TOP 30 Financial planning california in Bakersfield, California

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Antonio Carlos Beccari is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 1620 Mill Rock Way in Bakersfield, California. With a focus on providing personalized financial planning and investment strategies, Antonio Carlos Beccari helps clients achieve their financial goals and secure their financial future. With a commitment to excellence and a dedication to client satisfaction, Antonio Carlos Beccari is a trusted advisor in the finance industry.

Hannink, 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.

Sturm Financial is a reputable finance institution located at 5401 Business Park South in Bakersfield, California, United States. With a strong focus on providing personalized financial solutions to individuals and businesses, Sturm Financial offers a wide range of services including investment management, wealth planning, and retirement planning. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit Sturm Financial today to learn more about their comprehensive financial services.

Selfridge Financial Design is a reputable finance institution located at 4900 California Avenue in Bakersfield, California. Our team of experienced financial experts is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking to invest, plan for retirement, or secure a loan, we are here to guide you every step of the way. Trust Selfridge Financial Design to help you design a secure financial future.

Merrill Lynch Financial Advisor Brian Self is a reputable finance institution located at 5080 California Avenue in Bakersfield, California, United States. As a trusted financial advisor, Brian Self provides personalized financial planning and investment solutions to help clients achieve their financial goals. With a strong background in finance and a commitment to client satisfaction, Merrill Lynch Financial Advisor Brian Self is dedicated to providing expert guidance and support to individuals and businesses seeking to secure their financial future.

Rick 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.

Edward 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.

Merrill 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.

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.

Consumer Financial Assistance & Education is a finance institution located at 5555 Business Park South in Bakersfield, California, United States. Our mission is to provide guidance and support to individuals seeking help with managing their finances. Our team of experts offers assistance with budgeting, debt management, credit repair, and financial planning. We are dedicated to empowering consumers with the knowledge and tools they need to make informed decisions about their money. Whether you are looking to improve your credit score, reduce your debt, or save for the future, our institution is here to help you achieve your financial goals.

Edward Jones - Financial Advisor: Crystal M Zazueta is a leading finance institution located at 7906 Downing Avenue in Bakersfield, California, United States. Crystal M Zazueta is dedicated to providing personalized financial planning and investment services to individuals, families, and businesses. With a focus on building long-term relationships and helping clients achieve their financial goals, Edward Jones - Financial Advisor: Crystal M Zazueta is committed to providing expert guidance and tailored solutions to meet the unique needs of each client. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Crystal M Zazueta and her team are here to help you navigate the complexities of the financial world and secure your financial future.

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.

Ram Martinez - Financial Advisor, Ameriprise Financial Services, LLC, located at 11001 River Run Boulevard in Bakersfield, California, is a finance institution that offers a range of services to help clients achieve their financial goals. With background and qualification information available on FINRA's BrokerCheck website, clients can trust in Ram Martinez's expertise. The institution provides a Client Relationship Summary Disclosure to give clients insight into the current market trends and potential investment opportunities. Risk tolerance is a key factor in determining the most suitable investment strategy for each client, and Ram Martinez can help assess this important aspect. By conducting securities business only with residents of properly registered states, Ameriprise Financial ensures compliance with regulations. Clients can expect a comprehensive overview of financial planning concepts during the initial consultation. While future financial results cannot be guaranteed, clients can trust in the expertise and dedication of Ram Martinez and the team at Ameriprise Financial. With a focus on privacy and security, clients can rest assured that their financial information is in safe hands. Whether referring friends or family members, clients can be confident that Ram Martinez will provide the same level of personalized service and attention to detail. With a commitment to helping clients achieve their financial goals, Ameriprise Financial Services, LLC is a trusted partner in financial planning.

Atlas Financial Solutions Bakersfield Bookkeeping & Taxes is a trusted institution located at 1620 Mill Rock Way in Bakersfield, California, United States. Specializing in accounting and finance, we are dedicated to helping small businesses start, manage, and grow their dreams. Our team is committed to handling all your financial needs so you can focus on what you are truly passionate about - your business! Struggling to keep up with the ever-changing tax and business regulations? Need assistance managing and organizing the financial tasks of your business? Hiring your first employee and not sure where to start? Let Atlas Financial Solutions be your guide. Our name, inspired by the mythological figure Atlas, symbolizes our mission to provide financial solutions that will lift the burden off your shoulders and pave the way to your dreams. Let us be your trusted partner in navigating the complexities of financial management.

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.

Abir M Pulskamp - State Farm Insurance Agent is a trusted insurance agency located at 1100 Mohawk Street in Bakersfield, California. Our team goes above and beyond to understand your insurance and financial goals, offering a range of products including home, auto, life, and commercial insurance. With prestigious qualifications and a commitment to excellence, we are dedicated to providing top-notch service to our clients. Located near Charles Schwab on the corner of Truxtun Ext. & Mohawk Street, we are always available with our Good Neighbor Service 24/7 to assist you with any insurance needs. Our team is made up of caring and professional individuals who are ready to help you manage the risks of everyday life, support you during unexpected circumstances, and help you achieve your dreams.

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 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 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 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.

Kathy Herm - State Farm Insurance Agent is a trusted insurance agency located at 6515 Panama Lane in Bakersfield, California. They offer a range of insurance services to help protect you and your assets. Whether you need auto, home, life, or motorcycle insurance, Kathy Herm and her team are here to help. In addition to insurance services, Kathy Herm - State Farm Insurance Agent also provides valuable information on topics such as credit building, motorcycle safety, and the dangers of drunk driving. Their goal is to help you make informed decisions that will keep you safe and protected.

Hope Stitt - State Farm Insurance Agent is an insurance agency located at 5301 Office Park Drive in Bakersfield, California. Our mission is to bring value to your insurance experience by providing competitive Workers Compensation and Business Liability Insurance. We offer a money market savings account with higher interest rates and checking benefits. Our team is committed to helping you manage the risks of everyday life, recover from the unexpected, and realize your dreams. We provide remarkable customer service and a variety of insurance products and services to the Bakersfield community. If you have any questions or need assistance, please call us at (661) 835-8960. Remember to protect your sensitive personal information and consult a tax or legal advisor for personalized advice.

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 - Ron Walsh is a trusted insurance agency located at 2409 Calloway Drive in Bakersfield, California, United States. As your local Farmers® agent, Ron Walsh helps customers identify the insurance coverage that best fits their needs. Whether you are looking for auto, home, renters, business insurance, and more, Ron is here to provide straightforward and personalized assistance to make you smarter about insurance. With over 80 years of experience, Farmers Insurance has a proven track record of providing reliable coverage in the event of disasters such as fires or other covered causes of loss. Ron can help you understand your coverage options, including comprehensive coverage, collision coverage, deductibles, and more. Contact Ron Walsh today for a consultation and to explore insurance discounts that can help you save money. Whether you are a homeowner, renter, small business owner, or condo owner, Ron can tailor an insurance package to meet your unique needs and reduce your risk. Additionally, Ron can help you create a solid financial plan to secure your future. For added protection above and beyond your existing policies, consider a Personal Umbrella insurance policy. Contact Ron Walsh at Farmers Insurance for expert guidance and personalized service.

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 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 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.

Imagine Insurance Services is a reputable health insurance agency located at 4664 American Avenue in Bakersfield, California. Our team of experienced professionals is dedicated to helping individuals and families find the perfect insurance coverage to meet their needs. Whether you are looking for health insurance for yourself or your employees, we are here to provide personalized service and find the best options for you. Contact us today to learn more about our services and how we can help you protect your health and financial well-being.

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, 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!