Tax and financial advice in Bakersfield, CA
23 results found
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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 -
Morgan Stanley Financial Advisors
● OpenMorgan Stanley Financial Advisors is a leading financial institution located at 9100 Ming Avenue in Bakersfield, California. Our team of experienced advisors is dedicated to providing personalized financial advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, our experts are here to help you every step of the way. With a focus on integrity and excellence, Morgan Stanley Financial Advisors is committed to helping clients navigate the complexities of the financial world and make informed decisions for a secure financial future. Contact us today to schedule a consultation and see how we can help you reach your financial goals.
9100 Ming Ave Suite 205, Bakersfield, CA 93311, 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 -
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 -
Edward Jones - Financial Advisor
● ClosedEdward Jones - Financial Advisor is a reputable finance institution located at 901 Tower Way in Bakersfield, California, United States. With a focus on personalized financial planning and investment strategies, their team of experienced advisors is dedicated to helping clients achieve their financial goals. Whether you are saving for retirement, planning for your child's education, or looking to grow your wealth, Edward Jones provides tailored solutions to meet your individual needs. Trustworthy and reliable, Edward Jones is committed to providing top-notch financial advice and guidance to help you secure a stable financial future.
901 Tower Way #301, 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 -
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 -
Income Tax Etc
● ClosedIncome Tax Etc is a reputable accounting and finance institution located at 4800 White Lane, Bakersfield, California, United States. With a team of experienced professionals, they provide expert advice and assistance in all areas related to income tax preparation, financial planning, and accounting services. Whether you are an individual or a business owner, Income Tax Etc is dedicated to helping you navigate the complex world of taxes and finances with ease and confidence. Trust them to handle all your financial needs with precision and care.
4800 White Ln, Bakersfield, CA 93313, United States -
Bakersfield Center for Tax Relief
● ClosedThe Bakersfield Center for Tax Relief is a professional institution located at 841 Mohawk Street in Bakersfield, California, United States. Specializing in accounting, finance, and legal services, our expert team is dedicated to helping individuals and businesses navigate the complexities of tax laws and regulations. Whether you are facing tax debt, audits, or other tax-related issues, our experienced professionals are here to provide personalized solutions and relief. Trust the Bakersfield Center for Tax Relief to help you achieve financial peace of mind.
841 Mohawk St, Bakersfield, CA 93309, 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 -
Harry Cowan Co and DeVries Real Estate
● ClosedWelcome to Harry Cowan Co and DeVries Real Estate Located at 4114 South Street in Lakewood, California, Harry Cowan Co and DeVries Real Estate is your trusted partner for all real estate needs, serving Huntington Beach and surrounding areas. With a rich history dating back to 1950, our agency combines decades of expertise with a commitment to exceptional customer service.
4114 South Street, Lakewood, California 90712, 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 -
Dale W. Bender
● OpenDale W. Bender is a reputable institution specializing in accounting and finance services. Located at 6501 Schirra Court in Bakersfield, California, United States, the institution offers expert financial advice and support to individuals and businesses alike. With a team of experienced professionals, Dale W. Bender is committed to providing top-notch financial solutions tailored to meet the specific needs of each client. Whether you are looking for tax preparation, financial planning, or investment advice, Dale W. Bender is the trusted choice for all your accounting and finance needs.
6501 Schirra Ct #101, Bakersfield, CA 93313, 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 -
Bank of America Private Client Advisor Samuel (Sam) Miller
● OpenBank of America Private Client Advisor Samuel (Sam) Miller, located at 500 Newport Center Drive in Newport Beach, California, is a Senior Vice President and Private Client Advisor with Bank of America Private Bank. Sam works closely with high-net-worth individuals, business executives, entrepreneurs, and family offices to offer strategic solutions utilizing Bank of America's extensive resources. With experience in wealth structuring, credit and banking, investment management, business and succession planning, and trust and estate planning, Sam is known for his ability to explain complex strategies in an easy-to-understand way. Sam earned his Bachelor's degree in Spanish and his M.B.A. from California State University-Bakersfield, and is a perpetual learner who volunteers with youth sports programs in his community. Bank of America Private Bank has been helping clients manage significant wealth for over 200 years, offering personalized approaches and the resources of Bank of America to help individuals, families, businesses, and institutions achieve their financial objectives. Whether you're looking to preserve and share wealth, build philanthropic legacies, or plan for future growth, Bank of America Private Bank is committed to making your goals a priority.
500 Newport Center Dr, Newport Beach, CA 92660, United States -
H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 4703 Stockdale Highway in Bakersfield, California, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual looking for help with your personal finances or a business in need of accounting assistance, H&R Block is dedicated to providing expert guidance and support to help you achieve your financial goals.
4703 Stockdale Hwy, Bakersfield, CA 93309, United States -
H&R Block
● ClosedH&R Block is a well-known accounting and finance institution located at 2701 Calloway Drive in Bakersfield, California, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual or a business owner, H&R Block is dedicated to providing expert guidance and support to help you achieve your financial goals. Visit their office today to learn more about how they can assist you with your accounting and finance needs.
2701 Calloway Dr Ste 416 Ste 110P, Bakersfield, CA 93312, United States -
Williams Group CPA
● ClosedWilliams Group CPA is a reputable accounting and finance institution located at 3559 Allen Road in Bakersfield, California, United States. Our team of experienced certified public accountants offers a wide range of services to meet the financial needs of individuals and businesses. Whether you need assistance with tax preparation, bookkeeping, financial planning, or auditing, we are dedicated to providing professional and personalized service to help you achieve your financial goals. Trust Williams Group CPA for all your accounting and finance needs.
3559 Allen Rd Suite 107, Bakersfield, CA 93314, United States -
Douglas G Payne - Morgan Stanley
● OpenDouglas G Payne - Morgan Stanley is a renowned finance institution located at 9100 Ming Avenue in Bakersfield, California, United States. With a strong reputation in the financial industry, Douglas G Payne - Morgan Stanley offers a wide range of financial services to help clients achieve their investment goals. Their team of experienced professionals provides personalized advice and guidance to ensure that each client receives tailored solutions that meet their unique needs. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Douglas G Payne - Morgan Stanley is committed to helping you achieve financial success.
9100 Ming Ave Suite 205, Bakersfield, CA 93311, United States -
Gardner Robert D
● ClosedGardner Robert D is a reputable accounting and finance institution located at 5301 Office Park Drive in Bakersfield, California, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, consulting, and financial planning. Clients can trust Gardner Robert D for accurate and reliable financial advice to help them achieve their financial goals.
5301 Office Park Dr, Bakersfield, CA 93309, United States -
Accountant Partners Small Business Accountant - Long Beach Location
● OpenWelcome to Accountant Partners Small Business Accountant - Long Beach Location, your trusted partner in accounting and finance, located on Park Avenue in the heart of Long Beach, California. Serving the vibrant community of Long Beach and its surrounding neighborhoods from Belmont Shore to Bixby Knolls and Alamitos Heights, we are dedicated to helping the area's 469,450 residents and 33,023 businesses thrive. At Accountant Partners, we specialize in minimizing your tax burden and maximizing your business profitability. With over 27 years of experience, we offer best-in-class tax minimization strategies, personalized advisory services, and technology-driven efficiency. Our proactive approach ensures that you save significantly on taxes, with potential savings ranging from $10,000 to over $1 million.
Park Avenue, Long Beach, California 90803, United States
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