Find a Financial Advisor in Kern County, CA

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List of Firms

Financial Planning Firms in Kern County, CA

Merrill Lynch Wealth Management

1 out of 5

Location 5080 California Ave Suite 102, Bakersfield, CA 93309, USA
Phone (661) 326-7707
Language https://www.local.ml.com/BAKERSFIELD_CA
Directions
WealthTarget Investment Advisors, LLC
Location 5500 Ming Ave Suite 220, Bakersfield, CA 93309, USA
Phone (661) 837-8500
Language http://www.wealthtarget.com/
Directions
Rick Yanez - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 5001 California Ave Ste 128, Bakersfield, CA 93309, USA
Phone (661) 241-9393
Language https://www.ameripriseadvisors.com/Rick.Yanez/?cid=IP_local_google
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 3:00 PM Saturday: Closed Sunday: Closed
Directions
Antonio Carlos Beccari - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363

5 out of 5

Location 1620 Mill Rock Way STE 200, Bakersfield, CA 93311, USA
Phone (661) 663-7410
Language https://www.ameripriseadvisors.com/antonio.c.beccari/?cid=IP_local_google
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Edward Jones - Financial Advisor: Lourdes M Arrubla, CFP®|AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 1620 Mill Rock Way Suite 600, Bakersfield, CA 93311, USA
Phone (661) 663-8951
Language https://www.edwardjones.com/us-en/financial-advisor/lourdes-arrubla
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:30 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:30 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Tim Werdel - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1620 Mill Rock Way STE 200, Bakersfield, CA 93311, USA
Phone (661) 663-7410
Language https://www.ameripriseadvisors.com/tim.s.werdel/?cid=IP_local_google
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Jason Cohen - UBS Financial Services Inc.
Location 9201 Camino Media # 230, Bakersfield, CA 93311, USA
Phone (661) 663-3243
Language https://advisors.ubs.com/jason.cohen/?utm_source=Yext&utm_medium=GMB&utm_campaign=159282&y_source=1_MjAzOTg1NjMtNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
Directions
LPL Financial
SEC File# 801-10970
CRD# 6413
Location 1626 19th St #1, Bakersfield, CA 93301, USA
Phone (661) 322-4455
Language http://lplfinancial.lpl.com/
Directions
Edward Jones - Financial Advisor: Jeffrey Bell, CFP®|AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 1100 Mohawk St STE 180, Bakersfield, CA 93309, USA
Phone (661) 322-2033
Language https://www.edwardjones.com/us-en/financial-advisor/jeffrey-bell
Directions
Brad Hannink - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363

5 out of 5

Location 11001 River Run Blvd Ste 100, Bakersfield, CA 93311, USA
Phone (661) 664-6900
Language https://www.ameripriseadvisors.com/brad.x.hannink/?cid=IP_local_google
Directions
Hannink, Tanuwijaya & Martinez - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 11001 River Run Blvd Ste 100, Bakersfield, CA 93311, USA
Phone (661) 664-6900
Language https://www.ameripriseadvisors.com/team/hannink-tanuwijay-martinez/?cid=IP_local_google
Directions
Serda Financial
Location 1430 Truxtun Ave, Bakersfield, CA 93301, USA
Phone (661) 616-1380
Directions
Bowles Financial & Insurance Group
Location 200 New Stine Rd # 150, Bakersfield, CA 93309, USA
Phone (661) 835-8189
Language http://www.bowlesfinancial.com/
Directions
Rozell Wealth Management

5 out of 5

Location 2008 21st St Suite 100, Bakersfield, CA 93301, USA
Phone (661) 347-1211
Language https://www.rozellwealthmgt.com/
Directions
Foundation Wealth Management - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 5001 California Ave Ste 128, Bakersfield, CA 93309, USA
Phone (661) 241-9393
Language https://www.ameripriseadvisors.com/team/foundation-wealth-management/?cid=IP_local_google
Directions
Morgan Stanley Financial Advisors

1 out of 5

Location 9100 Ming Ave Suite 205, Bakersfield, CA 93311, USA
Phone (661) 663-8100
Language http://www.morganstanley.com/wealth/default.html?CID=localsearch_117_dirgmb_website&y_source=1_MjA3ODA4Ni03MTUtbG9jYXRpb24uZ29vZ2xlX3dlYnNpdGVfb3ZlcnJpZGU%3D
Directions
Trovato Wealth Management

5 out of 5

Location 4925 Commerce Dr STE 100, Bakersfield, CA 93309, USA
Phone (661) 864-7500
Language http://www.trovatowealthmanagement.com/
Directions
Barnes Wealth Management Group
SEC File# 801-118031
CRD# 132189

5 out of 5

Location 5060 California Ave Ste 600, Bakersfield, CA 93309, USA
Phone (661) 322-9799
Language http://www.barneswealth.com/
Directions
Edward Jones - Financial Advisor: Kristine S Hertin, AAMS™
SEC File# 801-3297
CRD# 250
Location 4701 Corporate Ct Suite 112, Bakersfield, CA 93311, USA
Phone (661) 564-9095
Language https://www.edwardjones.com/us-en/financial-advisor/kristine-hertin
Directions
Howard Financial

5 out of 5

Location 5401 Business Park S #112, Bakersfield, CA 93309, USA
Phone (661) 322-5192
Language http://www.lancehowardfinancial.com/
Directions
Ira S. Cohen - UBS Financial Services Inc.
Location 9201 Camino Media # 230, Bakersfield, CA 93311, USA
Phone (661) 663-3233
Language https://advisors.ubs.com/ira.cohen/?utm_source=Yext&utm_medium=GMB&utm_campaign=165333&y_source=1_MjA0MTQ4OTktNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
Directions
Charpentier Wealth Strategies

5 out of 5

Location 5001 California Ave # 125, Bakersfield, CA 93309, USA
Phone (661) 322-5204
Language http://www.charpentierwealth.com/
Directions
Lance Mackall - Financial Advisor, Ameriprise Financial Services, LLC
Location 5001 California Ave Ste 128, Bakersfield, CA 93309, USA
Phone (661) 241-9393
Language https://www.ameripriseadvisors.com/Lance.Mackall/?cid=IP_local_google
Directions
John Rodgers - Financial Advisor, Ameriprise Financial Services, LLC
Location 5001 California Ave Ste 128, Bakersfield, CA 93309, USA
Phone (661) 241-9393
Language https://www.ameripriseadvisors.com/John.Rodgers/?cid=IP_local_google
Directions
Edward Jones - Financial Advisor: John J Lock, AAMS™
SEC File# 801-3297
CRD# 250

3 out of 5

Location 4300 Coffee Rd Suite 3, Bakersfield, CA 93308, USA
Phone (661) 589-7446
Language https://www.edwardjones.com/us-en/financial-advisor/john-lock
Directions
Douglas G Payne - Morgan Stanley
Location 9100 Ming Ave Suite 205, Bakersfield, CA 93311, USA
Phone (661) 663-4609
Language https://advisor.morganstanley.com/douglas.g.payne?y_source=1_MTA4MjY4MTUtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
Zuk Financial Group
Location 5301 Office Park Dr Suite 125, Bakersfield, CA 93309, USA
Phone (661) 836-8686
Language https://zukfinancial.com/
Directions
California Retirement Plans

5 out of 5

Location 2222 E St, Bakersfield, CA 93301, USA
Phone (661) 631-4355
Language http://www.calretirement.com/
Directions
Terry Cornelius - Thrivent
Location 2028 17th St, Bakersfield, CA 93301, USA
Phone (661) 321-3443
Language https://connect.thrivent.com/terry-cornelius?utm_source=GMB&utm_medium=Yext&y_source=1_MTU4NzcwNzItNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
Edward Jones - Financial Advisor: Crystal M Zazueta
Location 901 Tower Way Suite 301, Bakersfield, CA 93309, USA
Phone (661) 843-7296
Language https://www.edwardjones.com/us-en/financial-advisor/crystal-zazueta
Directions
Image of Kern County, CA
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About Kern County, CA

Kern County is located in central California and is the largest county in the state. It is home to many landmarks, including Mt. Whitney, the highest peak in the contiguous United States. The county also has a number of top employers, including Walmart, the Kern County School District, and Bakersfield Memorial Hospital. The major highways and streets in Kern County include Highway 99 and State Route 58. The most populous neighborhoods in Kern County are the northwest side of Bakersfield and the northeast side of Taft.

Related Services

Banks and Credit Unions

Banks are essential to a functioning economy. They provide the liquidity that businesses need in order to grow, and they offer a variety of services that help people save and invest for their future. In Kern County, CA, there are a number of banks that residents can use to meet their needs.One of the most important services that banks provide is lending money to businesses. Businesses need money in order to expand and create jobs. When businesses can get loans from banks, it helps them grow and contribute more to the local economy. In addition, banks offer other services such as checking and savings accounts, credit cards, and mortgages. These services help people manage their finances and save for the future.

Insurance Broker

Residents of Kern County, CA can benefit from the services of insurance brokers. These professionals can help residents find the best policies for their needs and budgets. In addition, insurance brokers can help residents file claims and get the compensation they deserve after an accident or other incident.

Retirement Planning

Financial advisors can help Kern County, CA residents with retirement planning in a number of ways. One way is by helping people to save for retirement. Advisors can also help people to invest their money wisely so that they will have enough money to live on during retirement. In addition, advisors can help people to plan for estate taxes and other expenses that may come up during retirement.

Wealth Management

Kern County, CA is home to over 860,000 residents and is the third most populous county in California. While it has a diverse economy that includes agriculture, manufacturing, and energy production, it also has a high cost of living. Wealth management can help Kern County residents save money and grow their wealth.

Estate Planning Lawyer

Estate planning lawyers can help Kern County, CA residents protect their assets and plan for the future. Planning ahead is essential for everyone, but it is especially important for those who have a lot of property or money. A good estate lawyer can help you create a plan that will ensure your assets are distributed according to your wishes after you die. They can also help you set up trusts and other legal arrangements to protect your family and your money. If you live in Kern County, CA, it is important to find an estate planning lawyer who knows the local laws and regulations.

Mortgage Loan Officer

Mortgage loan officers can help Kern County, CA residents in a number of ways. For one, they can help people find the best mortgage rates and products available. They can also help people understand the complex paperwork associated with mortgages, and walk them through the entire process from start to finish. In addition, mortgage loan officers can advise people on how to improve their credit scores, so that they may be eligible for better interest rates in the future. Finally, mortgage loan officers can provide valuable insights into the current housing market, and help people make informed decisions about their home buying or refinancing options.

Tax Services

Tax accountants can help Kern County, CA residents in a number of ways. They can help people understand their taxes and how to file them correctly, as well as helping them find deductions and credits that they may be eligible for. In addition, tax accountants can also help businesses in Kern County understand and comply with local and state tax laws.