TOP 30 Best Investment management in Bakersfield, California
103 results found
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Ascend Real Estate And Property Management
● ClosedAscend Real Estate and Property Management is a reputable real estate agency located at 7606 Meany Avenue in Bakersfield, California. Our team of dedicated professionals specializes in helping clients buy, sell, and manage properties in the area. With a strong focus on customer service and a wealth of industry knowledge, we strive to provide our clients with a seamless and successful real estate experience. Whether you are looking to purchase your dream home, sell your current property, or need assistance with property management, Ascend Real Estate and Property Management is here to help you every step of the way. Contact us today to learn more about our services and how we can assist you with your real estate needs.
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Bakersfield Property Management
● ClosedBakersfield Property Management is a well-established institution located at 5405 Stockdale Highway in Bakersfield, California. With over 15 years of experience, we specialize in helping investors and tenants build a strong and positive relationship. Our team works closely with property owners to create customized plans that will maximize their interests, while also providing professional and respectful service to tenants. We prioritize the safety and security of our clients by diligently screening all potential tenants, giving owners peace of mind in the long run. Our marketing strategies include utilizing platforms such as Facebook, Instagram, Craigslist, Zillow, and the Golden Empire Multiple Listing Service to attract a wide range of potential renters to all of our rental properties.
5405 Stockdale Hwy #106, Bakersfield, CA 93309, United States -
Moneywise Wealth Management
● ClosedMoneywise 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.
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Barnes Wealth Management Group
● ClosedBarnes 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.
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The Sunset Apartments - DGE Investments Management
● OpenThe Sunset Apartments, managed by DGE Investments Management, is a premier residential complex located at 4401 Belle Terrace in Bakersfield, California. Our luxury apartments offer modern amenities, spacious floor plans, and stunning views of the sunset. With a convenient location and top-notch management, The Sunset Apartments provide a comfortable and stylish living experience for residents.
4401 Belle Ter, Bakersfield, CA 93309, United States -
Merrill Lynch Wealth Management
● ClosedMerrill 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.
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WealthTarget Investment Advisors, LLC
● ClosedWealthTarget Investment Advisors, LLC is a reputable finance institution located at 5500 Ming Avenue in Bakersfield, California, United States. Specializing in investment advisory services, WealthTarget helps clients achieve their financial goals through personalized investment strategies and expert guidance. With a focus on building and preserving wealth, the team at WealthTarget is dedicated to providing top-notch financial advice and support to help clients secure their financial future.
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Trovato Wealth Management
● ClosedTrovato Wealth Management is a leading finance institution located at 4925 Commerce Drive in Bakersfield, California, United States. 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 seeking advice on estate planning, our experts are here to provide you with comprehensive financial solutions tailored to your individual needs. Trust Trovato Wealth Management to guide you towards a secure and prosperous financial future.
4925 Commerce Dr STE 100, Bakersfield, CA 93309, United States -
Merrill Lynch Wealth Management Advisor Bradford L McNaughto
● OpenMerrill Lynch Wealth Management Advisor Bradford L McNaughto is a finance institution located at 5080 California Avenue, Bakersfield, California, United States. They offer personalized financial strategies to help clients pursue their long-term goals. The institution believes in building strong client relationships based on trust and personalized service. With access to the investment insights of Merrill and banking solutions from Bank of America, they work with clients to develop customized approaches to address their financial needs. The team is comprised of talented and experienced individuals committed to helping clients achieve their financial goals. Through the Merrill Personal Wealth Analysis™, they can build and document personalized plans centered on client goals. The institution believes in staying connected with clients to discuss any changes in their life or financial approach, ensuring they stay on track to achieve what's most important to them. Merrill Lynch Wealth Management Advisors are dedicated to helping clients navigate the financial complexities of life and build customized investment approaches to address their needs and pursue their goals. With a focus on personalized investment strategies and comprehensive financial solutions, clients can trust Merrill Lynch Wealth Management Advisor Bradford L McNaughto to guide them towards financial success.
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Barnes Wealth Management: O'Donnell Dani M
● OpenBarnes Wealth Management: O'Donnell Dani M is a reputable finance institution located at 5060 California Avenue in Bakersfield, California, United States. With a focus on providing personalized financial planning and wealth management services, the institution is dedicated to helping individuals and families achieve their financial goals. Led by experienced professionals, Barnes Wealth Management offers a range of services tailored to meet the unique needs of each client, including investment management, retirement planning, and estate planning. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Barnes Wealth Management: O'Donnell Dani M is committed to guiding you towards financial success.
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Leonard Penner - BancWest Investment Services Financial Advisor
● ClosedLeonard Penner - BancWest Investment Services Financial Advisor is a leading finance institution located at 5201 California Avenue in Bakersfield, California. As a trusted financial advisor, Leonard Penner provides expert guidance and personalized financial solutions to help clients achieve their investment goals. With a strong focus on customer service and a commitment to excellence, Leonard Penner - BancWest Investment Services is dedicated to helping clients navigate the complexities of the financial market and make informed decisions for their financial future.
5201 California Ave, Bakersfield, CA 93309, United States -
Legacy Partners Services Inc.
● ClosedLegacy 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.
4903 Calloway Dr #102, Bakersfield, CA 93312, United States -
Sandoval Tax CPAs, Inc.
● ClosedSandoval Tax CPAs, Inc. is a CPA Firm located at 3877 Stockdale Highway in Bakersfield, California. We specialize in providing professional tax and accounting services to business owners across all 50 states. Our mission is to help business owners save money in taxes through proactive tax planning strategies, ultimately allowing them to invest back into their businesses, support their families, employees, and communities. Our tax services include tax planning and tax preparation, with a focus on reviewing the business owner's choice of entity, tax deductions, credits, retirement, and specific strategies tailored to their industry. We have successfully saved business owners tens of thousands of dollars in taxes by ensuring they are operating under the most tax-efficient entity.
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Abir M Pulskamp - State Farm Insurance Agent
● ClosedAbir 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.
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Darlene Denison - State Farm Insurance Agent
● ClosedDarlene Denison - State Farm Insurance Agent is an insurance agency located at 4903 Calloway Drive in Bakersfield, California. Situated at the corner of Calloway and Noriega, across from Riverlakes Golf Course Hole #4 and #5, our team of professionals are approved by the State of California Department of Insurance to offer life, health, auto, and fire insurance products. We are committed to providing personal service to our customers and giving back to the community through special events and projects. At Darlene Denison - State Farm Agent, we have a growing agency with big dreams and lots of potential. If you are a hard worker who expects results, we want to meet you and discuss the opportunities we have available. Join our energetic and fun team today!
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Valley Strong Credit Union
● ClosedValley Strong Credit Union is a trusted financial institution located at 6101 Coffee Road in Bakersfield, California. As a credit union, they offer a range of financial services to their members, including savings accounts, loans, and more. With a commitment to providing excellent customer service and competitive rates, Valley Strong Credit Union is dedicated to helping their members achieve their financial goals. Visit them today to learn more about how they can help you manage your finances effectively.
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RE/MAX Golden Empire
● ClosedRE/MAX Golden Empire is a reputable real estate agency based in Bakersfield, California. Located at 3955 Coffee Road, this institution is known for its experienced agents who provide top-notch service to clients looking to buy or sell properties in the area. With a strong presence in the local market, RE/MAX Golden Empire is dedicated to helping clients achieve their real estate goals efficiently and effectively. Whether you are a first-time homebuyer or a seasoned investor, you can trust RE/MAX Golden Empire to guide you through the process with professionalism and expertise. Contact them today to experience the difference that their personalized service can make in your real estate journey.
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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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Golden Valley Real Estate Group
● ClosedGolden Valley Real Estate Group is a reputable real estate agency located at 4700 Stockdale Highway in Bakersfield, California. Our team of experienced agents are dedicated to helping clients buy, sell, and rent properties in the area. With a focus on providing exceptional customer service and personalized attention, we strive to make the real estate process as smooth and stress-free as possible. Whether you are looking to purchase your dream home, sell your current property, or find the perfect rental, Golden Valley Real Estate Group is here to help you every step of the way. Contact us today to see how we can assist you with all of your real estate needs.
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Valley Strong Credit Union
● ClosedValley Strong Credit Union is a trusted financial institution located at 4530 Ming Avenue in Bakersfield, California. As a credit union, Valley Strong is dedicated to providing personalized financial services to its members, helping them achieve their financial goals and build a secure future. Whether you need a checking account, savings account, loans, or investment opportunities, Valley Strong Credit Union offers a wide range of products and services to meet your needs. Visit us today and experience the difference of banking with a community-focused institution like Valley Strong Credit Union.
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H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 4703 Stockdale Highway 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 looking for help with your personal finances or a business in need of accounting assistance, H&R Block is dedicated to providing expert guidance and support to help you achieve your financial goals.
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Bankers Life
● ClosedBankers 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!
4900 California Ave Ste 430A, Bakersfield, CA 93309, United StatesAdvertisements -
Paine Financial & Insurance
● OpenPaine Financial & Insurance is a reputable insurance agency located at 5001 California Avenue in Bakersfield, California. With a strong commitment to providing personalized and comprehensive insurance solutions, our experienced team of professionals is dedicated to helping clients protect their assets and secure their financial future. Whether you are in need of auto, home, life, or business insurance, we are here to assist you every step of the way. Contact us today to schedule a consultation and learn more about how we can meet your insurance needs.
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Strata Credit Union- Riverlakes
● ClosedStrata Credit Union- Riverlakes is a financial institution located at 4180 Coffee Road in Bakersfield, California, United States. As a credit union, it offers a range of financial services including banking, loans, and investments. Additionally, it provides ATM services for convenient access to cash. With a focus on serving the community and helping individuals achieve their financial goals, Strata Credit Union- Riverlakes is a trusted partner for all your banking needs.
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The Shirvanian Law Firm
● OpenThe Shirvanian Law Firm is a reputable institution located at 4900 California Avenue in Bakersfield, California, United States. With additional offices in Glendale and another location in Bakersfield, the firm is dedicated to providing top-notch legal services to clients in need. Led by licensed personal injury attorney Narbeh Shirvanian, the firm specializes in prosecuting and defending civil lawsuits involving personal injuries, accidents, and wrongful death cases. With twelve years of experience, Shirvanian and his team are committed to representing clients with care, respect, and attention to detail. The Shirvanian Law Firm offers free consultations and 24/7 legal support to help clients navigate their personal injury cases. The firm covers all case costs with zero charge to clients, ensuring that they invest the time, money, and resources needed to achieve justice and fair outcomes. The team at Shirvanian Law is dedicated to maximizing clients' cases, from getting the most value for total loss claims to managing personal injury claims to avoid any gaps in treatment.
4900 California Ave Tower B, 2nd Floor, Bakersfield, CA 93309, United StatesAdvertisements -
Darlene Denison - State Farm Insurance Agent
● ClosedDarlene 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.
5701 Young St Building B Suite 303, Bakersfield, CA 93311, United States -
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 -
Charpentier Wealth Strategies
● ClosedCharpentier 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.
5001 California Ave Suite 125, Bakersfield, CA 93309, United States -
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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