Professional financial planning in Bakersfield, CA
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Paul Sheldon Insurance & Benefits Planning
● ClosedPaul Sheldon Insurance & Benefits Planning is a reputable insurance agency located at 5373 Truxtun Avenue in Bakersfield, California. With a commitment to providing personalized and comprehensive insurance solutions, they specialize in helping individuals and businesses protect their assets and plan for the future. Whether you're looking for auto, home, life, health, or business insurance, their team of experienced professionals is dedicated to finding the right coverage to meet your specific needs. Trust Paul Sheldon Insurance & Benefits Planning to provide you with the peace of mind and financial security you deserve.
5373 Truxtun Ave, 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 -
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 -
Atlas Financial Solutions Bakersfield Bookkeeping & Taxes
● ClosedAtlas Financial Solutions Bakersfield Bookkeeping & Taxes is a trusted institution located at 1620 Mill Rock Way in Bakersfield, California, United States. Specializing in accounting and finance, we are dedicated to helping small businesses start, manage, and grow their dreams. Our team is committed to handling all your financial needs so you can focus on what you are truly passionate about - your business! Struggling to keep up with the ever-changing tax and business regulations? Need assistance managing and organizing the financial tasks of your business? Hiring your first employee and not sure where to start? Let Atlas Financial Solutions be your guide. Our name, inspired by the mythological figure Atlas, symbolizes our mission to provide financial solutions that will lift the burden off your shoulders and pave the way to your dreams. Let us be your trusted partner in navigating the complexities of financial management.
1620 Mill Rock Way # 100, Bakersfield, CA 93311, 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 - Yadira Perez
● ClosedFarmers Insurance - Yadira Perez is a local insurance agency located at 5405 Stockdale Highway in Bakersfield, California. As a Farmers agent, Yadira Perez helps customers find insurance coverage that suits their individual needs. Whether it's auto, home, renters, or business insurance, Yadira has the knowledge and experience to guide you through the process and ensure you understand your options. If you're looking for comprehensive coverage, collision coverage, deductibles, or medical payments, Yadira can help simplify the selection process for car insurance. By offering online quotes and insurance discounts, Farmers Insurance makes it easy to save money on your auto insurance.
5405 Stockdale Hwy Ste 102, 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 -
New York Life
● OpenNew 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.
5301 Office Park Dr # 110, Bakersfield, CA 93309, United States -
Bankers Life
● ClosedBankers 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!
4900 California Ave Ste 430A, Bakersfield, CA 93309, United States -
Gatl Santa Barbara Ca
● Openare prohibited, or in a location where Gatl Santa Barbara Ca does not have an available lender or lending partner, you will not be connected to a lender or lending partner. You are urged to read and understand the terms of any loan offered by any lender or lending partner, and to reject any particular loan offer that you cannot afford to repay or that includes terms that are not acceptable to you. By submitting your information via this website, you are authorizing Gatl Santa Barbara Ca and its partners to do a credit check, which may include verifying your social security number, driver license number or other identification, and a review of your creditworthiness. Credit checks are usually performed by one of the major credit bureaus such as Experian, Equifax and TransUnion, but also may include alternative credit bureaus. You also authorize Gatl Santa Barbara Ca to share your information and credit history with its network of approved lenders and lending partners. For qualified consumers, our lenders offer loans with an Annual Percentage Rate (APR) of 35.99% and below. For qualified consumers, the maximum APR (including the interest rates plus fees and other costs) is 35.99%. All loans are subject to the lender’s approval based on its own unique underwriting criteria. Example: Loan Amount: $5000. Annual Percentage Rate: 35.99%. Number of Monthly Payments: 30. Monthly Payment Amount: $222.64. Total Amount Payable: $6679.52. Loans include a minimum repayment plan of 12 months and a maximum repayment plan of 30 months. In some cases, you may be given the option of obtaining a loan from a tribal lender. Tribal lenders are subject to tribal and certain federal laws while being immune from state law including usury caps. If you are connected to a tribal lender, please understand that the tribal lender’s rates and fees may be higher than state-licensed lenders. Additionally, tribal lenders may require you to agree to resolve any disputes in a tribal jurisdiction. You are urged to read and understand the terms of any loan offered by any lender, whether tribal or state-licensed, and to reject any particular loan offer that you cannot afford to repay or that includes terms that are not acceptable to you. The purpose of shorter duration loans is to provide the borrower temporary financial relief. Such loans are not a long-term financial solution. Persons facing serious financial difficulties should consider other alternatives or should seek out professional financial advice. This website is not an offer to lend. Gatl Santa Barbara Ca is not a lender and does not make loan or credit decisions. Gatl Santa Barbara Ca connects consumers with lenders who may provide loans. For this reason, Gatl Santa Barbara Ca cannot supply you with an exact APR (Annual Percentage Rate) that you will be charged if you are approved for a loan. APRs vary according to the information supplied by you in your loan request and your lender. You will be given the APR, loan fees, and other terms by your lender when you are redirected to your loan agreement in the loan request process. The APR on a short term loan can range from 200% to 2,290% depending on how the APR is calculated (nominal vs. effective), the duration of the loan, loan fees incurred, late payment fees, non-payment fees, loan renewal actions, and other factors. Keep in mind that the APR range is not your finance charge and your finance charge will be disclosed later on. See a Representative Example. The APR on online personal loans can reach up to 35.99%, but for qualified consumers, rates can be much lower. The actual APR may vary depending on your credit score, loan amount, loan term, and the credit provider’s policies. Late Payment Implications: It is important to contact your lender if you are unable to repay your loan on time. Gatl Santa Barbara Ca is not a lender, and we do not have any information regarding the status of your loan. Please contact your lender directly for information on your payment status. If your payment is not made within a specified period, your lender may report the late payment to the credit bureaus. As a result, your credit score may be negatively affected. Loan Renewal Policies: Loan renewal options are not always available to you. It is essential to contact your lender directly if you need to renew your loan. If you choose to renew your loan, your lender may charge you a fee, which will be added to your loan balance. The renewal fee varies depending on the lender. Short-term loans are meant to be a short-term financial solution and should not be used as a long-term financial solution. We are not a lender. Only your lender can provide you with information about your specific loan terms and APR and the implications for non-payment of your loan. 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5142 Hollister Ave #522-k, Santa Barbara, CA 93111, United States -
Legacy Partners Services Inc.
● ClosedLegacy 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.
4903 Calloway Dr #102, Bakersfield, CA 93312, United States -
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 -
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 -
Relief One Solutions
● ClosedRelief One Solutions is a finance institution located at 5500 Ming Avenue in Bakersfield, California, United States. We specialize in providing financial solutions to individuals and businesses in need of relief from debt, financial hardship, or other financial challenges. Our team of experienced professionals is dedicated to helping our clients navigate through their financial difficulties and find solutions that work for them. Whether you are looking for debt consolidation, budgeting assistance, or financial planning services, Relief One Solutions is here to help you achieve financial stability and peace of mind. Contact us today to learn more about how we can assist you with your financial needs.
5500 Ming Ave #240, Bakersfield, CA 93309, United States -
Maximum Fico Score Credit Counseling company
● ClosedMaximum Fico Score Credit Counseling company is a finance and real estate agency located at 4646 Wilson Road, Bakersfield, California, United States. Discover your financial potential with exceptional credit counseling services that focus on repairing inaccurate and unfair credit reporting. Our experts offer FREE personalized Credit Fico Score Analysis and review reports from Experian, TransUnion, and Equifax with a Professional Credit Analyst. We assist in identifying adverse factors affecting your credit score and craft personalized strategies to enhance your financial standing.
4646 Wilson Rd STE 101, Bakersfield, CA 93309, United States
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