Professional financial advisors in Bakersfield, CA
52 results found
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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 -
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 -
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 -
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 -
Raymond James Financial Services
● OpenRaymond James Financial Services is a renowned finance institution located at 3404 Coffee Road in Bakersfield, California, United States. With a reputation for providing high-quality financial services, Raymond James is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Raymond James Financial Services has a team of experienced professionals ready to assist you. Trust in Raymond James for all your financial needs.
3404 Coffee Rd, Bakersfield, CA 93308, 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 -
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 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 -
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 -
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 -
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.
1100 Mohawk St STE 240, Bakersfield, CA 93309, United States -
Farmers Insurance - Daryl Dean Santos
● ClosedFarmers Insurance - Daryl Dean Santos is an insurance agency located at 4646 Wilson Road, Bakersfield, California, United States. With CA Lic. #0L37082, Daryl Dean Santos helps customers identify the best insurance coverage for their needs. Whether it's auto, home, renters, business insurance, and more, Daryl has the knowledge and experience to guide you through the process. From comprehensive coverage to medical payments, Daryl can help you understand your options and find the right coverage for your budget. Protect your most valuable possession with home insurance from Farmers®. With over 80 years of experience, Farmers® will be there for you in case of disaster. Get a competitive rate with multi-line insurance discounts and ensure your home is protected.
4646 Wilson Rd Ste 205, Bakersfield, CA 93309, United States -
Farmers Insurance - Dustin Gonzales
● ClosedFarmers Insurance - Dustin Gonzales is a local insurance agency located at 1601 New Stine Road in Bakersfield, California. As a Farmers® agent, Dustin Gonzales helps customers in Bakersfield identify the insurance coverage that best fits their needs. Whether you need auto, home, renters, business insurance, or more, Dustin has the knowledge and experience to help you understand your coverage options. By providing personalized and straightforward service, he aims to make you smarter about insurance. If you're unsure where to begin with your car insurance coverage, Dustin can take the mystery out of selecting the right policy for your needs and budget. With Farmers Insurance, you can also benefit from competitive rates and discounts that can help you save money.
1601 New Stine Rd #190, Bakersfield, CA 93309, United States -
Dennis Stitt - State Farm Insurance Agent
● ClosedDennis Stitt - State Farm Insurance Agent is a well-established insurance agency located at 5301 Office Park Drive in Bakersfield, California, United States. Dennis, a Marine Corps veteran with 30 years of experience with State Farm, is dedicated to providing excellent service to his clients. From auto insurance quotes to retirement planning and home financing, Dennis is committed to helping you achieve great value with State Farm. In addition to insurance services, Dennis Stitt's agency offers valuable resources on important topics such as drunk driving prevention, handling the loss of a loved one, and making informed financial decisions. The agency is passionate about making a positive impact on the community and is always looking for motivated individuals to join their team.
5301 Office Park Dr Ste 405, Bakersfield, CA 93309, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a reputable finance and insurance agency located at 5080 California Avenue in Bakersfield, California, United States. With a strong presence in the financial industry, Northwestern Mutual offers a wide range of insurance and investment products to help individuals and families achieve their financial goals. Their team of experienced professionals provides personalized solutions and expert guidance to clients, ensuring they are well-equipped to navigate the complexities of the financial world. Visit Northwestern Mutual at their Bakersfield location for top-notch financial services and insurance solutions.
5080 California Ave STE 350, Bakersfield, CA 93309, United States -
David Westerfeld - Stifel
● ClosedDavid 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.
5060 California Ave #1140, 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.
5080 California Ave Suite 102, Bakersfield, CA 93309, United States -
Bouffard's Business Advisory, Inc
● ClosedBouffard's Business Advisory, Inc is a reputable accounting and finance institution located at 1601 Skyway Drive in Bakersfield, California, United States. Our team of experienced professionals offers a wide range of services including financial consulting, tax preparation, and business advisory services. With a dedication to providing personalized and high-quality solutions, we strive to help our clients achieve their financial goals and maximize their success. Contact us today to learn more about how we can assist you with your accounting and finance needs.
1601 Skyway Dr STE 225, Bakersfield, CA 93308, United States -
Woodward Diversified Capital
● ClosedWoodward Diversified Capital is a leading finance institution located at 5401 Business Park South in Bakersfield, California, United States. With a strong reputation for providing innovative financial solutions, Woodward Diversified Capital offers a wide range of services to meet the diverse needs of their clients. Whether you are looking for investment opportunities, asset management, or financial planning, their team of experts is dedicated to helping you achieve your financial goals. Trust Woodward Diversified Capital to provide you with personalized and professional financial services that will help you secure a prosperous future.
5401 Business Park S # 217, Bakersfield, CA 93309, United States -
Bowen Accounting & Tax (Richard Bowen,CPA)
● ClosedBowen Accounting & Tax, led by certified public accountant Richard Bowen, is a trusted institution located at 4420 Easton Drive in Bakersfield, California. Specializing in accounting and finance services, Bowen Accounting & Tax provides expert guidance and support to individuals and businesses alike. With a commitment to integrity and professionalism, clients can rely on the team at Bowen Accounting & Tax to navigate complex financial matters with precision and care. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Bowen Accounting & Tax is dedicated to helping you achieve your financial goals.
4420 Easton Dr, Bakersfield, CA 93309, United States -
A Business Accounting Solution, Inc.
● ClosedA Business Accounting Solution, Inc. is a trusted accounting and finance institution located at 14215 La Cascada Court in Bakersfield, California. Our team of expert accountants and financial advisors provide comprehensive solutions for businesses of all sizes. Whether you need help with bookkeeping, tax preparation, payroll services, or financial planning, we are here to assist you every step of the way. With our dedication to accuracy and attention to detail, you can trust us to handle all of your accounting needs with professionalism and efficiency. Contact us today to learn more about how we can help your business thrive financially.
14215 La Cascada Ct, Bakersfield, CA 93314, United States -
Wayne Long & Co
● OpenWayne Long & Co is a reputable accounting and finance institution located at 1502 Mill Rock Way in Bakersfield, California, United States. With a team of experienced professionals, Wayne Long & Co offers a wide range of financial services including tax preparation, bookkeeping, financial planning, and more. Clients can trust Wayne Long & Co to provide expert advice and personalized solutions to help them achieve their financial goals.
1502 Mill Rock Way STE 200, Bakersfield, CA 93311, United States -
Miguel Garcia
● OpenMiguel Garcia is a reputable financial institution located at 11420 Ming Avenue in Bakersfield, California. With a strong presence in the community, Miguel Garcia offers a wide range of financial services to individuals and businesses. From personal loans to investment advice, their team of experienced professionals is dedicated to helping clients achieve their financial goals. Visit Miguel Garcia today to experience their top-notch customer service and expertise in the world of finance.
11420 Ming Ave #530, Bakersfield, CA 93311, United States -
Payne Lockard Kreizenbeck Group - Morgan Stanley
● OpenThe 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.
9100 Ming Ave Suite 205, Bakersfield, CA 93311, United States
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