The 30 Best Individualized financial planning in Bakersfield, California
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Principal Financial Group
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.
Bakersfield Tax Relief
Bakersfield Tax Relief is a professional institution located at 8700 Stockdale Highway in Bakersfield, California. Specializing in accounting, finance, and legal services, our team of experts is dedicated to helping individuals and businesses navigate the complexities of tax law and find relief from their financial burdens. Whether you are facing tax debt, audits, or other tax issues, our experienced professionals are here to provide personalized solutions tailored to your specific needs. Trust Bakersfield Tax Relief to provide the guidance and support you need to achieve financial peace of mind.
OneMain Financial
OneMain Financial is a trusted financial institution located at 3801 Mall View Road in Bakersfield, California. As a leading provider of personal loans and financial services, OneMain Financial offers solutions for individuals looking to manage their finances and achieve their goals. With a focus on customer service and financial education, OneMain Financial is dedicated to helping individuals navigate their financial journey with confidence and peace of mind. Visit us today to learn more about our services and how we can help you achieve your financial goals.
Abir M Pulskamp - State Farm Insurance Agent
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.
OLIVER INSURANCE AGENCY LLC
Oliver Insurance Agency LLC, located at 6300 White Lane in Bakersfield, California, is dedicated to helping customers find the best coverage to protect what matters most in life. As an independent agency, we work with top carriers to tailor coverage to your specific needs. In honor of Financial Literacy Month, we emphasize the importance of financial knowledge for small business success. Budgeting basics and understanding how home remodels can impact insurance coverage are just a few topics we cover. Additionally, we provide tips on time management techniques to enhance productivity. Trust Oliver Insurance Agency LLC to provide you with the insurance solutions you need.
Farmers Insurance - Jason Boyd
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 - Yadira Perez
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.
Imagine Insurance Services
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
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
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!
AltaOne Federal Credit Union
AltaOne Federal Credit Union, located at 6501 Ming Avenue in Bakersfield, California, is a trusted institution that has been serving its members for over 75 years. With a focus on helping individuals achieve financial freedom, AltaOne offers a range of products and services to support your financial goals, whether it's purchasing a home, saving for the future, or planning for retirement. The institution also prioritizes giving back to the community through volunteering, mentorship, sponsorship, and non-profit assistance. Additionally, AltaOne hosts events like the AltaOne Foundation Casino Night in Ridgecrest, showcasing their commitment to community engagement.
Notary Public
A Notary Public at 6808 Voyageurs Drive in Bakersfield, California, is a professional authorized by the state government to witness and certify documents, administer oaths, and perform other official acts. This institution plays a crucial role in the finance sector by providing a reliable and impartial verification service for a wide range of legal documents. Whether you need to notarize a contract, deed, power of attorney, or any other important paperwork, the Notary Public at this location is here to help ensure the authenticity and legality of your documents. Trustworthy, efficient, and conveniently located, this institution is a valuable resource for individuals and businesses alike.
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.
Kingdom Tax Service
Kingdom Tax Service is a trusted institution located at 3208 Stine Road in Bakersfield, California. Specializing in accounting, finance, and insurance services, our team of experienced professionals is dedicated to helping individuals and businesses navigate the complexities of taxes and financial planning. Whether you need assistance with tax preparation, bookkeeping, or insurance coverage, Kingdom Tax Service is committed to providing personalized and reliable solutions to meet your specific needs. Visit us today to experience our top-notch services and expertise in the field.
Mariner Finance
Mariner Finance is a reputable financial institution located at 3603 Coffee Road in Bakersfield, California. Specializing in providing personalized loan solutions, Mariner Finance offers a wide range of financial services to meet the diverse needs of its clients. With a team of experienced professionals, Mariner Finance is committed to helping individuals achieve their financial goals and navigate through various financial challenges. Whether you are looking for a personal loan, debt consolidation, or other financial assistance, Mariner Finance is dedicated to providing exceptional service and support to its customers. Visit their office in Bakersfield today to learn more about their services and how they can help you with your financial needs.
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.
Relief One Solutions
Relief One Solutions is a finance institution located at 5500 Ming Avenue in Bakersfield, California, United States. We specialize in providing financial solutions to individuals and businesses in need of relief from debt, financial hardship, or other financial challenges. Our team of experienced professionals is dedicated to helping our clients navigate through their financial difficulties and find solutions that work for them. Whether you are looking for debt consolidation, budgeting assistance, or financial planning services, Relief One Solutions is here to help you achieve financial stability and peace of mind. Contact us today to learn more about how we can assist you with your financial needs.
AltaOne Federal Credit Union
AltaOne Federal Credit Union is a trusted financial institution located at 11211 River Run Boulevard in Bakersfield, California. As a credit union, AltaOne offers a wide range of financial services to its members, including savings accounts, checking accounts, loans, and more. With a commitment to serving the local community, AltaOne provides personalized and reliable financial solutions to help individuals and families achieve their financial goals. Whether you're looking to save for the future, purchase a home, or start a business, AltaOne Federal Credit Union is here to help you every step of the way.
U.S. Bank Branch
The U.S. Bank Branch located at 9200 Ming Avenue in Bakersfield, California, is a full-service bank offering a wide range of financial services to customers in the area. Whether you need to open a checking or savings account, apply for a loan, or seek financial advice, the friendly and knowledgeable staff at this branch are ready to assist you. With convenient hours and a convenient location, U.S. Bank Branch is committed to providing excellent customer service and helping individuals and businesses achieve their financial goals.
Valley Strong Credit Union
Valley Strong Credit Union, located at 1341 Allen Road in Bakersfield, California, is a trusted financial institution serving the community with a wide range of banking services. From savings and checking accounts to loans and investment options, Valley Strong Credit Union is committed to helping individuals and families achieve their financial goals. With a focus on personalized service and competitive rates, Valley Strong Credit Union is a reliable choice for all your banking needs.
Bynum & Wells, LLP
Bynum & 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.
Dennis Stitt - State Farm Insurance Agent
Dennis 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.
Freedom 2 Retire
Freedom 2 Retire is a trusted finance and insurance agency located at 1601 New Stine Road in Bakersfield, California. Our institution specializes in helping individuals plan for a secure and comfortable retirement. We offer a range of services and products to help our clients achieve their financial goals and enjoy peace of mind in their golden years. With our expert guidance and personalized approach, we strive to empower our clients to retire with confidence and freedom. Contact us today to learn more about how we can help you secure your financial future.
Darlene Denison - State Farm Insurance Agent
Darlene Denison - State Farm Insurance Agent is an insurance agency located at 5701 Young Street, Bakersfield, California. They offer a range of insurance services including retirement income tax calculators, business rental considerations, and tips for driving in rural areas. The agency is committed to protecting your personal information and offers opportunities for individuals to join their energetic and results-driven team. They provide information on investment options and insurance products, including life insurance and annuities. For pet insurance, they work with American Pet Insurance Company and ZPIC Insurance Company. State Farm also partners with U.S. Bank National Association for deposit products and credit cards. Additional services include mortgage options through Rocket Mortgage, LLC. State Farm VP Management Corp. advises on investing risks and recommends consulting a tax or legal advisor for personalized advice.
Kern Resource Center
Kern Resource Center is a leading institution located in Bakersfield, California, United States. Situated at 12000 Olive Drive, the center provides a wide range of resources and services to support individuals in the local community. From educational programs to career counseling, the Kern Resource Center is dedicated to helping individuals reach their full potential. Whether you are looking to further your education, explore new career opportunities, or simply seeking guidance, the center offers a welcoming and supportive environment for all. Visit Kern Resource Center today to discover the resources and support available to you.
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.
Barnes Wealth Management Group
Barnes Wealth Management Group is a leading financial institution located at 5060 California Avenue in Bakersfield, California. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or looking to protect your assets, we are here to provide expert guidance and support. Trust Barnes Wealth Management Group to help you navigate the complexities of the financial world and secure a prosperous future for you and your loved ones.
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.
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.
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