TOP 30 Best Long term investment solutions in Bakersfield, California
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WealthTarget Investment Advisors, LLC
WealthTarget 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.
Leonard Penner - BancWest Investment Services Financial Advisor
Leonard 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.
Legacy Partners Services Inc.
Legacy 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.
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.
Golden Valley Real Estate Group
Golden 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.
Bankers Life
Bankers 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!
Paine Financial & Insurance
Paine 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.
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.
Arrive Financial & Insurance Services
Arrive Financial & Insurance Services, located at 900 Mohawk Street in Bakersfield, California, is a finance institution that takes an educational approach to financial services. Their mission is to provide families and businesses with innovative financial strategies, solutions, and planning to achieve financial clarity, security, and overall well-being. Building lifelong relationships with clients is a key aspect of their success. Specializing in both long-term and short-term financial strategies, Arrive Financial & Insurance Services offers creative solutions through an open and transparent process to help clients reach their financial goals and work towards financial independence. They can help clients plan for retirement by maximizing qualified-retirement plans, Social Security, personal savings, and investments.
Howard Financial
Howard 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.
Charpentier Wealth Strategies
Charpentier 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.
Edward Jones - Financial Advisor: Lourdes M Arrubla, CFP®|AAMS™
Edward Jones - Financial Advisor: Lourdes M Arrubla, CFP®|AAMS™ is a reputable finance institution located at 1620 Mill Rock Way in Bakersfield, California, United States. Specializing in personalized financial planning, Lourdes M Arrubla is a Certified Financial Planner and Accredited Asset Management Specialist dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships and providing tailored investment solutions, this institution offers expert guidance and support to individuals looking to secure their financial future.
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.
Selfridge Financial Design
Selfridge Financial Design is a reputable finance institution located at 4900 California Avenue in Bakersfield, California. Our team of experienced financial experts is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking to invest, plan for retirement, or secure a loan, we are here to guide you every step of the way. Trust Selfridge Financial Design to help you design a secure financial future.
Community West Bank
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.
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.
New York Life
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.
Lauro Braganza - Prudential Financial
Lauro Braganza - Prudential Financial is a reputable finance and insurance agency located at 5401 Business Park South in Bakersfield, California, United States. With a focus on providing top-notch financial services and insurance solutions, this institution is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. The experienced team at Lauro Braganza - Prudential Financial is committed to delivering personalized and professional service to all clients, ensuring they receive the best possible advice and support. Whether you are looking for investment guidance, retirement planning, or insurance coverage, this institution has the expertise and resources to meet your needs. Trust Lauro Braganza - Prudential Financial to help you secure your financial future.
Bowles Financial & Insurance Group
Bowles Financial & Insurance Group is a reputable finance institution located at 200 New Stine Road in Bakersfield, California, United States. With a team of experienced professionals, they offer a wide range of financial and insurance services to help individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment advice, or insurance coverage, Bowles Financial & Insurance Group is dedicated to providing personalized solutions tailored to your specific needs. Trustworthy and reliable, they are committed to helping you secure a stable financial future.
Merrill Lynch Financial Advisor Craig M Huff
Merrill Lynch Financial Advisor Craig M Huff, located at 5080 California Avenue in Bakersfield, California, offers personalized and tailored financial strategies for affluent families and successful business owners. With over 30 years of experience, Craig is dedicated to building enduring client relationships and providing customized financial solutions. Working with a team of specialists, he offers strategies for cash management, financing, and succession planning. By understanding each client's unique needs and risk tolerance, Craig develops intelligent and thoughtful financial plans to help clients achieve their goals. As a California native with a background in Economics and Computer Science, Craig enjoys volunteering in the community and engaging in various outdoor activities. With a focus on personalized service and long-term financial success, Merrill Lynch Financial Advisor Craig M Huff is committed to helping clients navigate the complexities of their financial lives.
Pacific Advisors
Pacific Advisors is a leading finance institution located at 5401 Business Park South in Bakersfield, California, United States. With a strong commitment to providing personalized financial solutions, Pacific Advisors offers a wide range of services including investment management, retirement planning, insurance, and wealth management. Our team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Contact us today to learn more about how Pacific Advisors can help you navigate the complexities of the financial world.
David Westerfeld - Stifel
David Westerfeld - Stifel is a reputable finance institution located at 5060 California Avenue in Bakersfield, California, United States. Specializing in financial services, the institution offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. With a team of experienced professionals, David Westerfeld - Stifel is dedicated to providing personalized and tailored financial advice to individuals and businesses alike. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, David Westerfeld - Stifel is committed to helping you secure a stable financial future.
Trovato Wealth Management
Trovato 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.
Merrill Lynch Wealth Management Advisor Bradford L McNaughto
Merrill 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.
Edward Jones - Financial Advisor: Kristine S Hertin, AAMS™|CRPS™
Edward Jones - Financial Advisor: Kristine S Hertin, AAMS™|CRPS™ is a reputable financial institution located at 4701 Corporate Court in Bakersfield, California. Specializing in finance, this institution offers a range of services to help clients achieve their financial goals. Kristine S Hertin, a certified Accredited Asset Management Specialist (AAMS) and Chartered Retirement Plans Specialist (CRPS), provides expert advice and personalized solutions to meet each client's unique needs. With a commitment to excellence and a focus on building long-term relationships, this institution is dedicated to helping clients secure their financial future.
Edward Jones - Financial Advisor: Elizabeth Varela
Edward Jones - Financial Advisor: Elizabeth Varela is a reputable finance institution located at 1620 Mill Rock Way in Bakersfield, California, United States. Elizabeth Varela is a dedicated and experienced financial advisor who helps clients achieve their financial goals through personalized investment strategies and expert financial planning services. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Elizabeth Varela is committed to providing top-notch financial advice and guidance. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Elizabeth Varela is the go-to institution for all your financial needs.
Christopher G. McGehee - UBS Financial Services Inc.
Christopher G. McGehee - UBS Financial Services Inc. is a reputable finance institution located at 9201 Camino Media in Bakersfield, California, United States. With a strong focus on providing top-notch financial services, they offer a wide range of investment options and wealth management solutions to help clients achieve their financial goals. The team at Christopher G. McGehee - UBS Financial Services Inc. is dedicated to providing personalized and professional service to each client, ensuring their financial needs are met with expertise and care. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Christopher G. McGehee - UBS Financial Services Inc. is committed to helping you navigate the complex world of finance with confidence.
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.
Payne Lockard Kreizenbeck Group - Morgan Stanley
The Payne Lockard Kreizenbeck Group at Morgan Stanley is a leading financial institution located at 9100 Ming Avenue in Bakersfield, California. With a team of experienced professionals, they offer a wide range of financial services to help clients achieve their goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your wealth, the experts at Payne Lockard Kreizenbeck Group are dedicated to providing personalized solutions tailored to your individual needs. Trust in their expertise and experience to navigate the complexities of the financial world and help you make informed decisions for a secure financial future.
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