Financial advisor for personalized financial advice in Bakersfield, California
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Golden 1 Credit Union - Bakersfield
● OpenGolden 1 Credit Union in Bakersfield is a reliable financial institution located at 4106 California Avenue in Bakersfield, California. As a full-service credit union, they offer a wide range of financial services including banking, loans, and investment options. Whether you need to access their convenient ATMs or speak with a knowledgeable financial advisor, Golden 1 Credit Union is here to help you achieve your financial goals. Visit them today to experience their exceptional customer service and competitive rates.
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Lauro Braganza - Prudential Financial
● OpenLauro Braganza - Prudential Financial is a reputable finance and insurance agency located at 5401 Business Park South in Bakersfield, California, United States. With a focus on providing top-notch financial services and insurance solutions, this institution is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. The experienced team at Lauro Braganza - Prudential Financial is committed to delivering personalized and professional service to all clients, ensuring they receive the best possible advice and support. Whether you are looking for investment guidance, retirement planning, or insurance coverage, this institution has the expertise and resources to meet your needs. Trust Lauro Braganza - Prudential Financial to help you secure your financial future.
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Creations Financial and Insurance Services, Inc.
● OpenCreations Financial and Insurance Services, Inc. is a finance institution located at 2236 South Broadway, Santa Maria, California, United States. With additional locations in Bakersfield, Visalia, and Los Osos, we are dedicated to helping you protect your hard-earned money and plan for a successful retirement. Our focus is on long-term financial stability, offering products like annuities and life insurance to keep your money safe from market downturns. Our experienced team is here to educate and assist you in creating a strategy that you can feel confident in. Contact us to schedule a one-on-one appointment or attend one of our informative seminars. Creations Financial is backed by the claims-paying ability of the carrier and offers a reasonable rate of return over time. Please note that this site is for informational purposes only and does not constitute a solicitation for any product or investment. Consult with a licensed professional for personalized advice.
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Morgan Stanley Financial Advisors
● OpenMorgan Stanley Financial Advisors is a leading financial institution located at 9100 Ming Avenue in Bakersfield, California. Our team of experienced advisors is dedicated to providing personalized financial advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, our experts are here to help you every step of the way. With a focus on integrity and excellence, Morgan Stanley Financial Advisors is committed to helping clients navigate the complexities of the financial world and make informed decisions for a secure financial future. Contact us today to schedule a consultation and see how we can help you reach your financial goals.
9100 Ming Ave Suite 205, Bakersfield, CA 93311, United StatesAdvertisements -
WealthTarget Investment Advisors, LLC
● OpenWealthTarget Investment Advisors, LLC is a reputable finance institution located at 5500 Ming Avenue in Bakersfield, California, United States. Specializing in investment advisory services, WealthTarget helps clients achieve their financial goals through personalized investment strategies and expert guidance. With a focus on building and preserving wealth, the team at WealthTarget is dedicated to providing top-notch financial advice and support to help clients secure their financial future.
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Bowles Financial & Insurance Group
● OpenBowles Financial & Insurance Group is a reputable finance institution located at 200 New Stine Road in Bakersfield, California, United States. With a team of experienced professionals, they offer a wide range of financial and insurance services to help individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment advice, or insurance coverage, Bowles Financial & Insurance Group is dedicated to providing personalized solutions tailored to your specific needs. Trustworthy and reliable, they are committed to helping you secure a stable financial future.
200 New Stine Rd # 150, Bakersfield, CA 93309, United States -
Zuk Financial Group
● OpenZuk 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.
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UBS Financial Services Inc.
● OpenUBS 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.
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Merrill Lynch Financial Advisor Craig M Huff
● OpenMerrill 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.
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Edward Jones - Financial Advisor: John J Lock, AAMS™
● OpenEdward Jones - Financial Advisor: John J Lock, AAMS™ is a reputable financial institution located at 4300 Coffee Road in Bakersfield, California, United States. With a focus on personalized financial planning and investment strategies, John J Lock, AAMS™ offers expert advice and guidance to help clients achieve their financial goals. Whether you are looking to save for retirement, invest for the future, or plan for your children's education, John J Lock, AAMS™ is dedicated to providing top-notch service and support. Trust in this institution to help you navigate the complexities of the financial world and secure a stable financial future.
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Bank of America Private Client Advisor Samuel (Sam) Miller
● OpenBank 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.
500 Newport Center Dr, Newport Beach, CA 92660, United States -
Edward Jones - Financial Advisor: Kristine S Hertin, AAMS™|CRPS™
● OpenEdward Jones - Financial Advisor: Kristine S Hertin, AAMS™|CRPS™ is a reputable financial institution located at 4701 Corporate Court in Bakersfield, California. Specializing in finance, this institution offers a range of services to help clients achieve their financial goals. Kristine S Hertin, a certified Accredited Asset Management Specialist (AAMS) and Chartered Retirement Plans Specialist (CRPS), provides expert advice and personalized solutions to meet each client's unique needs. With a commitment to excellence and a focus on building long-term relationships, this institution is dedicated to helping clients secure their financial future.
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Edward Jones - Financial Advisor: Elizabeth Varela
● OpenEdward Jones - Financial Advisor: Elizabeth Varela is a reputable finance institution located at 1620 Mill Rock Way in Bakersfield, California, United States. Elizabeth Varela is a dedicated and experienced financial advisor who helps clients achieve their financial goals through personalized investment strategies and expert financial planning services. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Elizabeth Varela is committed to providing top-notch financial advice and guidance. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Elizabeth Varela is the go-to institution for all your financial needs.
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John Rodgers - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJohn 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.
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Jason Cohen - UBS Financial Services Inc.
● OpenJason 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.
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Rick L. Scott - Financial Advisor, Ameriprise Financial Services, LLC
● OpenRick L. Scott is a financial advisor at Ameriprise Financial Services, LLC located at 5001 California Avenue in Bakersfield, California. With years of experience in the finance industry, Rick L. Scott provides personalized financial planning and investment advice to help clients achieve their financial goals. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Rick L. Scott can help you create a customized financial plan tailored to your specific needs. Contact Rick L. Scott at Ameriprise Financial Services, LLC today to start building a secure financial future.
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Edward Jones - Financial Advisor: Jeffrey Bell, CFP®|CPWA®|AAMS™
● OpenEdward Jones - Financial Advisor: Jeffrey Bell, CFP®|CPWA®|AAMS™ is a reputable finance institution located at 5201 California Avenue in Bakersfield, California, United States. With a team led by Jeffrey Bell, who holds certifications as a Certified Financial Planner (CFP®), Certified Private Wealth Advisor (CPWA®), and Accredited Asset Management Specialist (AAMS™), clients can expect expert financial advice and personalized wealth management services. Whether you are looking to plan for retirement, invest for the future, or manage your assets, Edward Jones - Financial Advisor: Jeffrey Bell, CFP®|CPWA®|AAMS™ is dedicated to helping you achieve your financial goals.
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Raymond James Financial Services
● OpenRaymond James Financial Services is a reputable finance institution located at 5201 California Avenue in Bakersfield, California, United States. With a strong presence in the financial industry, Raymond James offers a wide range of services to help individuals and businesses manage their finances effectively. Whether you are looking for investment advice, retirement planning, or wealth management services, the experienced professionals at Raymond James are dedicated to providing personalized solutions to meet your financial needs. Visit their office in Bakersfield to learn more about how they can help you achieve your financial goals.
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Brad Hannink - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenBrad Hannink is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 11001 River Run Boulevard in Bakersfield, California. With a focus on providing personalized financial planning and investment management services, Brad helps his clients achieve their financial goals and secure their future. As a trusted advisor, Brad offers expert guidance and tailored solutions to help individuals and families build and preserve their wealth. Whether you are planning for retirement, saving for college, or looking to grow your investments, Brad Hannink and Ameriprise Financial Services, LLC are here to help you navigate the complexities of the financial world with confidence and peace of mind.
11001 River Run Blvd Ste 100, Bakersfield, CA 93311, United StatesAdvertisements -
Wells Fargo Advisors
● OpenWells Fargo Advisors is a financial institution located at 5060 California Avenue in Bakersfield, California, United States. As a leading provider of financial services, Wells Fargo Advisors offers a wide range of investment and wealth management solutions to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, Wells Fargo Advisors is committed to providing personalized advice and guidance to help clients make informed decisions about their finances. Whether you are planning for retirement, saving for your children's education, or investing for the future, Wells Fargo Advisors is dedicated to helping you navigate the complexities of the financial world with confidence.
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Tim Werdel - Financial Advisor, Ameriprise Financial Services, LLC
● OpenTim Werdel - Financial Advisor, Ameriprise Financial Services, LLC, is a trusted finance institution located at 1620 Mill Rock Way in Bakersfield, California. With a focus on providing personalized financial planning and investment services, Tim Werdel and his team strive to help clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Tim Werdel - Financial Advisor, Ameriprise Financial Services, LLC, is dedicated to providing expert guidance and support every step of the way. Contact them today to start your journey towards financial success.
1620 Mill Rock Way STE 200, Bakersfield, CA 93311, United States -
Lance Mackall - Financial Advisor, Ameriprise Financial Services, LLC
● OpenLance Mackall, a financial advisor at Ameriprise Financial Services, LLC, is dedicated to helping clients in Bakersfield, California achieve their financial goals. With a focus on personalized financial planning and investment strategies, Lance Mackall provides expert guidance to individuals and families looking to secure their financial future. Located at 5001 California Avenue, Lance Mackall's office offers a welcoming and professional environment for clients to discuss their financial needs and develop a customized plan for success. Trust Lance Mackall and Ameriprise Financial Services, LLC to provide top-notch financial advice and support in Bakersfield, California.
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Edward Jones - Financial Advisor
● OpenEdward Jones - Financial Advisor is a reputable finance institution located at 901 Tower Way in Bakersfield, California, United States. With a focus on personalized financial planning and investment strategies, their team of experienced advisors is dedicated to helping clients achieve their financial goals. Whether you are saving for retirement, planning for your child's education, or looking to grow your wealth, Edward Jones provides tailored solutions to meet your individual needs. Trustworthy and reliable, Edward Jones is committed to providing top-notch financial advice and guidance to help you secure a stable financial future.
901 Tower Way #301, Bakersfield, CA 93309, United States -
Hannink, Tanuwijaya & Martinez - Ameriprise Financial Services, LLC
● OpenHannink, Tanuwijaya & Martinez - Ameriprise Financial Services, LLC is a finance institution located at 11001 River Run Boulevard in Bakersfield, California, United States. With a team of experienced financial advisors, they offer a wide range of services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, the professionals at Hannink, Tanuwijaya & Martinez are dedicated to providing personalized solutions tailored to your specific needs. Trustworthy and reliable, they strive to help clients navigate the complexities of the financial world with confidence and peace of mind.
11001 River Run Blvd Ste 100, Bakersfield, CA 93311, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a reputable finance institution located at 1601 New Stine Road in Bakersfield, California. With a strong presence in the United States, Raymond James offers a wide range of financial services to individuals and businesses. Their team of experienced financial advisors provide personalized investment strategies and wealth management solutions to help clients achieve their financial goals. Known for their commitment to excellence and integrity, Raymond James Financial Services is a trusted partner for all your financial needs.
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Leonard Penner - BancWest Investment Services Financial Advisor
● OpenLeonard Penner - BancWest Investment Services Financial Advisor is a leading finance institution located at 5201 California Avenue in Bakersfield, California. As a trusted financial advisor, Leonard Penner provides expert guidance and personalized financial solutions to help clients achieve their investment goals. With a strong focus on customer service and a commitment to excellence, Leonard Penner - BancWest Investment Services is dedicated to helping clients navigate the complexities of the financial market and make informed decisions for their financial future.
5201 California Ave, Bakersfield, CA 93309, United States -
Rick Yanez - Financial Advisor, Ameriprise Financial Services, LLC
● OpenRick Yanez - Financial Advisor at Ameriprise Financial Services, LLC is a trusted financial institution located at 5001 California Avenue in Bakersfield, California. With a focus on providing personalized financial advice and services, Rick Yanez helps clients navigate their financial goals and plan for a secure future. Whether you are looking to invest, save for retirement, or manage your wealth, Rick Yanez and his team are dedicated to helping you achieve financial success. Contact them today to schedule a consultation and take the first step towards financial security.
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Edward Jones - Financial Advisor: Ollie Mulligan
● OpenEdward Jones - Financial Advisor: Ollie Mulligan is a trusted financial institution located at 1100 Mohawk Street in Bakersfield, California. As a dedicated financial advisor, Ollie Mulligan provides personalized investment strategies and guidance to help clients achieve their financial goals. With a focus on building long-term relationships, Edward Jones offers a wide range of financial services including retirement planning, wealth management, and education savings. Whether you are planning for the future or looking to grow your investments, Edward Jones - Financial Advisor: Ollie Mulligan is committed to providing expert advice and exceptional service to clients in the Bakersfield area.
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Merrill Lynch Financial Advisor Bradford L McNaughton
● OpenMerrill 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.
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Merrill Lynch Financial Advisor Blake Goehring
● OpenMerrill Lynch Financial Advisor Blake Goehring, located at 5080 California Avenue, Suite 102, Bakersfield, California, United States, is a finance institution dedicated to managing your wealth with a personalized approach. By understanding your financial goals and priorities, Blake Goehring can create a flexible strategy tailored to today's market conditions. With access to investment insights from Merrill and banking solutions from Bank of America, he can help you pursue your financial objectives through personalized wealth management strategies. Blake Goehring follows the Merrill tradition of community involvement, volunteering with local organizations to give back. Through the Merrill Personal Wealth Analysis™, a personalized plan can be built centered around your goals and aspirations. By engaging in conversations and understanding your unique investment preferences, Blake Goehring can help customize a financial approach to suit your needs.
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