TOP 30 Best Individualized financial plans in Bakersfield, California

Welcome to Community West Bank, located at 1463 South Victoria Avenue, Ventura, California. As a trusted financial partner, we are committed to building strong relationships with our clients through personalized banking experiences. Our philosophy, "Relationship Banking starts with a conversation," reflects our dedication to understanding your unique financial needs and helping you achieve your goals. Our comfortable Banking Centers are designed to provide a welcoming environment where you can discuss your financial aspirations and explore the diverse range of services we offer. Whether you are managing personal finances or running a business, we are here to provide expert advice and thoughtful solutions to help you stay ahead.

Tolliver & Associates, Inc. is a reputable accounting and finance institution located at 5401 Business Park South in Bakersfield, California. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, Tolliver & Associates, Inc. is dedicated to providing personalized and high-quality financial solutions to meet your needs. Contact them today to schedule a consultation and take control of your financial future.

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.

CBIZ, located at 5060 California Avenue in Bakersfield, California, is a finance institution offering a range of accounting and tax services. Our team of experts is dedicated to helping your company thrive and reach its full potential. With multiple business entities working together, we are always ready to assist you with whatever you may need. Contact us today to connect with a knowledgeable professional who can guide you towards success.

E-Tax is a finance institution located in Bakersfield, California, United States. We specialize in providing tax preparation and filing services for individuals and businesses. Our team of experienced professionals is dedicated to helping our clients navigate the complexities of the tax system and maximize their refunds. Whether you need assistance with tax planning, deductions, or IRS audits, E-Tax is here to provide expert guidance and support. Contact us today to schedule an appointment and take the stress out of tax season.

A. Ross Business & Tax Services is a professional accounting and finance institution located at 5301 Office Park Drive in Bakersfield, California. Our team of experts offers a wide range of services to help individuals and businesses with their financial needs. From tax preparation and planning to bookkeeping and payroll services, we are dedicated to providing top-notch assistance and guidance to our clients. With years of experience and a commitment to excellence, A. Ross Business & Tax Services is your go-to destination for all your accounting and finance needs in the Bakersfield area.

Wren Kelly CPAs LLP is a reputable accounting and finance institution located at 10000 Stockdale Highway in Bakersfield, California, United States. With a team of experienced and knowledgeable professionals, they provide a wide range of accounting services to individuals and businesses. From tax preparation and financial planning to audit and consulting services, Wren Kelly CPAs LLP is committed to helping their clients achieve their financial goals. Whether you are looking for assistance with bookkeeping or need help navigating complex tax laws, you can trust Wren Kelly CPAs LLP to provide you with expert guidance and support.

Shinault Baker & Company is a reputable accounting and finance institution located at 4200 Truxtun Avenue in Bakersfield, California. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial consulting. Clients can trust Shinault Baker & Company to provide accurate and reliable financial guidance to help them achieve their goals. Whether you are an individual or a business looking for financial expertise, Shinault Baker & Company is dedicated to providing exceptional service and personalized solutions to meet your needs.

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.

Rex A. Phinney, CPA is a reputable accounting and finance institution located at 3521 Allen Road in Bakersfield, California, United States. With years of experience and expertise in the field, they offer a wide range of services to individuals and businesses alike. From tax preparation to financial planning, their team of professionals is dedicated to providing top-notch services tailored to meet their clients' specific needs. Trust Rex A. Phinney, CPA for all your accounting and finance needs.

Montana 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.

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.

5 Star Car Title Loans is a finance institution located at 9356 Shellabarger Road in Bakersfield, California. This institution offers loans ranging from $250 to $2000, connecting applicants to various lending partners who provide installment and payday loans. Applicants must be at least 18 years old (19 in Alabama) and must prove their ability to repay the loan. The approval process can be completed in as little as five minutes, with conditional approval possible before final documentation review. Car Title Loans are available, but consumers are encouraged to explore less expensive funding options. For individuals using a screen reader and experiencing difficulty with the website, assistance is available by calling (510) 992-4050.

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.

Dale W. Bender is a reputable institution specializing in accounting and finance services. Located at 6501 Schirra Court in Bakersfield, California, United States, the institution offers expert financial advice and support to individuals and businesses alike. With a team of experienced professionals, Dale W. Bender is committed to providing top-notch financial solutions tailored to meet the specific needs of each client. Whether you are looking for tax preparation, financial planning, or investment advice, Dale W. Bender is the trusted choice for all your accounting and finance needs.

Paralegal Hammer & Tax is a reputable institution located at 6810 Slickrock Drive in Bakersfield, California. Specializing in accounting and finance services, our team of experienced professionals are dedicated to providing top-notch assistance with legal matters, tax preparation, and financial planning. Whether you need help with tax filings, estate planning, or business finances, Paralegal Hammer & Tax is here to guide you through the process with expertise and precision. Contact us today to schedule a consultation and take the first step towards securing your financial future.

ABC Tax & Accounting Service is a reputable institution located at 5413 Barbados Avenue in Bakersfield, California. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch tax preparation, bookkeeping, and financial consulting services to individuals and businesses alike. With a commitment to accuracy and personalized attention, we strive to help our clients navigate the complexities of the financial world with ease. Visit us today to see how we can assist you with all your accounting and finance needs.

Number Crunchers is a reputable accounting and finance institution located at 5001 California Avenue in Bakersfield, California, United States. Our team of experienced professionals specializes in providing accurate and efficient financial services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, our dedicated staff is here to help you navigate the complexities of the financial world. Trust Number Crunchers to crunch the numbers and help you achieve your financial goals.

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.

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.

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.

Rosedale Tax Services is a reputable accounting and finance institution located at 10425 Holland Street in Bakersfield, California, United States. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses in the local community. Whether you need help with tax preparation, bookkeeping, or financial planning, our knowledgeable staff is here to assist you every step of the way. Trust Rosedale Tax Services for all your accounting and finance needs.

William J Wade & Co is a reputable accounting and finance institution located at 5210 Crystal Falls Lane in Bakersfield, California, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, payroll services, and financial planning. Whether you are an individual or a business owner, William J Wade & Co is dedicated to helping you achieve your financial goals and maximize your financial success. Contact them today to learn more about how they can assist you with your accounting and finance needs.

Capital Insurance Group is a leading insurance agency located at 9700 Stockdale Highway in Bakersfield, California. We provide a wide range of insurance products and services to meet the needs of our clients. Our experienced team of professionals is dedicated to helping individuals and businesses protect their assets and achieve financial security. Whether you are looking for personal insurance coverage or business insurance solutions, we are here to help. Contact us today to learn more about how Capital Insurance Group can assist you with your insurance needs.

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.

Merrill Lynch Wealth Management, located at 5080 California Avenue in Bakersfield, California, is a premier finance institution dedicated to helping individuals, families, business owners, executives, and institutions navigate the complexities of wealth planning. Our experienced advisors offer tailored financial strategies, retirement income planning, guidance on investments, and access to estate planning services. We prioritize client service and satisfaction, working closely with you to understand your goals and create personalized financial strategies. As part of the community, we are committed to giving back through volunteerism and charitable outreach. With access to Merrill's resources and industry insights, our advisors are equipped to help you pursue your financial and life goals. Whether you are just starting out in your career or looking to expand your financial expertise, Merrill offers professional training, mentoring, and technology to support your growth. Let us work together to help you achieve your goals and secure your financial future.

Tax Advantages is a leading accounting and finance institution located at 5500 Ming Avenue in Bakersfield, California, United States. Our team of experts specializes in maximizing tax benefits and providing strategic financial planning services for individuals and businesses. With our in-depth knowledge of tax laws and regulations, we help our clients navigate complex financial situations to ensure they receive the maximum tax advantages available to them. Whether you are looking to reduce your tax liability or optimize your financial investments, Tax Advantages is here to help you achieve your goals. Contact us today to schedule a consultation and start maximizing your tax advantages.

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.

Neighborhood Tax Services is a reputable institution located at 3700 Gosford Road in Bakersfield, California, United States. Specializing in accounting and finance, they provide expert tax services to individuals and businesses in the local community. With a team of experienced professionals, Neighborhood Tax Services offers personalized assistance and guidance to ensure their clients maximize their financial potential and meet their tax obligations. Whether you need help with tax preparation, planning, or filing, Neighborhood Tax Services is here to help you navigate the complex world of taxes with ease and confidence.

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.