Industry financial planning in Bakersfield, California
23 results found
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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.
Antonio Carlos Beccari - Private Wealth Advisor, Ameriprise Financial Services, LLC
Antonio Carlos Beccari is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 1620 Mill Rock Way in Bakersfield, California. With a focus on providing personalized financial planning and investment strategies, Antonio Carlos Beccari helps clients achieve their financial goals and secure their financial future. With a commitment to excellence and a dedication to client satisfaction, Antonio Carlos Beccari is a trusted advisor in the finance industry.
UBS Financial Services Inc.
UBS 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.
Rick L. Scott - Financial Advisor, Ameriprise Financial Services, LLC
Rick 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.
Raymond James Financial Services
Raymond James Financial Services is a reputable finance institution located at 5201 California Avenue in Bakersfield, California, United States. With a strong presence in the financial industry, Raymond James offers a wide range of services to help individuals and businesses manage their finances effectively. Whether you are looking for investment advice, retirement planning, or wealth management services, the experienced professionals at Raymond James are dedicated to providing personalized solutions to meet your financial needs. Visit their office in Bakersfield to learn more about how they can help you achieve your financial goals.
Moneywise Wealth Management
Moneywise Wealth Management, located at 8700 Stockdale Highway in Bakersfield, California, is a finance institution that specializes in helping individuals reach their financial goals and retirement aspirations. Our team of experienced advisors listens to your specific needs and goals, empowering you to take control of your financial journey and thrive as your own hero. As an independently owned, fee-based financial and investment advisory firm, Moneywise Wealth Management has deep roots in Bakersfield and serves clients from across the country. With over 60 years of combined industry experience, our advisors are dedicated to improving the lives of our clients by alleviating stress and helping them achieve their retirement dreams.
Parsons Vickers Parsons & Company, LLP
Parsons Vickers Parsons & Company, LLP is a reputable accounting and finance institution located at 9201 Camino Media in Bakersfield, California. The firm is comprised of three partners who are available 24/7 and prioritize working directly with their clients, rather than passing them off to junior associates. Known for their honesty and integrity, the team at Parsons Vickers Parsons & Company, LLP prides themselves on building strong relationships with each client. As a full service Certified Public Accounting firm with a long history of serving Kern County, Parsons Vickers Parsons & Company, LLP offers a wide range of services to clients in various industries. They are also Quickbooks ProAdvisors, providing expertise in personal and business tax return preparation, tax planning, auditing services, reviews & compilations, bookkeeping, financial statement preparation, payroll, and business consulting.
Gray Brenda J CPA
Gray Brenda J CPA is a reputable accounting and finance institution located at 6501 Schirra Court in Bakersfield, California, United States. With years of experience in the industry, they offer professional services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or bookkeeping, Gray Brenda J CPA is dedicated to providing top-notch services to help you achieve your financial goals. Contact them today to schedule a consultation and see how they can assist you with your accounting and finance needs.
Daniells Phillips Vaughan & Bock
Daniells Phillips Vaughan & Bock is a reputable accounting and finance institution located at 300 New Stine Road in Bakersfield, California, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, consulting, and financial planning. Their commitment to excellence and personalized approach to client service sets them apart in the industry. Whether you are a small business owner or an individual looking for financial guidance, Daniells Phillips Vaughan & Bock is dedicated to helping you achieve your financial goals.
Jan Smith Skinner & Associates
Jan Smith Skinner & Associates is a reputable accounting and finance institution located at 5000 California Avenue in Bakersfield, California, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, financial planning, and more. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Whether you need help with managing your finances or navigating complex tax laws, Jan Smith Skinner & Associates is dedicated to helping you achieve your financial goals.
Brown Armstrong
Brown Armstrong is a highly respected accounting and finance institution located at 4200 Truxtun Avenue in Bakersfield, California. We pride ourselves on treating each client as if they are our only client, providing personalized and high-quality services to meet their financial needs. Our team of skilled professionals offers a variety of CPA services tailored to industries such as oil, energy, construction, healthcare, and more. We strive to exceed client expectations by uncovering unique solutions for complex financial situations.
Brennan Millan & Company, Inc.
Brennan Millan & Company, Inc. is a reputable accounting and finance institution located at 9720 Brimhall Road in Bakersfield, California, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses, including tax preparation, financial planning, and consulting. Their dedication to providing high-quality services and personalized attention to each client sets them apart in the industry. Whether you need help with budgeting, investments, or tax compliance, Brennan Millan & Company, Inc. is committed to helping you achieve your financial goals.
Lynns
Lynns is a reputable institution located at 11828 Rosedale Highway in Bakersfield, California, United States. Known for its commitment to excellence in education, Lynns offers a wide range of programs and courses to help students achieve their academic and career goals. The institution prides itself on its experienced faculty, state-of-the-art facilities, and supportive learning environment. Whether you are looking to further your education or enhance your skills, Lynns is the place to be. Join us today and take the first step towards a successful future.
Tom Smethurst - State Farm Insurance Agent
Tom Smethurst - State Farm Insurance Agent is a reputable insurance agency located at 13061 Rosedale Highway in Bakersfield, California, United States. With over 35 years of experience, Tom Smethurst is dedicated to providing top-notch insurance services to his clients. As a State Farm Agent since 1985, Tom has received numerous awards and accolades for his outstanding service. At Tom Smethurst - State Farm Insurance Agent, customers can expect personalized assistance with all their insurance needs. Whether you need auto, home, life, or pet insurance, Tom and his team of experienced staff associates are here to help. They have a combined 100 years of experience in the insurance industry and are committed to helping clients make informed decisions about their insurance coverage.
Farmers Insurance - Pete Pifer
Farmers 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.
Merrill Lynch Wealth Management
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.
Dan Bertolucci - Morgan Stanley
Dan Bertolucci - Morgan Stanley is a finance institution located at 9100 Ming Avenue in Bakersfield, California, United States. As a branch of the renowned investment firm Morgan Stanley, they offer a wide range of financial services to help clients manage and grow their wealth. With a team of experienced financial advisors led by Dan Bertolucci, they provide personalized investment strategies tailored to each client's unique goals and risk tolerance. Whether you are looking to plan for retirement, invest in the stock market, or secure your financial future, Dan Bertolucci - Morgan Stanley is dedicated to helping you achieve your financial aspirations.
Stifel
Stifel is a finance institution located at 5060 California Avenue in Bakersfield, California. With a strong presence in the United States, Stifel provides a wide range of financial services to individuals, businesses, and organizations. Their team of experienced professionals offers personalized solutions to help clients achieve their financial goals and navigate the complexities of the financial world. Whether you are looking for investment advice, wealth management, or financial planning, Stifel is dedicated to providing top-notch service and expertise to help you succeed.
Douglas G Payne - Morgan Stanley
Douglas G Payne - Morgan Stanley is a renowned finance institution located at 9100 Ming Avenue in Bakersfield, California, United States. With a strong reputation in the financial industry, Douglas G Payne - Morgan Stanley offers a wide range of financial services to help clients achieve their investment goals. Their team of experienced professionals provides personalized advice and guidance to ensure that each client receives tailored solutions that meet their unique needs. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Douglas G Payne - Morgan Stanley is committed to helping you achieve financial success.
Cal Tax Credit Services LLC
Cal Tax Credit Services LLC is a finance institution located at 4520 California Avenue in Bakersfield, California. They specialize in providing tax credit services to individuals and businesses, helping them maximize their tax benefits and savings. With a team of experienced professionals, Cal Tax Credit Services LLC is dedicated to helping clients navigate the complex world of tax credits and deductions. Whether you are looking to reduce your tax liability or take advantage of available credits, Cal Tax Credit Services LLC is here to assist you every step of the way. Contact them today to learn more about how they can help you achieve your financial goals.
Boutain Dana
Boutain Dana is a renowned institution specializing in accounting and finance, located at 300 East Esplanade Drive in Oxnard, California, United States. Led by Managing Director Dana, who has over 30 years of experience in the industry, the institution offers a wide range of services including complex tax planning, transaction structuring, multistate filing, and taxation for international operations. Dana is dedicated to helping clients reduce their tax liabilities and meet reporting requirements, while also providing attest services such as compilations and reviews of financial statements. With a focus on clients in construction, manufacturing, and real estate industries, Dana and her team at Boutain Dana are committed to delivering top-notch services tailored to individual needs. Dana holds a Bachelor of Science degree in Business Administration from California State University, Bakersfield, and a Master of Science in Taxation from Golden Gate University.
Accountant Partners Small Business Accountant - Long Beach Location
Welcome to Accountant Partners Small Business Accountant - Long Beach Location, your trusted partner in accounting and finance, located on Park Avenue in the heart of Long Beach, California. Serving the vibrant community of Long Beach and its surrounding neighborhoods from Belmont Shore to Bixby Knolls and Alamitos Heights, we are dedicated to helping the area's 469,450 residents and 33,023 businesses thrive. At Accountant Partners, we specialize in minimizing your tax burden and maximizing your business profitability. With over 27 years of experience, we offer best-in-class tax minimization strategies, personalized advisory services, and technology-driven efficiency. Our proactive approach ensures that you save significantly on taxes, with potential savings ranging from $10,000 to over $1 million.
Harry Cowan Co and DeVries Real Estate
Welcome to Harry Cowan Co and DeVries Real Estate Located at 4114 South Street in Lakewood, California, Harry Cowan Co and DeVries Real Estate is your trusted partner for all real estate needs, serving Huntington Beach and surrounding areas. With a rich history dating back to 1950, our agency combines decades of expertise with a commitment to exceptional customer service.
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