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TOP 30 Financial planning and management in Bakersfield, CA
60 results found
Search for local businesses, places and services near you
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!
Legacy Partners Services Inc.
Legacy Partners Services Inc. is a reputable finance institution located at 4903 Calloway Drive in Bakersfield, California. With a strong focus on providing top-notch financial services, Legacy Partners Services Inc. is dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced professionals offers a wide range of financial solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Legacy Partners Services Inc. is committed to providing expert guidance and support every step of the way. Trustworthy, reliable, and customer-focused, Legacy Partners Services Inc. is the go-to institution for all your financial needs in Bakersfield, California.
Federated Loan Services
Federated Loan Services is a trusted finance institution located at 200 New Stine Road in Bakersfield, California, United States. We specialize in providing a wide range of loan services to help individuals and businesses achieve their financial goals. Our experienced team of professionals is committed to providing personalized solutions and exceptional customer service. Whether you need a personal loan, business loan, or mortgage, Federated Loan Services is here to help you every step of the way. Visit us today to learn more about our competitive rates and flexible repayment options.
Charles Schwab
Charles Schwab is a well-known financial institution located at 5555 Truxtun Avenue in Bakersfield, California. As a leading finance company, Charles Schwab offers a wide range of financial services including investment management, retirement planning, and wealth management. With a reputation for excellent customer service and expert financial advice, Charles Schwab is a trusted partner for individuals and businesses looking to achieve their financial goals. Whether you are a seasoned investor or just starting out, Charles Schwab has the expertise and resources to help you navigate the complex world of finance. Visit their Bakersfield location to learn more about how Charles Schwab can help you secure your financial future.
Charpentier Wealth Strategies
Charpentier Wealth Strategies is a finance institution located at 5001 California Avenue in Bakersfield, California, United States. Our team of experienced financial advisors is dedicated to helping individuals and families achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a brighter financial future.
Entruity Wealth
Entruity Wealth is a premier financial institution located at 11601 Bolthouse Drive in Bakersfield, California. As a leading provider of wealth management services, Entruity Wealth offers personalized financial solutions to help individuals and families achieve their financial goals. With a team of experienced and knowledgeable advisors, clients can expect expert guidance and tailored investment strategies to secure their financial future. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Entruity Wealth is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Pacific Advisors
Pacific Advisors is a leading finance institution located at 5401 Business Park South in Bakersfield, California, United States. With a strong commitment to providing personalized financial solutions, Pacific Advisors offers a wide range of services including investment management, retirement planning, insurance, and wealth management. Our team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Contact us today to learn more about how Pacific Advisors can help you navigate the complexities of the financial world.
David Westerfeld - Stifel
David Westerfeld - Stifel is a reputable finance institution located at 5060 California Avenue in Bakersfield, California, United States. Specializing in financial services, the institution offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. With a team of experienced professionals, David Westerfeld - Stifel is dedicated to providing personalized and tailored financial advice to individuals and businesses alike. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, David Westerfeld - Stifel is committed to helping you secure a stable financial future.
Woodward Diversified Capital
Woodward Diversified Capital is a leading finance institution located at 5401 Business Park South in Bakersfield, California, United States. With a strong reputation for providing innovative financial solutions, Woodward Diversified Capital offers a wide range of services to meet the diverse needs of their clients. Whether you are looking for investment opportunities, asset management, or financial planning, their team of experts is dedicated to helping you achieve your financial goals. Trust Woodward Diversified Capital to provide you with personalized and professional financial services that will help you secure a prosperous future.
A Business Accounting Solution, Inc.
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.
Fanucchi & Marsh CPA's
Fanucchi & Marsh CPA's is a reputable accounting and finance institution located at 9720 Brimhall Road in Bakersfield, California. With a team of experienced certified public accountants, they provide a wide range of financial services to individuals and businesses. From tax preparation and planning to auditing and consulting, Fanucchi & Marsh CPA's is dedicated to helping their clients achieve financial success. Their personalized approach and attention to detail set them apart as a trusted partner in managing finances effectively.
Bank of America Private Client Advisor Samuel (Sam) Miller
Bank 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.
Miguel Garcia
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.
Payne Lockard Kreizenbeck Group - Morgan Stanley
The 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.
Wells Fargo Advisors
Wells 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.
Dan Bertolucci - Morgan Stanley
Dan 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.
Stifel
Stifel 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.
H&R Block
H&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.
Williams Group CPA
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.
Hardaway Axume Weir CPAs, LLP
Hardaway 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.
Marsh Co Income Tax
Marsh 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.
Jan Smith Skinner & Associates
Jan 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.
Geoffrey B King, CPA: Barbich Hooper King Dill Hoffman, LLP
Geoffrey 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.
Brown Armstrong
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.
E FILE ADVANTAGE
E File Advantage is a reputable accounting and finance institution located at 4900 California Avenue in Bakersfield, California, United States. With a team of experienced professionals, we offer a wide range of services to help individuals and businesses manage their financial affairs efficiently. Our services include tax preparation, bookkeeping, financial planning, and more. Whether you are looking for assistance with your personal finances or need help with your business accounting, E File Advantage is here to help you achieve your financial goals. Contact us today to learn more about how we can assist you with your financial needs.
Debra Beckner
Debra Beckner is a reputable accounting and finance institution located at 5610 District Boulevard in Bakersfield, California, United States. With a team of experienced professionals, Debra Beckner offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Clients can trust in the expertise and dedication of the staff at Debra Beckner to help them navigate the complexities of managing their finances and achieving their financial goals.
Boutain Dana
Boutain Dana is a renowned institution specializing in accounting and finance, located at 300 East Esplanade Drive in Oxnard, California, United States. Led by Managing Director Dana, who has over 30 years of experience in the industry, the institution offers a wide range of services including complex tax planning, transaction structuring, multistate filing, and taxation for international operations. Dana is dedicated to helping clients reduce their tax liabilities and meet reporting requirements, while also providing attest services such as compilations and reviews of financial statements. With a focus on clients in construction, manufacturing, and real estate industries, Dana and her team at Boutain Dana are committed to delivering top-notch services tailored to individual needs. Dana holds a Bachelor of Science degree in Business Administration from California State University, Bakersfield, and a Master of Science in Taxation from Golden Gate University.
A1 Express Multiservices
A1 Express Multiservices is a leading accounting and finance institution located at 5405 Stockdale Highway in Bakersfield, California. Our team of experienced professionals provides a wide range of financial services including tax preparation, bookkeeping, payroll processing, and financial planning. We are committed to helping our clients achieve their financial goals and navigate the complexities of the financial world with ease. Visit us today to experience our top-notch services and personalized approach to financial management.
Community West Bank
Welcome to Community West Bank, located at 1463 South Victoria Avenue, Ventura, California. As a trusted financial partner, we are committed to building strong relationships with our clients through personalized banking experiences. Our philosophy, "Relationship Banking starts with a conversation," reflects our dedication to understanding your unique financial needs and helping you achieve your goals. Our comfortable Banking Centers are designed to provide a welcoming environment where you can discuss your financial aspirations and explore the diverse range of services we offer. Whether you are managing personal finances or running a business, we are here to provide expert advice and thoughtful solutions to help you stay ahead.
Accountant Partners Small Business Accountant - Long Beach Location
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.
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