Personalized financial planning services in Bakersfield, California
92 results found
Search for local businesses, places and services near you
- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- Italy
- Poland
- Germany
-
Kingdom Tax Service
● ClosedKingdom Tax Service is a trusted institution located at 3208 Stine Road in Bakersfield, California. Specializing in accounting, finance, and insurance services, our team of experienced professionals is dedicated to helping individuals and businesses navigate the complexities of taxes and financial planning. Whether you need assistance with tax preparation, bookkeeping, or insurance coverage, Kingdom Tax Service is committed to providing personalized and reliable solutions to meet your specific needs. Visit us today to experience our top-notch services and expertise in the field.
3208 Stine Rd, Bakersfield, CA 93309, United States -
OneMain Financial
● ClosedOneMain Financial is a finance institution located at 9680 Hageman Road in Bakersfield, California, United States. They offer a variety of financial services including personal loans, debt consolidation, and auto loans. With a focus on providing personalized solutions for their customers, OneMain Financial aims to help individuals achieve their financial goals and improve their overall financial well-being. Their experienced team of professionals is dedicated to providing excellent customer service and helping clients navigate the world of personal finance.
9680 Hageman Rd ste d, Bakersfield, CA 93312, United States -
Federated Loan Services
● ClosedFederated Loan Services is a trusted finance institution located at 200 New Stine Road in Bakersfield, California, United States. We specialize in providing a wide range of loan services to help individuals and businesses achieve their financial goals. Our experienced team of professionals is committed to providing personalized solutions and exceptional customer service. Whether you need a personal loan, business loan, or mortgage, Federated Loan Services is here to help you every step of the way. Visit us today to learn more about our competitive rates and flexible repayment options.
200 New Stine Rd #229, Bakersfield, CA 93309, United States -
Lauro Braganza - Prudential Financial
● OpenLauro 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.
5401 Business Park S #212, Bakersfield, CA 93309, United States -
Creations Financial and Insurance Services, Inc.
● ClosedCreations Financial and Insurance Services, Inc. is a finance institution located at 2236 South Broadway, Santa Maria, California, United States. With additional locations in Bakersfield, Visalia, and Los Osos, we are dedicated to helping you protect your hard-earned money and plan for a successful retirement. Our focus is on long-term financial stability, offering products like annuities and life insurance to keep your money safe from market downturns. Our experienced team is here to educate and assist you in creating a strategy that you can feel confident in. Contact us to schedule a one-on-one appointment or attend one of our informative seminars. Creations Financial is backed by the claims-paying ability of the carrier and offers a reasonable rate of return over time. Please note that this site is for informational purposes only and does not constitute a solicitation for any product or investment. Consult with a licensed professional for personalized advice.
2236 S Broadway, Santa Maria, CA 93454, United States -
Arrive Financial & Insurance Services
● ClosedArrive 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.
900 Mohawk St, Bakersfield, CA 93309, United States -
Bowles Financial & Insurance Group
● OpenBowles 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.
200 New Stine Rd # 150, Bakersfield, CA 93309, United States -
Zuk Financial Group
● OpenZuk Financial Group is a leading financial institution located at 5301 Office Park Drive in Bakersfield, California, United States. Specializing in finance, Zuk Financial Group offers a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Zuk Financial Group provides expert advice and personalized solutions to meet the unique needs of each client. Whether you are looking to invest, plan for retirement, or secure a loan, Zuk Financial Group is dedicated to helping you navigate the complexities of the financial world with confidence and success.
5301 Office Park Dr Suite 125, Bakersfield, CA 93309, United States -
UBS Financial Services Inc.
● OpenUBS 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.
9201 Camino Media # 230, Bakersfield, CA 93311, United States -
Merrill Lynch Financial Advisor Craig M Huff
● ClosedMerrill 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.
5080 California Ave Suite 102, Bakersfield, CA 93309, United States -
Edward Jones - Financial Advisor: John J Lock, AAMS™
● ClosedEdward Jones - Financial Advisor: John J Lock, AAMS™ is a reputable financial institution located at 4300 Coffee Road in Bakersfield, California, United States. With a focus on personalized financial planning and investment strategies, John J Lock, AAMS™ offers expert advice and guidance to help clients achieve their financial goals. Whether you are looking to save for retirement, invest for the future, or plan for your children's education, John J Lock, AAMS™ is dedicated to providing top-notch service and support. Trust in this institution to help you navigate the complexities of the financial world and secure a stable financial future.
4300 Coffee Rd Suite 3, Bakersfield, CA 93308, United States -
Ironwood Retirement Plan Consultants
● ClosedIronwood Retirement Plan Consultants is a leading finance institution located at 5060 California Avenue in Bakersfield, California, United States. Specializing in retirement planning, our team of experts provides personalized consulting services to help individuals and businesses achieve their financial goals for the future. With a focus on maximizing savings and investments, we offer comprehensive retirement planning strategies tailored to each client's unique needs. Trust Ironwood Retirement Plan Consultants to guide you towards a secure and prosperous retirement.
5060 California Ave #1020, Bakersfield, CA 93309, United States -
Edward Jones - Financial Advisor: Kristine S Hertin, AAMS™|CRPS™
● OpenEdward 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.
4701 Corporate Ct Suite 112, Bakersfield, CA 93311, United States -
Edward Jones - Financial Advisor: Elizabeth Varela
● OpenEdward 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.
1620 Mill Rock Way Suite 600, Bakersfield, CA 93311, United States -
Christopher G. McGehee - UBS Financial Services Inc.
● OpenChristopher 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.
9201 Camino Media # 230, Bakersfield, CA 93311, United States -
John Rodgers - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJohn 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.
5001 California Ave #128, Bakersfield, CA 93309, United States -
Jason Cohen - UBS Financial Services Inc.
● OpenJason 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.
9201 Camino Media # 230, Bakersfield, CA 93311, United States -
Rick L. Scott - Financial Advisor, Ameriprise Financial Services, LLC
● OpenRick 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.
5001 California Ave #128, Bakersfield, CA 93309, United States -
Edward Jones - Financial Advisor: Jeffrey Bell, CFP®|CPWA®|AAMS™
● OpenEdward Jones - Financial Advisor: Jeffrey Bell, CFP®|CPWA®|AAMS™ is a reputable finance institution located at 5201 California Avenue in Bakersfield, California, United States. With a team led by Jeffrey Bell, who holds certifications as a Certified Financial Planner (CFP®), Certified Private Wealth Advisor (CPWA®), and Accredited Asset Management Specialist (AAMS™), clients can expect expert financial advice and personalized wealth management services. Whether you are looking to plan for retirement, invest for the future, or manage your assets, Edward Jones - Financial Advisor: Jeffrey Bell, CFP®|CPWA®|AAMS™ is dedicated to helping you achieve your financial goals.
5201 California Ave STE 340, Bakersfield, CA 93309, United States -
Raymond James Financial Services
● OpenRaymond 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.
5201 California Ave, Bakersfield, CA 93309, United States -
Brad Hannink - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedBrad Hannink is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 11001 River Run Boulevard in Bakersfield, California. With a focus on providing personalized financial planning and investment management services, Brad helps his clients achieve their financial goals and secure their future. As a trusted advisor, Brad offers expert guidance and tailored solutions to help individuals and families build and preserve their wealth. Whether you are planning for retirement, saving for college, or looking to grow your investments, Brad Hannink and Ameriprise Financial Services, LLC are here to help you navigate the complexities of the financial world with confidence and peace of mind.
11001 River Run Blvd Ste 100, Bakersfield, CA 93311, United States -
Tim Werdel - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedTim Werdel - Financial Advisor, Ameriprise Financial Services, LLC, is a trusted finance institution located at 1620 Mill Rock Way in Bakersfield, California. With a focus on providing personalized financial planning and investment services, Tim Werdel and his team strive to help clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Tim Werdel - Financial Advisor, Ameriprise Financial Services, LLC, is dedicated to providing expert guidance and support every step of the way. Contact them today to start your journey towards financial success.
1620 Mill Rock Way STE 200, Bakersfield, CA 93311, United States -
Philippe P Heglin - Associate Financial Advisor, Ameriprise Financial Services, LLC
● ClosedPhilippe P Heglin is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 11001 River Run Boulevard in Bakersfield, California. With a focus on providing personalized financial planning and investment advice, Philippe and his team work closely with clients to help them achieve their financial goals. Whether it's retirement planning, wealth management, or estate planning, they offer a range of services to meet the diverse needs of their clients. With a commitment to integrity and excellence, Philippe P Heglin and Ameriprise Financial Services, LLC are dedicated to helping individuals and families secure their financial future.
11001 River Run Blvd Ste 100, Bakersfield, CA 93311, United States -
Lance Mackall - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedLance Mackall, a financial advisor at Ameriprise Financial Services, LLC, is dedicated to helping clients in Bakersfield, California achieve their financial goals. With a focus on personalized financial planning and investment strategies, Lance Mackall provides expert guidance to individuals and families looking to secure their financial future. Located at 5001 California Avenue, Lance Mackall's office offers a welcoming and professional environment for clients to discuss their financial needs and develop a customized plan for success. Trust Lance Mackall and Ameriprise Financial Services, LLC to provide top-notch financial advice and support in Bakersfield, California.
5001 California Ave #128, Bakersfield, CA 93309, United States -
Antonio Carlos Beccari - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedAntonio 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.
1620 Mill Rock Way STE 200, Bakersfield, CA 93311, United States -
Hannink, Tanuwijaya & Martinez - Ameriprise Financial Services, LLC
● ClosedHannink, Tanuwijaya & Martinez - Ameriprise Financial Services, LLC is a finance institution located at 11001 River Run Boulevard in Bakersfield, California, United States. With a team of experienced financial advisors, they offer a wide range of services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, the professionals at Hannink, Tanuwijaya & Martinez are dedicated to providing personalized solutions tailored to your specific needs. Trustworthy and reliable, they strive to help clients navigate the complexities of the financial world with confidence and peace of mind.
11001 River Run Blvd Ste 100, Bakersfield, CA 93311, United States -
Sturm Financial
● ClosedSturm Financial is a reputable finance institution located at 5401 Business Park South in Bakersfield, California, United States. With a strong focus on providing personalized financial solutions to individuals and businesses, Sturm Financial offers a wide range of services including investment management, wealth planning, and retirement planning. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit Sturm Financial today to learn more about their comprehensive financial services.
5401 Business Park S, Bakersfield, CA 93309, United States -
Merrill Lynch Financial Advisor Brian Self
● ClosedMerrill 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.
5080 California Ave Suite 102, Bakersfield, CA 93309, United States -
Rick Yanez - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedRick Yanez - Financial Advisor at Ameriprise Financial Services, LLC is a trusted financial institution located at 5001 California Avenue in Bakersfield, California. With a focus on providing personalized financial advice and services, Rick Yanez helps clients navigate their financial goals and plan for a secure future. Whether you are looking to invest, save for retirement, or manage your wealth, Rick Yanez and his team are dedicated to helping you achieve financial success. Contact them today to schedule a consultation and take the first step towards financial security.
5001 California Ave #128, Bakersfield, CA 93309, United States -
Edward Jones - Financial Advisor: Ollie Mulligan
● ClosedEdward Jones - Financial Advisor: Ollie Mulligan is a trusted financial institution located at 1100 Mohawk Street in Bakersfield, California. As a dedicated financial advisor, Ollie Mulligan provides personalized investment strategies and guidance to help clients achieve their financial goals. With a focus on building long-term relationships, Edward Jones offers a wide range of financial services including retirement planning, wealth management, and education savings. Whether you are planning for the future or looking to grow your investments, Edward Jones - Financial Advisor: Ollie Mulligan is committed to providing expert advice and exceptional service to clients in the Bakersfield area.
1100 Mohawk St STE 180, Bakersfield, CA 93309, United States
- Notary
- Tax consultant
- Tax preparation services
- Personal loan
- Payday loans
- Life insurance companies
- Financial advisor
- Financial consulting
- Tax advisor
- personalized financial planning services in Long Beach
- personalized financial planning services in Newport Beach
- personalized financial planning services in Santa Barbara
- personalized financial planning services in Santa Maria
- personalized financial planning services in Ventura
List of local businesses, places and services in California
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos