Best Financial Advisors in Bakersfield, CA

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List of Firms

Bakersfield, CA Fiduciary Financial Advisors

SEC File# 801-8095
CRD# 2881
3 out of 5
Location 5080 California Ave STE 350, Bakersfield, CA 93309, USA
Phone (661) 321-9172
Directions
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Serda Financial
Location 1430 Truxtun Ave, Bakersfield, CA 93301, USA
Phone (661) 616-1380
Directions
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John Rodgers - Financial Advisor, Ameriprise Financial Services, LLC
Location 5001 California Ave Ste 128, Bakersfield, CA 93309, USA
Phone (661) 241-9393
Directions
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Moneywise Wealth Management
SEC File# 801-71206
CRD# 123608
5 out of 5
Location 8700 Stockdale Hwy, Bakersfield, CA 93311, USA
Phone (661) 847-1000
Directions
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Douglas G Payne - Morgan Stanley
Location 9100 Ming Ave Suite 205, Bakersfield, CA 93311, USA
Phone (661) 663-4609
Directions
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Lance Mackall - Financial Advisor, Ameriprise Financial Services, LLC
Location 5001 California Ave Ste 128, Bakersfield, CA 93309, USA
Phone (661) 241-9393
Directions
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Ram Martinez - Financial Advisor, Ameriprise Financial Services, LLC
Location 11001 River Run Blvd Ste 100, Bakersfield, CA 93311, USA
Phone (661) 664-6900
Directions
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Sierra Capital Management
1 out of 5
Location 5401 Business Park S Suite 124, Bakersfield, CA 93309, USA
Phone (661) 327-2222
Directions
Financial Advisors in Bakersfield, CA

Where Certified Financial Advisors in Bakersfield, CA Serve

Bakersfield, CA is a vibrant city located in the southern part of the San Joaquin Valley. It is home to several landmarks such as the Kern County Museum, the Bakersfield Museum of Art, and the Buck Owens Crystal Palace. The city is also known for its agriculture industry, with top employers including Grimmway Farms, Bolthouse Farms, and Sun World International. Bakersfield is easily accessible by major highways such as the Interstate 5, State Route 99, and State Route 58. The city is also home to several notable streets including Chester Avenue, which is lined with historic buildings and unique shops, and Rosedale Highway, which is a major commercial hub. The city is divided into several neighborhoods, each with its own unique character. Downtown Bakersfield is the heart of the city, featuring a bustling arts district and numerous dining and entertainment options.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Bakersfield, CA are serviced by banks in a variety of ways. One of the most common ways is through traditional brick-and-mortar branches, which are scattered throughout the city. These branches offer services such as checking and savings accounts, loans, and credit cards. Additionally, many banks in Bakersfield offer online banking services, allowing residents to access their accounts from anywhere with an internet connection. One thing that sets Bakersfield apart from other cities is its strong agricultural industry, and many banks in the area offer specialized services for farmers and agricultural businesses. For example, some banks offer loans specifically for crop production or equipment purchases, and others offer specialized checking accounts with features such as farm management tools.

Insurance Broker

Residents of Bakersfield, CA can benefit greatly from the services of an insurance broker. As a city located in the heart of California's agricultural region, many residents work in the farming industry and may require specialized insurance policies to protect their crops and equipment. An insurance broker can help these residents navigate the complex world of agriculture insurance and find the best coverage for their unique needs. Additionally, Bakersfield is prone to earthquakes and wildfires, which can cause significant damage to homes and businesses. An insurance broker can help residents assess their risk and find policies that provide adequate protection in the event of a natural disaster. Overall, an insurance broker can provide invaluable assistance to residents of Bakersfield, helping them to secure the coverage they need to protect their livelihoods and assets.

Retirement Planning

Residents of Bakersfield, CA can benefit greatly from the services of a retirement planner. With a high percentage of the population being over the age of 65, a retirement planner can help individuals navigate the complex world of retirement planning and ensure that they have enough money saved to support themselves throughout their golden years. Additionally, Bakersfield is known for its hot and dry climate, which can lead to increased energy costs during the summer months. A retirement planner can assist residents in finding ways to reduce their energy bills and save money on home expenses, ultimately helping them to live a more comfortable and financially secure retirement.

Wealth Management

Residents of Bakersfield, CA could benefit greatly from the services of a wealth manager. Bakersfield is known for its thriving agriculture industry, but many residents may not know how to invest their earnings wisely. A wealth manager could provide guidance on how to diversify their investments and make informed decisions about their finances. Additionally, Bakersfield has a high poverty rate compared to the rest of California, and a wealth manager could assist low-income residents in creating a budget and saving for the future. By working with a wealth manager, Bakersfield residents can feel more confident in their financial futures and make the most of their hard-earned money.

Mortgage Loan Officer

Residents of Bakersfield, CA can benefit greatly from the expertise of a mortgage loan officer. With the city's growing population and diverse housing market, a loan officer can provide guidance and support to those looking to purchase a home or refinance their current mortgage. Bakersfield is known for its hot summers and dry climate, which can affect the housing market and loan options available. A loan officer can help residents navigate the unique challenges of the local market and find the best mortgage options for their individual needs. Additionally, Bakersfield has a large agricultural industry, and a loan officer can assist farmers and ranchers with financing for land and equipment purchases. Overall, a mortgage loan officer can be a valuable resource for residents of Bakersfield, CA looking to achieve their homeownership and financial goals.

Tax Services

Residents of Bakersfield, CA can benefit greatly from the services of a tax advisor. With the city's diverse economy and growing population, tax laws and regulations can be complex and confusing. A tax advisor can help residents navigate the tax system, ensuring compliance with federal, state, and local tax laws, and minimizing tax liabilities. Additionally, Bakersfield is known for its thriving agriculture industry, and a tax advisor can provide specialized knowledge and guidance on tax issues specific to the industry. Whether it's filing tax returns, planning for retirement, or starting a small business, a tax advisor can provide valuable advice and support to help Bakersfield residents achieve their financial goals.

Estate Planning Lawyer

Residents of Bakersfield, CA can benefit from an estate planning lawyer in many ways. One of the most common ways is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after their death. This is especially important in Bakersfield, where many residents own agricultural land or oil and gas interests that can be complex to manage. An estate planning lawyer can also help residents minimize their estate tax liability and protect their assets from creditors. Additionally, Bakersfield has a large retiree population, and an estate planning lawyer can help them plan for long-term care and ensure their loved ones are taken care of in the event of incapacity. Overall, an estate planning lawyer can provide peace of mind and help residents of Bakersfield navigate the complexities of estate planning.

Bakersfield, CA Financial Resources

Bakersfield, CA Chamber of Commerce

https://bakochamber.com/

Bakersfield, CA City Hall

https://www.bakersfieldcity.us/

Bakersfield, CA Public Library

https://kerncountylibrary.org/

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