Top investment advisors in Bakersfield, CA
13 results found
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WealthTarget Investment Advisors, LLC
● ClosedWealthTarget Investment Advisors, LLC is a reputable finance institution located at 5500 Ming Avenue in Bakersfield, California, United States. Specializing in investment advisory services, WealthTarget helps clients achieve their financial goals through personalized investment strategies and expert guidance. With a focus on building and preserving wealth, the team at WealthTarget is dedicated to providing top-notch financial advice and support to help clients secure their financial future.
5500 Ming Ave Suite 220, 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 -
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 -
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 -
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 -
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 -
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 -
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 -
Clemmer & Company Real Estate Services
● ClosedClemmer & Company Real Estate Services is a reputable real estate agency located at 9901 Rosedale Highway in Bakersfield, California. With a strong commitment to providing top-notch service to clients in the Bakersfield area, Clemmer & Company offers a wide range of real estate services including buying, selling, and leasing residential and commercial properties. Their team of experienced and knowledgeable real estate agents are dedicated to helping clients achieve their real estate goals with professionalism and integrity. Whether you are looking to buy your dream home, sell your current property, or invest in commercial real estate, Clemmer & Company Real Estate Services is the trusted choice for all your real estate needs in Bakersfield, California.
9901 Rosedale Hwy, Bakersfield, CA 93312, 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 -
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 -
Stifel
● ClosedStifel is a finance institution located at 5060 California Avenue in Bakersfield, California. With a strong presence in the United States, Stifel provides a wide range of financial services to individuals, businesses, and organizations. Their team of experienced professionals offers personalized solutions to help clients achieve their financial goals and navigate the complexities of the financial world. Whether you are looking for investment advice, wealth management, or financial planning, Stifel is dedicated to providing top-notch service and expertise to help you succeed.
5060 California Ave #1140, Bakersfield, CA 93309, United States
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