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TOP 30 Investment risk management in Bakersfield, CA
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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.
Darlene Denison - State Farm Insurance Agent
Darlene 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!
Kathy Herm - State Farm Insurance Agent
Kathy Herm - State Farm Insurance Agent is a trusted insurance agency located at 6515 Panama Lane in Bakersfield, California. They offer a range of insurance services to help protect you and your assets. Whether you need auto, home, life, or motorcycle insurance, Kathy Herm and her team are here to help. In addition to insurance services, Kathy Herm - State Farm Insurance Agent also provides valuable information on topics such as credit building, motorcycle safety, and the dangers of drunk driving. Their goal is to help you make informed decisions that will keep you safe and protected.
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.
Bank of America Private Client Advisor Samuel (Sam) Miller
Bank of America Private Client Advisor Samuel (Sam) Miller, located at 500 Newport Center Drive in Newport Beach, California, is a Senior Vice President and Private Client Advisor with Bank of America Private Bank. Sam works closely with high-net-worth individuals, business executives, entrepreneurs, and family offices to offer strategic solutions utilizing Bank of America's extensive resources. With experience in wealth structuring, credit and banking, investment management, business and succession planning, and trust and estate planning, Sam is known for his ability to explain complex strategies in an easy-to-understand way. Sam earned his Bachelor's degree in Spanish and his M.B.A. from California State University-Bakersfield, and is a perpetual learner who volunteers with youth sports programs in his community. Bank of America Private Bank has been helping clients manage significant wealth for over 200 years, offering personalized approaches and the resources of Bank of America to help individuals, families, businesses, and institutions achieve their financial objectives. Whether you're looking to preserve and share wealth, build philanthropic legacies, or plan for future growth, Bank of America Private Bank is committed to making your goals a priority.
John Rodgers - Financial Advisor, Ameriprise Financial Services, LLC
John Rodgers is a highly experienced financial advisor at Ameriprise Financial Services, LLC located at 5001 California Avenue in Bakersfield, California. With a commitment to providing personalized financial planning and investment management services, John and his team work closely with clients to help them achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your wealth, John Rodgers can help you navigate the complex world of finance with confidence and peace of mind.
Jason Cohen - UBS Financial Services Inc.
Jason Cohen - UBS Financial Services Inc. is a reputable finance institution located at 9201 Camino Media in Bakersfield, California. As a branch of UBS Financial Services Inc., they offer a wide range of financial services to meet the diverse needs of their clients. With a team of experienced professionals, they provide personalized investment advice, wealth management solutions, and comprehensive financial planning services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Jason Cohen - UBS Financial Services Inc. is committed to helping you achieve your financial goals.
Merrill Lynch Financial Advisor Brian Self
Merrill Lynch Financial Advisor Brian Self is a reputable finance institution located at 5080 California Avenue in Bakersfield, California, United States. As a trusted financial advisor, Brian Self provides personalized financial planning and investment solutions to help clients achieve their financial goals. With a strong background in finance and a commitment to client satisfaction, Merrill Lynch Financial Advisor Brian Self is dedicated to providing expert guidance and support to individuals and businesses seeking to secure their 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.
Ram Martinez - Financial Advisor, Ameriprise Financial Services, LLC
Ram Martinez - Financial Advisor, Ameriprise Financial Services, LLC, located at 11001 River Run Boulevard in Bakersfield, California, is a finance institution that offers a range of services to help clients achieve their financial goals. With background and qualification information available on FINRA's BrokerCheck website, clients can trust in Ram Martinez's expertise. The institution provides a Client Relationship Summary Disclosure to give clients insight into the current market trends and potential investment opportunities. Risk tolerance is a key factor in determining the most suitable investment strategy for each client, and Ram Martinez can help assess this important aspect. By conducting securities business only with residents of properly registered states, Ameriprise Financial ensures compliance with regulations. Clients can expect a comprehensive overview of financial planning concepts during the initial consultation. While future financial results cannot be guaranteed, clients can trust in the expertise and dedication of Ram Martinez and the team at Ameriprise Financial. With a focus on privacy and security, clients can rest assured that their financial information is in safe hands. Whether referring friends or family members, clients can be confident that Ram Martinez will provide the same level of personalized service and attention to detail. With a commitment to helping clients achieve their financial goals, Ameriprise Financial Services, LLC is a trusted partner in financial planning.
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