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TOP 30 Financial life planning in Bakersfield, CA
25 results found
A convenient service for searching for businesses, places and services
AAA Bakersfield Insurance and Member Services
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
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.
New York Life
New York Life is an insurance agency located at 5301 Office Park Drive, Bakersfield, California, United States. They offer permanent policies with guaranteed death benefits and cash value growth over time, as well as long-term coverage that can be customized to fit your needs and budget. Their policies also allow you to invest your cash value in the market, provide income for everyday tasks or lost income due to sickness or injury, and offer professionally managed investments with market potential. Their diverse range of products and solutions cater to individuals, families, small businesses, and more, with a focus on financial security and peace of mind. With over 12,000 agents nationwide, New York Life has been in business since 1845, upholding values of diversity, responsibility, and service. They are committed to giving back to communities through charitable initiatives and volunteer efforts, making a positive impact on society. Whether you're just starting to plan for your financial future or need help with a complex situation, New York Life's agents can provide expert guidance and personalized solutions to meet your needs.
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!
Lauro Braganza - Prudential Financial
Lauro 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.
Creations Financial and Insurance Services, Inc.
Creations 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.
Hendra Tanuwijaya - Private Wealth Advisor, Ameriprise Financial Services, LLC
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.
John Rodgers - Financial Advisor, Ameriprise Financial Services, LLC
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.
Merrill Lynch Financial Advisor Blake Goehring
Merrill 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.
Principal Financial Group
Principal Financial Group, located at 4900 California Avenue in Bakersfield, California, is a finance and insurance agency dedicated to helping individuals, businesses, and employees secure their financial futures. As part of the nationwide affiliated group of financial professionals, we offer a team approach to provide a range of services to our clients. Our licensed professionals can assist with insurance products, life insurance, annuities, securities, and investment advisory services. If you are looking for an opportunity to make a difference in the community while maintaining freedom and flexibility in your work, we invite you to join our team. Contact us today to learn more about how we can work together to protect what matters most to you.
Farmers Insurance - Marcy Parmley
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
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
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
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
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
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 - Johnathan Cartier
Farmers Insurance - Johnathan Cartier is a local insurance agency located at 4300 Stine Road in Bakersfield, California, United States. As a Farmers® agent, Johnathan Cartier helps customers identify the insurance coverage that best fits their needs. Whether you need auto, home, renters, business insurance, or more, Johnathan is there to help you understand your options and make informed decisions. With over 80 years of experience, Farmers® is a reliable choice for protecting your assets in case of unforeseen events. Contact Johnathan Cartier today for personalized assistance and to learn about insurance discounts that can help you save money. Whether you need Car insurance, Home insurance, Life insurance, Renters insurance, Business insurance, or Condo insurance, Johnathan Cartier has you covered. Additionally, Farmers Financial Solutions, LLC, offers financial planning services to help you achieve your long-term goals. Contact Johnathan Cartier at the provided address or phone number to schedule an appointment and secure your future.
Farmers Insurance - Yadira Perez
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
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.
Dennis Stitt - State Farm Insurance Agent
Dennis Stitt - State Farm Insurance Agent is a well-established insurance agency located at 5301 Office Park Drive in Bakersfield, California, United States. Dennis, a Marine Corps veteran with 30 years of experience with State Farm, is dedicated to providing excellent service to his clients. From auto insurance quotes to retirement planning and home financing, Dennis is committed to helping you achieve great value with State Farm. In addition to insurance services, Dennis Stitt's agency offers valuable resources on important topics such as drunk driving prevention, handling the loss of a loved one, and making informed financial decisions. The agency is passionate about making a positive impact on the community and is always looking for motivated individuals to join their team.
Tom Smethurst - State Farm Insurance Agent
Tom Smethurst - State Farm Insurance Agent is a reputable insurance agency located at 13061 Rosedale Highway in Bakersfield, California, United States. With over 35 years of experience, Tom Smethurst is dedicated to providing top-notch insurance services to his clients. As a State Farm Agent since 1985, Tom has received numerous awards and accolades for his outstanding service. At Tom Smethurst - State Farm Insurance Agent, customers can expect personalized assistance with all their insurance needs. Whether you need auto, home, life, or pet insurance, Tom and his team of experienced staff associates are here to help. They have a combined 100 years of experience in the insurance industry and are committed to helping clients make informed decisions about their insurance coverage.
Freedom 2 Retire
Freedom 2 Retire is a trusted finance and insurance agency located at 1601 New Stine Road in Bakersfield, California. Our institution specializes in helping individuals plan for a secure and comfortable retirement. We offer a range of services and products to help our clients achieve their financial goals and enjoy peace of mind in their golden years. With our expert guidance and personalized approach, we strive to empower our clients to retire with confidence and freedom. Contact us today to learn more about how we can help you secure your financial future.
Rosie Schweer - State Farm Insurance Agent
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.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 5080 California Avenue in Bakersfield, California, is a premier finance institution dedicated to helping individuals, families, business owners, executives, and institutions navigate the complexities of wealth planning. Our experienced advisors offer tailored financial strategies, retirement income planning, guidance on investments, and access to estate planning services. We prioritize client service and satisfaction, working closely with you to understand your goals and create personalized financial strategies. As part of the community, we are committed to giving back through volunteerism and charitable outreach. With access to Merrill's resources and industry insights, our advisors are equipped to help you pursue your financial and life goals. Whether you are just starting out in your career or looking to expand your financial expertise, Merrill offers professional training, mentoring, and technology to support your growth. Let us work together to help you achieve your goals and secure your financial future.
Merrill Lynch Wealth Management Advisor Bradford L McNaughto
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.
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