TOP 30 Best Financial wellness services in Bakersfield, California
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Bynum & Wells, LLP
● ClosedBynum & Wells, LLP is a prestigious accounting, finance, and legal institution located at 5601 Truxtun Avenue in Bakersfield, California, United States. Our team of experienced professionals is dedicated to providing top-notch financial and legal services to individuals and businesses alike. Whether you need assistance with tax planning, financial consulting, or legal representation, Bynum & Wells, LLP is here to help. Trust us to handle your financial and legal matters with expertise and professionalism.
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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.
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Hendra Tanuwijaya - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedHendra 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.
11001 River Run Blvd Ste 100, Bakersfield, CA 93311, United States -
Howard Financial
● ClosedHoward Financial is a finance and insurance agency located at 5401 Business Park South in Bakersfield, California. Our institution is dedicated to providing financially and ethically sound retirement income solutions for individuals and families in Bakersfield and surrounding communities. As an independent Registered Investment Advisor, we offer financial planning services and access to third-party asset management to help our clients achieve financial clarity, security, and overall financial health. At Howard Financial, we are committed to building strong relationships with our clients and providing innovative financial strategies and solutions to meet their needs.
5401 Business Park S #112, Bakersfield, CA 93309, United StatesAdvertisements -
Wells Fargo Advisors
● OpenWells 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.
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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 -
OneMain Financial
● ClosedOneMain Financial is a finance institution located at 9680 Hageman Road in Bakersfield, California, United States. They offer a variety of financial services including personal loans, debt consolidation, and auto loans. With a focus on providing personalized solutions for their customers, OneMain Financial aims to help individuals achieve their financial goals and improve their overall financial well-being. Their experienced team of professionals is dedicated to providing excellent customer service and helping clients navigate the world of personal finance.
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Imagine Insurance Services
● ClosedImagine 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.
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Christopher G. McGehee - UBS Financial Services Inc.
● OpenChristopher G. McGehee - UBS Financial Services Inc. is a reputable finance institution located at 9201 Camino Media in Bakersfield, California, United States. With a strong focus on providing top-notch financial services, they offer a wide range of investment options and wealth management solutions to help clients achieve their financial goals. The team at Christopher G. McGehee - UBS Financial Services Inc. is dedicated to providing personalized and professional service to each client, ensuring their financial needs are met with expertise and care. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Christopher G. McGehee - UBS Financial Services Inc. is committed to helping you navigate the complex world of finance with confidence.
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Raymond James Financial Services
● OpenRaymond James Financial Services is a renowned finance institution located at 3404 Coffee Road in Bakersfield, California, United States. With a reputation for providing high-quality financial services, Raymond James is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Raymond James Financial Services has a team of experienced professionals ready to assist you. Trust in Raymond James for all your financial needs.
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Adam Hopkins - State Farm Insurance Agent
● ClosedAdam Hopkins - State Farm Insurance Agent is a well-established insurance agency located at 5401 Business Park South in Bakersfield, California. The 2-story black building is conveniently situated just East of the Wells Fargo off California Ave. As a second-generation State Farm Agent who was born and raised in Bakersfield, Adam Hopkins takes pride in serving the local community. With over two decades of experience in the insurance industry, Adam and his team are dedicated to helping families and businesses in California, Arizona, Nevada, and Oregon.
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Kern County Credit Consultants
● ClosedKern County Credit Consultants is a leading finance institution located at 7440 Meany Avenue in Bakersfield, California, United States. Our team of experts specializes in helping individuals and businesses improve their credit scores and financial health. Whether you are looking to repair your credit, consolidate debt, or improve your financial literacy, our dedicated consultants are here to provide personalized solutions to meet your unique needs. Trust Kern County Credit Consultants to help you achieve your financial goals and secure a brighter financial future.
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Dennis Stitt - State Farm Insurance Agent
● ClosedDennis 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.
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Valley Strong Credit Union
● ClosedValley Strong Credit Union is a trusted financial institution located at 5001 Panama Lane in Bakersfield, California, United States. As a member-owned credit union, Valley Strong is dedicated to providing personalized financial services to help individuals and businesses achieve their financial goals. With a focus on community involvement and customer satisfaction, Valley Strong offers a wide range of banking products and services including savings accounts, checking accounts, loans, and investment options. Visit Valley Strong Credit Union today to experience the benefits of banking with a local, member-focused institution.
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H&R Block
● ClosedH&R Block is a well-known accounting and finance institution located at 2701 Calloway Drive in Bakersfield, California, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual or a business owner, H&R Block is dedicated to providing expert guidance and support to help you achieve your financial goals. Visit their office today to learn more about how they can assist you with your accounting and finance needs.
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George Farah - State Farm Insurance Agent
● ClosedGeorge Farah - State Farm Insurance Agent is a reputable insurance agency located at 4300 Stine Road in Bakersfield, California. Situated at the back of the complex, across from Critters without Litters, George Farah and his team are dedicated to providing top-notch insurance services to residents in Kern County. With a background in Economics and an MBA, George is well-equipped to assist you with your auto insurance and life insurance needs. Whether you're looking for coverage for your car or protection for your loved ones, George Farah is committed to helping you achieve your financial goals. Stop by for a free insurance quote and join the State Farm family today. Remember, your safety is our priority, so please refrain from sharing sensitive personal information online. Contact us at (661) 282-8828 if you need assistance with our website.
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Walmart Supercenter
● ClosedWalmart Supercenter is a one-stop shopping destination located at 6225 Colony Street in Bakersfield, California. This institution offers a wide range of products and services including a bakery, clothing store, department store, electronics store, food, furniture store, grocery and supermarket, hardware store, home goods store, and more. With a convenient location and a vast selection of items, Walmart Supercenter is the go-to destination for all your shopping needs in Bakersfield.
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Calloway Market
● ClosedCalloway Market is a one-stop destination for all your needs, conveniently located at 2816 Calloway Drive in Bakersfield, California. This institution offers a wide range of services including ATM access, financial services, a selection of delicious food items, a variety of liquor options, and a well-stocked store for your convenience. Whether you need to grab a quick bite, top up your bank account, or pick up some groceries, Calloway Market has you covered. Visit us today for a seamless and efficient shopping experience.
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Entruity Wealth
● ClosedEntruity 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.
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Maison Law Immigration Lawyers
● OpenMaison Law Immigration Lawyers is a full-service immigration law firm dedicated to serving the Central Valley of California. Our experienced team is committed to assisting individuals and families with a wide array of immigration needs, ensuring that your journey through the complex U.S. immigration process is as smooth and successful as possible.Our Services: - Deportation Defense: Protecting your right to stay in the United States. - Immigrant Criminal Defense: Providing legal support for immigrants facing criminal charges.
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Borda Mortgage
● ClosedWelcome to Borda Mortgage Associates, your trusted partner in financing your dream home. Located at 743 Main Street, Cambria, California, we proudly serve all of California with our expert mortgage solutions. Whether you're a first-time homebuyer or looking to refinance, our dedicated team is here to offer personalized service and the lowest rates in the industry. At Borda Mortgage, we understand that every client’s needs are unique. That’s why we provide custom rate quotes tailored just for you. Our mortgage calculators are designed to help you explore the best loan options, calculate your mortgage, interest rates, and more, ensuring you make informed decisions about your investment.
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Shell
● OpenShell is a well-known institution located at 9741 South Enos Lane in Bakersfield, California. This versatile establishment offers a range of services including ATM access, a convenience store, financial services, a variety of food options, a gas station, a restaurant, and a store. Whether you're in need of a quick snack, filling up your gas tank, or looking to grab a meal on the go, Shell has you covered. Stop by and experience the convenience and quality that Shell has to offer.
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Safe 1 Credit Union
● ClosedSafe 1 Credit Union is a trusted financial institution located at 1400 Mill Rock Way in Bakersfield, California. As a credit union, we offer a wide range of banking and financial services to our members, including savings accounts, checking accounts, loans, and investment options. Our mission is to provide our members with safe and secure financial solutions while helping them achieve their financial goals. Visit us today to experience the difference of banking with Safe 1 Credit Union.
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Montana Capital Bad Credit Loans
● ClosedMontana Capital Bad Credit Loans, located at 2508 Niles St, Bakersfield, CA 93306, is a trusted financial service provider specializing in assisting individuals with less-than-perfect credit scores. We understand that life can present unexpected financial challenges, and having bad credit shouldn't prevent you from accessing the funds you need. Our dedicated team is committed to offering personalized loan solutions tailored to meet your specific financial situation. At Montana Capital Bad Credit Loans, we pride ourselves on our transparent and straightforward loan application process, ensuring that you can secure the funds you need quickly and efficiently. Whether you're dealing with emergency expenses, consolidating debt, or planning a significant purchase, our financial experts are here to guide you every step of the way.
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Kern Golden Girls
● ClosedKern 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.
1601 New Stine Rd Ste 193, Bakersfield, CA 93309, United StatesAdvertisements -
March Consulting
● OpenMarch Consulting is a dedicated institution located at 5555 California Avenue in Bakersfield, California, United States. We specialize in making the college admissions process manageable and understandable for students and their families. Our friendly team of college counselors is here to guide you through every step of the way, from designing a personalized success strategy to navigating testing, applications, and financial aid. At March Consulting, we understand the overwhelming nature of the college admissions process and are here to help you every step of the way. Our team of private college counselors, led by Kat Clowes, is committed to ensuring that you don't miss out on any opportunities to fund your education or secure a spot at your dream school.
5555 California Ave Suite 300A, Bakersfield, CA 93309, United States -
Fastrip
● OpenFastrip is a one-stop shop located at 8001 White Lane in Bakersfield, California. This institution offers a variety of services including an ATM, convenience store, finance options, food selection, gas station, grocery and supermarket items, as well as a liquor store. Customers can easily fulfill all their needs in one convenient location at Fastrip.
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Charles Schwab
● ClosedCharles 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.
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New York Life
● OpenNew 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.
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Northwestern Mutual
● OpenNorthwestern Mutual is a reputable finance and insurance agency located at 5080 California Avenue in Bakersfield, California, United States. With a strong presence in the financial industry, Northwestern Mutual offers a wide range of insurance and investment products to help individuals and families achieve their financial goals. Their team of experienced professionals provides personalized solutions and expert guidance to clients, ensuring they are well-equipped to navigate the complexities of the financial world. Visit Northwestern Mutual at their Bakersfield location for top-notch financial services and insurance solutions.
5080 California Ave STE 350, Bakersfield, CA 93309, United States
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