Financial planning for future in Bakersfield, CA
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Paul Sheldon Insurance & Benefits Planning
● ClosedPaul 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.
5373 Truxtun Ave, Bakersfield, CA 93309, United States -
Lauro Braganza - Prudential Financial
● OpenLauro Braganza - Prudential Financial is a reputable finance and insurance agency located at 5401 Business Park South in Bakersfield, California, United States. With a focus on providing top-notch financial services and insurance solutions, this institution is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. The experienced team at Lauro Braganza - Prudential Financial is committed to delivering personalized and professional service to all clients, ensuring they receive the best possible advice and support. Whether you are looking for investment guidance, retirement planning, or insurance coverage, this institution has the expertise and resources to meet your needs. Trust Lauro Braganza - Prudential Financial to help you secure your financial future.
5401 Business Park S #212, Bakersfield, CA 93309, United States -
Morgan Stanley Financial Advisors
● OpenMorgan Stanley Financial Advisors is a leading financial institution located at 9100 Ming Avenue in Bakersfield, California. Our team of experienced advisors is dedicated to providing personalized financial advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, our experts are here to help you every step of the way. With a focus on integrity and excellence, Morgan Stanley Financial Advisors is committed to helping clients navigate the complexities of the financial world and make informed decisions for a secure financial future. Contact us today to schedule a consultation and see how we can help you reach your financial goals.
9100 Ming Ave Suite 205, Bakersfield, CA 93311, United States -
Arrive Financial & Insurance Services
● ClosedArrive Financial & Insurance Services, located at 900 Mohawk Street in Bakersfield, California, is a finance institution that takes an educational approach to financial services. Their mission is to provide families and businesses with innovative financial strategies, solutions, and planning to achieve financial clarity, security, and overall well-being. Building lifelong relationships with clients is a key aspect of their success. Specializing in both long-term and short-term financial strategies, Arrive Financial & Insurance Services offers creative solutions through an open and transparent process to help clients reach their financial goals and work towards financial independence. They can help clients plan for retirement by maximizing qualified-retirement plans, Social Security, personal savings, and investments.
900 Mohawk St, Bakersfield, CA 93309, United States -
Bowles Financial & Insurance Group
● OpenBowles Financial & Insurance Group is a reputable finance institution located at 200 New Stine Road in Bakersfield, California, United States. With a team of experienced professionals, they offer a wide range of financial and insurance services to help individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment advice, or insurance coverage, Bowles Financial & Insurance Group is dedicated to providing personalized solutions tailored to your specific needs. Trustworthy and reliable, they are committed to helping you secure a stable financial future.
200 New Stine Rd # 150, Bakersfield, CA 93309, United States -
UBS Financial Services Inc.
● OpenUBS Financial Services Inc. is a reputable finance institution located at 9201 Camino Media in Bakersfield, California, United States. With a strong presence in the financial industry, UBS offers a wide range of financial services to individuals and businesses. Their team of experienced professionals provides personalized investment advice, wealth management solutions, and comprehensive financial planning services to help clients achieve their financial goals. Trustworthy and reliable, UBS Financial Services Inc. is committed to helping clients navigate the complexities of the financial world and make informed decisions for a secure financial future.
9201 Camino Media # 230, Bakersfield, CA 93311, United States -
Edward Jones - Financial Advisor: John J Lock, AAMS™
● ClosedEdward Jones - Financial Advisor: John J Lock, AAMS™ is a reputable financial institution located at 4300 Coffee Road in Bakersfield, California, United States. With a focus on personalized financial planning and investment strategies, John J Lock, AAMS™ offers expert advice and guidance to help clients achieve their financial goals. Whether you are looking to save for retirement, invest for the future, or plan for your children's education, John J Lock, AAMS™ is dedicated to providing top-notch service and support. Trust in this institution to help you navigate the complexities of the financial world and secure a stable financial future.
4300 Coffee Rd Suite 3, Bakersfield, CA 93308, United States -
Ironwood Retirement Plan Consultants
● ClosedIronwood Retirement Plan Consultants is a leading finance institution located at 5060 California Avenue in Bakersfield, California, United States. Specializing in retirement planning, our team of experts provides personalized consulting services to help individuals and businesses achieve their financial goals for the future. With a focus on maximizing savings and investments, we offer comprehensive retirement planning strategies tailored to each client's unique needs. Trust Ironwood Retirement Plan Consultants to guide you towards a secure and prosperous retirement.
5060 California Ave #1020, Bakersfield, CA 93309, United States -
John Rodgers - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJohn Rodgers is a highly experienced financial advisor at Ameriprise Financial Services, LLC located at 5001 California Avenue in Bakersfield, California. With a commitment to providing personalized financial planning and investment management services, John and his team work closely with clients to help them achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your wealth, John Rodgers can help you navigate the complex world of finance with confidence and peace of mind.
5001 California Ave #128, Bakersfield, CA 93309, United States -
Jason Cohen - UBS Financial Services Inc.
● OpenJason Cohen - UBS Financial Services Inc. is a reputable finance institution located at 9201 Camino Media in Bakersfield, California. As a branch of UBS Financial Services Inc., they offer a wide range of financial services to meet the diverse needs of their clients. With a team of experienced professionals, they provide personalized investment advice, wealth management solutions, and comprehensive financial planning services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Jason Cohen - UBS Financial Services Inc. is committed to helping you achieve your financial goals.
9201 Camino Media # 230, Bakersfield, CA 93311, United States -
Rick L. Scott - Financial Advisor, Ameriprise Financial Services, LLC
● OpenRick L. Scott is a financial advisor at Ameriprise Financial Services, LLC located at 5001 California Avenue in Bakersfield, California. With years of experience in the finance industry, Rick L. Scott provides personalized financial planning and investment advice to help clients achieve their financial goals. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Rick L. Scott can help you create a customized financial plan tailored to your specific needs. Contact Rick L. Scott at Ameriprise Financial Services, LLC today to start building a secure financial future.
5001 California Ave #128, Bakersfield, CA 93309, United States -
Edward Jones - Financial Advisor: Jeffrey Bell, CFP®|CPWA®|AAMS™
● OpenEdward Jones - Financial Advisor: Jeffrey Bell, CFP®|CPWA®|AAMS™ is a reputable finance institution located at 5201 California Avenue in Bakersfield, California, United States. With a team led by Jeffrey Bell, who holds certifications as a Certified Financial Planner (CFP®), Certified Private Wealth Advisor (CPWA®), and Accredited Asset Management Specialist (AAMS™), clients can expect expert financial advice and personalized wealth management services. Whether you are looking to plan for retirement, invest for the future, or manage your assets, Edward Jones - Financial Advisor: Jeffrey Bell, CFP®|CPWA®|AAMS™ is dedicated to helping you achieve your financial goals.
5201 California Ave STE 340, Bakersfield, CA 93309, United States -
Brad Hannink - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedBrad Hannink is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 11001 River Run Boulevard in Bakersfield, California. With a focus on providing personalized financial planning and investment management services, Brad helps his clients achieve their financial goals and secure their future. As a trusted advisor, Brad offers expert guidance and tailored solutions to help individuals and families build and preserve their wealth. Whether you are planning for retirement, saving for college, or looking to grow your investments, Brad Hannink and Ameriprise Financial Services, LLC are here to help you navigate the complexities of the financial world with confidence and peace of mind.
11001 River Run Blvd Ste 100, Bakersfield, CA 93311, United States -
Tim Werdel - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedTim Werdel - Financial Advisor, Ameriprise Financial Services, LLC, is a trusted finance institution located at 1620 Mill Rock Way in Bakersfield, California. With a focus on providing personalized financial planning and investment services, Tim Werdel and his team strive to help clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Tim Werdel - Financial Advisor, Ameriprise Financial Services, LLC, is dedicated to providing expert guidance and support every step of the way. Contact them today to start your journey towards financial success.
1620 Mill Rock Way STE 200, Bakersfield, CA 93311, United States -
Lance Mackall - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedLance Mackall, a financial advisor at Ameriprise Financial Services, LLC, is dedicated to helping clients in Bakersfield, California achieve their financial goals. With a focus on personalized financial planning and investment strategies, Lance Mackall provides expert guidance to individuals and families looking to secure their financial future. Located at 5001 California Avenue, Lance Mackall's office offers a welcoming and professional environment for clients to discuss their financial needs and develop a customized plan for success. Trust Lance Mackall and Ameriprise Financial Services, LLC to provide top-notch financial advice and support in Bakersfield, California.
5001 California Ave #128, Bakersfield, CA 93309, United States -
Edward Jones - Financial Advisor
● ClosedEdward Jones - Financial Advisor is a reputable finance institution located at 901 Tower Way in Bakersfield, California, United States. With a focus on personalized financial planning and investment strategies, their team of experienced advisors is dedicated to helping clients achieve their financial goals. Whether you are saving for retirement, planning for your child's education, or looking to grow your wealth, Edward Jones provides tailored solutions to meet your individual needs. Trustworthy and reliable, Edward Jones is committed to providing top-notch financial advice and guidance to help you secure a stable financial future.
901 Tower Way #301, Bakersfield, CA 93309, United States -
Selfridge Financial Design
● ClosedSelfridge 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.
4900 California Ave ste 210-b, Bakersfield, CA 93309, United States -
Rick Yanez - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedRick 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.
5001 California Ave #128, Bakersfield, CA 93309, United States -
Edward Jones - Financial Advisor: Ollie Mulligan
● ClosedEdward 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.
1100 Mohawk St STE 180, Bakersfield, CA 93309, United States -
Consumer Financial Assistance & Education
● OpenConsumer 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.
5555 Business Park S, Bakersfield, CA 93309, United States -
Edward Jones - Financial Advisor: Crystal M Zazueta
● ClosedEdward 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.
7906 Downing Ave Ste A, Bakersfield, CA 93308, United States -
Principal Financial Group
● ClosedPrincipal 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.
4900 California Ave #120b, Bakersfield, CA 93309, United States -
Ram Martinez - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedRam 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.
11001 River Run Blvd Ste 100, Bakersfield, CA 93311, United States -
Farmers Insurance - Marcy Parmley
● ClosedFarmers 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.
3612 Coffee Rd Ste B, Bakersfield, CA 93308, United States -
Farmers Insurance - Daryl Dean Santos
● ClosedFarmers 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.
4646 Wilson Rd Ste 205, Bakersfield, CA 93309, United States -
Farmers Insurance - Jason Boyd
● ClosedFarmers 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.
4639 Planz Rd, Bakersfield, CA 93309, United States -
Farmers Insurance - Robby White
● ClosedFarmers 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.
4200 Truxtun Ave Ste 201, Bakersfield, CA 93309, United States -
Farmers Insurance - Pete Pifer
● ClosedFarmers 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.
5610 District Blvd Ste 105, Bakersfield, CA 93313, United States -
Farmers Insurance - Ron Walsh
● ClosedFarmers 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.
2409 Calloway Dr, Bakersfield, CA 93312, United States -
Farmers Insurance - Johnathan Cartier
● ClosedFarmers 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.
4300 Stine Rd # 409, Bakersfield, CA 93313, United States
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