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TOP 30 Financial services for seniors in Bakersfield, CA
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Mexican American Opportunity
Mexican American Opportunity Foundation (MAOF) is a multi-generational institution located at 330 South Ford Boulevard in Los Angeles, California. We provide social services for individuals of all ages, from infants to seniors, through our four pillars: early child education services, senior services, community development services, and community partnership services. Since our establishment in 1963, we have grown to become one of the largest nonprofits in California, with an annual operating budget exceeding $100 million. We serve over 125,000 people annually across seven counties in California, including Los Angeles, San Bernardino, Orange, San Diego, Ventura, Kern, and Monterey.
Kern Golden Girls
Kern Golden Girls is a reputable health insurance agency located in Bakersfield, California. Our dedicated team of professionals is committed to providing personalized and comprehensive insurance solutions for seniors and retirees. With our convenient location at 1601 New Stine Road, we offer a wide range of insurance products tailored to meet the unique needs of our clients. At Kern Golden Girls, we strive to ensure that our clients receive the best coverage options at competitive rates. Contact us today to learn more about how we can help you secure your health and financial future.
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.
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