Financial goals planning in Bakersfield, CA
107 results found
Search for local businesses, places and services near you
- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- Italy
- Poland
- France
- Germany
-
Wayne Long & Co
● OpenWayne Long & Co is a reputable accounting and finance institution located at 1502 Mill Rock Way in Bakersfield, California, United States. With a team of experienced professionals, Wayne Long & Co offers a wide range of financial services including tax preparation, bookkeeping, financial planning, and more. Clients can trust Wayne Long & Co to provide expert advice and personalized solutions to help them achieve their financial goals.
1502 Mill Rock Way STE 200, Bakersfield, CA 93311, United States -
John D. Duffield CPA/MST
● OpenJohn D. Duffield CPA/MST is a reputable accounting and finance institution located at 3850 Riverlakes Drive in Bakersfield, California, United States. With a team of experienced and knowledgeable professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking for personal financial guidance or a business in need of accounting expertise, John D. Duffield CPA/MST is dedicated to providing top-notch services tailored to meet your specific needs. Contact them today to schedule a consultation and take the first step towards achieving your financial goals.
3850 Riverlakes Dr Suite E, Bakersfield, CA 93312, United States -
Merrill Lynch Wealth Management Advisor Bradford L McNaughto
● OpenMerrill 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.
5080 California Ave Suite 102, Bakersfield, CA 93309, United States -
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 -
Miguel Garcia
● OpenMiguel 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.
11420 Ming Ave #530, Bakersfield, CA 93311, United States -
Payne Lockard Kreizenbeck Group - Morgan Stanley
● OpenThe Payne Lockard Kreizenbeck Group at Morgan Stanley is a leading financial institution located at 9100 Ming Avenue in Bakersfield, California. With a team of experienced professionals, they offer a wide range of financial services to help clients achieve their goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your wealth, the experts at Payne Lockard Kreizenbeck Group are dedicated to providing personalized solutions tailored to your individual needs. Trust in their expertise and experience to navigate the complexities of the financial world and help you make informed decisions for a secure financial future.
9100 Ming Ave Suite 205, Bakersfield, CA 93311, United States -
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.
5060 California Ave, Bakersfield, CA 93309, United States -
Barnes Wealth Management: O'Donnell Dani M
● OpenBarnes Wealth Management: O'Donnell Dani M is a reputable finance institution located at 5060 California Avenue in Bakersfield, California, United States. With a focus on providing personalized financial planning and wealth management services, the institution is dedicated to helping individuals and families achieve their financial goals. Led by experienced professionals, Barnes Wealth Management offers a range of services tailored to meet the unique needs of each client, including investment management, retirement planning, and estate planning. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Barnes Wealth Management: O'Donnell Dani M is committed to guiding you towards financial success.
5060 California Ave Ste 600, Bakersfield, CA 93309, United States -
Dan Bertolucci - Morgan Stanley
● OpenDan Bertolucci - Morgan Stanley is a finance institution located at 9100 Ming Avenue in Bakersfield, California, United States. As a branch of the renowned investment firm Morgan Stanley, they offer a wide range of financial services to help clients manage and grow their wealth. With a team of experienced financial advisors led by Dan Bertolucci, they provide personalized investment strategies tailored to each client's unique goals and risk tolerance. Whether you are looking to plan for retirement, invest in the stock market, or secure your financial future, Dan Bertolucci - Morgan Stanley is dedicated to helping you achieve your financial aspirations.
9100 Ming Ave Suite 205, Bakersfield, CA 93311, United States -
X Advisors
● ClosedX Advisors is a leading financial consulting firm located at 5401 Business Park South in Bakersfield, California. Our team of experienced advisors provides personalized financial planning services to help individuals and businesses achieve their financial goals. Whether you are looking to invest, save for retirement, or plan for your children's education, our experts are here to guide you every step of the way. Trust X Advisors to provide you with expert advice and tailored solutions to secure your financial future.
5401 Business Park S STE 105, Bakersfield, CA 93309, United States -
Stifel
● ClosedStifel is a finance institution located at 5060 California Avenue in Bakersfield, California. With a strong presence in the United States, Stifel provides a wide range of financial services to individuals, businesses, and organizations. Their team of experienced professionals offers personalized solutions to help clients achieve their financial goals and navigate the complexities of the financial world. Whether you are looking for investment advice, wealth management, or financial planning, Stifel is dedicated to providing top-notch service and expertise to help you succeed.
5060 California Ave #1140, Bakersfield, CA 93309, United States -
Karamjeet Kaur
● OpenKaramjeet Kaur is a reputable finance institution located at 4900 California Avenue in Bakersfield, California, United States. With a focus on providing expert financial services, Karamjeet Kaur offers a range of solutions to meet the diverse needs of their clients. Whether you are looking for investment advice, financial planning, or assistance with loans and mortgages, the dedicated team at Karamjeet Kaur is committed to helping you achieve your financial goals. Visit their office today to learn more about how they can help you secure your financial future.
4900 California Ave Tower B, Suite 210, Bakersfield, CA 93309, United States -
H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 4703 Stockdale Highway in Bakersfield, California, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual looking for help with your personal finances or a business in need of accounting assistance, H&R Block is dedicated to providing expert guidance and support to help you achieve your financial goals.
4703 Stockdale Hwy, Bakersfield, CA 93309, United States -
H&R Block
● ClosedH&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.
8040 White Ln Ste 1A, Bakersfield, CA 93309, United States -
H&R Block
● ClosedH&R Block is a well-known accounting and finance institution located at 2701 Calloway Drive in Bakersfield, California, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual or a business owner, H&R Block is dedicated to providing expert guidance and support to help you achieve your financial goals. Visit their office today to learn more about how they can assist you with your accounting and finance needs.
2701 Calloway Dr Ste 416 Ste 110P, Bakersfield, CA 93312, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 1215 Olive Drive in Bakersfield, California, United States. With a strong reputation for providing expert tax preparation services and financial guidance, H&R Block is a trusted partner for individuals and businesses looking to manage their finances effectively. Whether you need assistance with tax filing, financial planning, or bookkeeping, the professionals at H&R Block are dedicated to helping you achieve your financial goals. Visit their office in Bakersfield today to experience their top-notch services firsthand.
1215 Olive Dr Ste A, Bakersfield, CA 93308, United States -
Gray Brenda J CPA
● OpenGray Brenda J CPA is a reputable accounting and finance institution located at 6501 Schirra Court in Bakersfield, California, United States. With years of experience in the industry, they offer professional services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or bookkeeping, Gray Brenda J CPA is dedicated to providing top-notch services to help you achieve your financial goals. Contact them today to schedule a consultation and see how they can assist you with your accounting and finance needs.
6501 Schirra Ct #21677, Bakersfield, CA 93313, United States -
Williams Group CPA
● ClosedWilliams 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.
3559 Allen Rd Suite 107, Bakersfield, CA 93314, United States -
Daniells Phillips Vaughan & Bock
● OpenDaniells Phillips Vaughan & Bock is a reputable accounting and finance institution located at 300 New Stine Road in Bakersfield, California, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, consulting, and financial planning. Their commitment to excellence and personalized approach to client service sets them apart in the industry. Whether you are a small business owner or an individual looking for financial guidance, Daniells Phillips Vaughan & Bock is dedicated to helping you achieve your financial goals.
300 New Stine Rd, Bakersfield, CA 93309, United States -
Jay Gritzner CPA
● OpenJay Gritzner CPA is a reputable accounting and finance institution located at 4949 Buckley Way in Bakersfield, California, United States. With years of experience and expertise in the field, they provide top-notch services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or bookkeeping, their team of skilled professionals is dedicated to helping you achieve your financial goals. Trust Jay Gritzner CPA for all your accounting and finance needs.
4949 Buckley Way # 106, Bakersfield, CA 93309, United States -
Hardaway Axume Weir CPAs, LLP
● ClosedHardaway Axume Weir CPAs, LLP is a reputable accounting and finance institution located at 5001 California Avenue in Bakersfield, California, United States. With a team of experienced professionals, they offer a wide range of services to help individuals and businesses manage their finances effectively. Whether you need help with tax preparation, auditing, or financial planning, Hardaway Axume Weir CPAs, LLP is dedicated to providing top-notch services to meet your needs. Trustworthy and reliable, this institution is committed to helping clients achieve their financial goals.
5001 California Ave # 121, Bakersfield, CA 93309, United States -
Weir & Associates
● OpenWeir & Associates is a reputable accounting and finance institution located at 5001 California Avenue in Bakersfield, California, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Weir & Associates is dedicated to helping their clients achieve their financial goals. Contact them today to learn more about how they can assist you with your financial needs.
5001 California Ave #102, Bakersfield, CA 93309, United States -
David Ivarie - Morgan Stanley
● OpenDavid Ivarie - Morgan Stanley is a reputable finance institution located at 9100 Ming Avenue in Bakersfield, California, United States. With a strong focus on providing personalized financial services and investment solutions, our team of professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, David Ivarie - Morgan Stanley is here to offer expert guidance and support. Trust in our experience and expertise to help you secure a brighter financial future.
9100 Ming Ave Suite 205, Bakersfield, CA 93311, United States -
Douglas G Payne - Morgan Stanley
● OpenDouglas G Payne - Morgan Stanley is a renowned finance institution located at 9100 Ming Avenue in Bakersfield, California, United States. With a strong reputation in the financial industry, Douglas G Payne - Morgan Stanley offers a wide range of financial services to help clients achieve their investment goals. Their team of experienced professionals provides personalized advice and guidance to ensure that each client receives tailored solutions that meet their unique needs. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Douglas G Payne - Morgan Stanley is committed to helping you achieve financial success.
9100 Ming Ave Suite 205, Bakersfield, CA 93311, United States -
Wren Kelly CPAs LLP
● OpenWren Kelly CPAs LLP is a reputable accounting and finance institution located at 10000 Stockdale Highway in Bakersfield, California, United States. With a team of experienced and knowledgeable professionals, they provide a wide range of accounting services to individuals and businesses. From tax preparation and financial planning to audit and consulting services, Wren Kelly CPAs LLP is committed to helping their clients achieve their financial goals. Whether you are looking for assistance with bookkeeping or need help navigating complex tax laws, you can trust Wren Kelly CPAs LLP to provide you with expert guidance and support.
10000 Stockdale Hwy # 150, Bakersfield, CA 93311, United States -
Marsh Co Income Tax
● ClosedMarsh Co Income Tax is a reputable accounting and finance institution located at 9720 Brimhall Road in Bakersfield, California. Specializing in income tax services, they provide expert guidance and assistance to individuals and businesses in managing their tax obligations. With a team of experienced professionals, Marsh Co Income Tax offers personalized solutions to ensure clients meet their financial goals and maximize their tax savings. Whether you need assistance with tax planning, preparation, or filing, you can rely on Marsh Co Income Tax for reliable and efficient service. Contact them today to schedule a consultation and take control of your finances.
9720 Brimhall Rd, Bakersfield, CA 93312, United States -
Tax Advantages
● ClosedTax Advantages is a leading accounting and finance institution located at 5500 Ming Avenue in Bakersfield, California, United States. Our team of experts specializes in maximizing tax benefits and providing strategic financial planning services for individuals and businesses. With our in-depth knowledge of tax laws and regulations, we help our clients navigate complex financial situations to ensure they receive the maximum tax advantages available to them. Whether you are looking to reduce your tax liability or optimize your financial investments, Tax Advantages is here to help you achieve your goals. Contact us today to schedule a consultation and start maximizing your tax advantages.
5500 Ming Ave Suite 254, Bakersfield, CA 93309, United States -
Taxes Plus More
● ClosedTaxes Plus More is a trusted accounting and finance institution located at 6721 White Lane in Bakersfield, California. With a team of experienced professionals, we provide a wide range of services including tax preparation, bookkeeping, financial planning, and more. Our goal is to help individuals and businesses navigate the complex world of finances with ease and confidence. Whether you need help with tax filing or want to improve your financial strategy, Taxes Plus More is here to assist you every step of the way. Visit us today to learn more about how we can help you achieve your financial goals.
6721 White Ln, Bakersfield, CA 93309, United States -
Jan Smith Skinner & Associates
● OpenJan Smith Skinner & Associates is a reputable accounting and finance institution located at 5000 California Avenue in Bakersfield, California, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, financial planning, and more. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Whether you need help with managing your finances or navigating complex tax laws, Jan Smith Skinner & Associates is dedicated to helping you achieve your financial goals.
5000 California Ave # 206, Bakersfield, CA 93309, United States -
Geoffrey B King, CPA: Barbich Hooper King Dill Hoffman, LLP
● OpenGeoffrey B King, CPA: Barbich Hooper King Dill Hoffman, LLP is a reputable accounting and finance institution located at 5001 East Commercenter Drive in Bakersfield, California, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, consulting, and more. Clients can trust in their expertise and dedication to helping individuals and businesses achieve their financial goals.
5001 E Commercenter Dr STE 350, Bakersfield, CA 93309, United States
List of local businesses, places and services in California
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos