Moneywise Wealth Management
8700 Stockdale Highway, Bakersfield, CA 93311
Location & Phone number
8700 Stockdale Hwy, Bakersfield, CA 93311, United States
About the Business
Moneywise Wealth Management, located at 8700 Stockdale Highway in Bakersfield, California, is a finance institution that specializes in helping individuals reach their financial goals and retirement aspirations. Our team of experienced advisors listens to your specific needs and goals, empowering you to take control of your financial journey and thrive as your own hero.
As an independently owned, fee-based financial and investment advisory firm, Moneywise Wealth Management has deep roots in Bakersfield and serves clients from across the country. With over 60 years of combined industry experience, our advisors are dedicated to improving the lives of our clients by alleviating stress and helping them achieve their retirement dreams.
In addition to our client-focused approach, we are committed to giving back to our communities by providing practical financial advice and accessible education. Through various media platforms such as radio shows, podcasts, live appearances, and video series, we strive to make finance easy to understand and enjoyable for everyone, regardless of their financial background.
Please note, Moneywise Wealth Management is not affiliated with SCF Securities, Inc. Our website is developed and maintained by The Marcom Group, Incorporated. Visit us today to start your journey towards financial success.
Photos
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 1:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Nice people, very professional"
"The professional service I always seeked for."
"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."
"Firm focused on helping families grow and protect their wealth."
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