TOP 30 Investments in Bakersfield, California
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Merrill Lynch Financial Advisor Bradford L McNaughton
● ClosedMerrill Lynch Financial Advisor Bradford L McNaughton, located at 5080 California Avenue in Bakersfield, California, is dedicated to helping clients develop personalized financial strategies to pursue their long-term goals. Whether it's planning for retirement, saving for a home, or funding a child's education, the institution offers one-on-one consultations to understand each client's unique needs and priorities. With access to the investment insights of Merrill and banking solutions from Bank of America, the institution's team of experienced professionals works to design customized approaches tailored to address the financial needs of each client. Through the Merrill Personal Wealth Analysis™ process, clients can build and document personalized plans centered on their goals and aspirations.
5080 California Ave Suite 102, Bakersfield, CA 93309, United States -
Merrill Lynch Financial Advisor Blake Goehring
● ClosedMerrill Lynch Financial Advisor Blake Goehring, located at 5080 California Avenue, Suite 102, Bakersfield, California, United States, is a finance institution dedicated to managing your wealth with a personalized approach. By understanding your financial goals and priorities, Blake Goehring can create a flexible strategy tailored to today's market conditions. With access to investment insights from Merrill and banking solutions from Bank of America, he can help you pursue your financial objectives through personalized wealth management strategies. Blake Goehring follows the Merrill tradition of community involvement, volunteering with local organizations to give back. Through the Merrill Personal Wealth Analysis™, a personalized plan can be built centered around your goals and aspirations. By engaging in conversations and understanding your unique investment preferences, Blake Goehring can help customize a financial approach to suit your needs.
5080 California Ave Suite 102, Bakersfield, CA 93309, United States -
Edward Jones - Financial Advisor: Crystal M Zazueta
● ClosedEdward Jones - Financial Advisor: Crystal M Zazueta is a leading finance institution located at 7906 Downing Avenue in Bakersfield, California, United States. Crystal M Zazueta is dedicated to providing personalized financial planning and investment services to individuals, families, and businesses. With a focus on building long-term relationships and helping clients achieve their financial goals, Edward Jones - Financial Advisor: Crystal M Zazueta is committed to providing expert guidance and tailored solutions to meet the unique needs of each client. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Crystal M Zazueta and her team are here to help you navigate the complexities of the financial world and secure your financial future.
7906 Downing Ave Ste A, Bakersfield, CA 93308, United States -
Dan Bertolucci - Morgan Stanley
● OpenDan 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.
9100 Ming Ave Suite 205, Bakersfield, CA 93311, United States -
X Advisors
● ClosedX Advisors is a leading financial consulting firm located at 5401 Business Park South in Bakersfield, California. Our team of experienced advisors provides personalized financial planning services to help individuals and businesses achieve their financial goals. Whether you are looking to invest, save for retirement, or plan for your children's education, our experts are here to guide you every step of the way. Trust X Advisors to provide you with expert advice and tailored solutions to secure your financial future.
5401 Business Park S STE 105, Bakersfield, CA 93309, United States -
Stifel
● ClosedStifel 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.
5060 California Ave #1140, Bakersfield, CA 93309, United States -
Portfolio Funding
● ClosedPortfolio Funding is a finance institution located at 4420 Easton Drive, Bakersfield, California, United States. Our team understands the importance of creativity, tenacity, and teamwork, as we have backgrounds in poetry, dance, competitive sports, and real estate. We specialize in mortgage brokerage and are dedicated to helping our clients achieve their dreams through leveraging their investment properties. At Portfolio Funding, we believe in cash flow and strive to provide the resources and support needed for financial success. Join us at Portfolio Funding / Real Estate Cash Flow Network, Inc. and let us be your investor's best friend.
4420 Easton Dr # 101, Bakersfield, CA 93309, United States -
Principal Financial Group
● ClosedPrincipal 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.
4900 California Ave #120b, Bakersfield, CA 93309, United States -
Karamjeet Kaur
● ClosedKaramjeet Kaur is a reputable finance institution located at 4900 California Avenue in Bakersfield, California, United States. With a focus on providing expert financial services, Karamjeet Kaur offers a range of solutions to meet the diverse needs of their clients. Whether you are looking for investment advice, financial planning, or assistance with loans and mortgages, the dedicated team at Karamjeet Kaur is committed to helping you achieve your financial goals. Visit their office today to learn more about how they can help you secure your financial future.
4900 California Ave Tower B, Suite 210, Bakersfield, CA 93309, United States -
Gold & Silver Trading Co (Formerly Rosedale Pawn)
● ClosedGold & Silver Trading Co (Formerly Rosedale Pawn) is a reputable finance institution located at 5831 Rosedale Highway in Bakersfield, California. Specializing in buying and selling gold and silver, this establishment offers a secure and trustworthy way to invest in precious metals. With a team of experienced professionals, customers can expect top-notch service and competitive prices. Whether you are looking to pawn your valuables or purchase precious metals, Gold & Silver Trading Co is the go-to destination for all your financial needs.
5831 Rosedale Hwy, Bakersfield, CA 93308, United States -
Clean Break
● OpenClean Break is a reputable institution located at 9400 Tokeland Court in Bakersfield, California, United States. We specialize in providing customized cleaning services for homes, offices, and investment properties. Our commitment is to offer high-quality cleaning services at a reasonable cost, using the most effective and environmentally friendly products on the market. At Clean Break, we prioritize the education and training of our employees to ensure that we stay up-to-date with the latest equipment, products, and solutions for our customers. We strive to build strong relationships with our customers based on trust and performance, aiming for them to see us as their friends. Trust Clean Break to provide you with top-notch cleaning services that meet your needs and exceed your expectations.
9400 Tokeland Ct, Bakersfield, CA 93312, United States -
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.
4703 Stockdale Hwy, Bakersfield, CA 93309, United States -
H&R Block
● ClosedH&R Block is a well-known accounting and finance institution located at 2701 Calloway Drive 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 or a business owner, H&R Block is dedicated to providing expert guidance and support to help you achieve your financial goals. Visit their office today to learn more about how they can assist you with your accounting and finance needs.
2701 Calloway Dr Ste 416 Ste 110P, 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.
3877 Stockdale Hwy, Bakersfield, CA 93309, United States -
Ram Martinez - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedRam 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.
11001 River Run Blvd Ste 100, Bakersfield, CA 93311, United States -
David Ivarie - Morgan Stanley
● OpenDavid Ivarie - Morgan Stanley is a reputable finance institution located at 9100 Ming Avenue in Bakersfield, California, United States. With a strong focus on providing personalized financial services and investment solutions, our team of professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, David Ivarie - Morgan Stanley is here to offer expert guidance and support. Trust in our experience and expertise to help you secure a brighter financial future.
9100 Ming Ave Suite 205, Bakersfield, CA 93311, United States -
Douglas G Payne - Morgan Stanley
● OpenDouglas 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.
9100 Ming Ave Suite 205, Bakersfield, CA 93311, United States -
Tax Advantages
● ClosedTax 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.
5500 Ming Ave Suite 254, Bakersfield, CA 93309, United States -
Taxes Plus More
● ClosedTaxes Plus More is a trusted accounting and finance institution located at 6721 White Lane in Bakersfield, California. With a team of experienced professionals, we provide a wide range of services including tax preparation, bookkeeping, financial planning, and more. Our goal is to help individuals and businesses navigate the complex world of finances with ease and confidence. Whether you need help with tax filing or want to improve your financial strategy, Taxes Plus More is here to assist you every step of the way. Visit us today to learn more about how we can help you achieve your financial goals.
6721 White Ln, Bakersfield, CA 93309, United States -
Capital Tax Services
● ClosedCapital Tax Services is a leading accounting and finance institution located at 5630 District Boulevard in Bakersfield, California, United States. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses alike. Whether you need help with tax preparation, planning, or filing, we are here to assist you every step of the way. Trust Capital Tax Services for all your financial needs and let us help you achieve your goals.
5630 District Blvd #117, Bakersfield, CA 93313, United States -
Brennan Millan & Company, Inc.
● ClosedBrennan 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.
9720 Brimhall Rd STE 100, Bakersfield, CA 93312, United States -
Borda Mortgage
● ClosedWelcome to Borda Mortgage Associates, your trusted partner in financing your dream home. Located at 743 Main Street, Cambria, California, we proudly serve all of California with our expert mortgage solutions. Whether you're a first-time homebuyer or looking to refinance, our dedicated team is here to offer personalized service and the lowest rates in the industry. At Borda Mortgage, we understand that every client’s needs are unique. That’s why we provide custom rate quotes tailored just for you. Our mortgage calculators are designed to help you explore the best loan options, calculate your mortgage, interest rates, and more, ensuring you make informed decisions about your investment.
743 Main Street, Cambria, California 93428, United States -
Community West Bank
● ClosedWelcome 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.
1463 South Victoria Avenue, Ventura, California 93003, United States
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