renters, business insurance, or more, Dustin has the knowledge and experience to help you understand your coverage options. By providing personalized and straightforward service, he aims to make you smarter about insurance. If you're unsure where to begin with your car insurance coverage, Dustin can take the mystery out of selecting the right policy for your needs and budget. With Farmers Insurance, you can also benefit from competitive rates and discounts that can help you save money.

Rosie Schweer - State Farm Insurance Agent is an insurance agency located at 4200 Gosford Road, Bakersfield, California, United States. Rosie Schweer offers customized coverage plans to help protect what matters most to you, whether it's your family, belongings, or finances. With options for safe driving rewards, bundling, and discounts, Rosie Schweer can tailor a solution to fit your needs. Specializing in auto insurance, Rosie Schweer can help you find coverage that fits your lifestyle in Bakersfield, CA. From collision and comprehensive to rental and rideshare coverage, State Farm offers a variety of options to choose from. By combining auto and home policies, you may even be able to save more on your insurance.

Trovato Wealth Management is a leading finance institution located at 4925 Commerce Drive in Bakersfield, California, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or seeking advice on estate planning, our experts are here to provide you with comprehensive financial solutions tailored to your individual needs. Trust Trovato Wealth Management to guide you towards a secure and prosperous financial future.

A Business Accounting Solution, Inc. is a trusted accounting and finance institution located at 14215 La Cascada Court in Bakersfield, California. Our team of expert accountants and financial advisors provide comprehensive solutions for businesses of all sizes. Whether you need help with bookkeeping, tax preparation, payroll services, or financial planning, we are here to assist you every step of the way. With our dedication to accuracy and attention to detail, you can trust us to handle all of your accounting needs with professionalism and efficiency. Contact us today to learn more about how we can help your business thrive financially.

Merrill Lynch Wealth Management Advisor Bradford L McNaughto is a finance institution located at 5080 California Avenue, Bakersfield, California, United States. They offer personalized financial strategies to help clients pursue their long-term goals. The institution believes in building strong client relationships based on trust and personalized service. With access to the investment insights of Merrill and banking solutions from Bank of America, they work with clients to develop customized approaches to address their financial needs. The team is comprised of talented and experienced individuals committed to helping clients achieve their financial goals. Through the Merrill Personal Wealth Analysis™, they can build and document personalized plans centered on client goals. The institution believes in staying connected with clients to discuss any changes in their life or financial approach, ensuring they stay on track to achieve what's most important to them. Merrill Lynch Wealth Management Advisors are dedicated to helping clients navigate the financial complexities of life and build customized investment approaches to address their needs and pursue their goals. With a focus on personalized investment strategies and comprehensive financial solutions, clients can trust Merrill Lynch Wealth Management Advisor Bradford L McNaughto to guide them towards financial success.

Miguel Garcia is a reputable financial institution located at 11420 Ming Avenue in Bakersfield, California. With a strong presence in the community, Miguel Garcia offers a wide range of financial services to individuals and businesses. From personal loans to investment advice, their team of experienced professionals is dedicated to helping clients achieve their financial goals. Visit Miguel Garcia today to experience their top-notch customer service and expertise in the world of finance.

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.

Williams Group CPA is a reputable accounting and finance institution located at 3559 Allen Road in Bakersfield, California, United States. Our team of experienced certified public accountants offers a wide range of services to meet the financial needs of individuals and businesses. Whether you need assistance with tax preparation, bookkeeping, financial planning, or auditing, we are dedicated to providing professional and personalized service to help you achieve your financial goals. Trust Williams Group CPA for all your accounting and finance needs.

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.

Welcome to Accountant Partners Small Business Accountant - Long Beach Location, your trusted partner in accounting and finance, located on Park Avenue in the heart of Long Beach, California. Serving the vibrant community of Long Beach and its surrounding neighborhoods from Belmont Shore to Bixby Knolls and Alamitos Heights, we are dedicated to helping the area's 469,450 residents and 33,023 businesses thrive. At Accountant Partners, we specialize in minimizing your tax burden and maximizing your business profitability. With over 27 years of experience, we offer best-in-class tax minimization strategies, personalized advisory services, and technology-driven efficiency. Our proactive approach ensures that you save significantly on taxes, with potential savings ranging from $10,000 to over $1 million.