Retirement Planning Firms in Bakersfield, CA

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List of Firms

Retirement Planning Firms in Bakersfield, CA

LPL Financial
SEC File# 801-10970
CRD# 6413
Location 1626 19th St #1, Bakersfield, CA 93301, USA
Phone (661) 322-4455
Next Financial Group
Location 2200 G St, Bakersfield, CA 93301, USA
Phone (661) 863-0740
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
California Retirement Plans

5 out of 5

Location 2222 E St, Bakersfield, CA 93301, USA
Phone (661) 631-4355
WealthTarget Investment Advisors, LLC
Location 5500 Ming Ave Suite 220, Bakersfield, CA 93309, USA
Phone (661) 837-8500
Rozell Wealth Management

5 out of 5

Location 2008 21st St Suite 100, Bakersfield, CA 93301, USA
Phone (661) 347-1211
Mestmaker & Petrey Wealth
Location 2000 Oak St, Bakersfield, CA 93301, USA
Phone (661) 395-9400
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
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
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About Bakersfield, CA

Bakersfield is a city in California that is known for its agriculture and oil production. Some of the major landmarks in Bakersfield include the Kern County Museum, the Fox Theater, and Buena Vista Park. The top employers in Bakersfield are Kern County, BP America, and St. Joseph Hospital. The major highways in Bakersfield are Highway 99 and Highway 58. Some of the neighborhoods in Bakersfield include Downtown Bakersfield, Northeast Bakersfield, and Westside Bakersfield.

Related Services

Banks and Credit Unions

Banks and credit unions offer a variety of services that can benefit those living in Bakersfield, CA. Services offered include checking and savings accounts, loans, mortgages, and other financial products and services. Banks and credit unions can also provide helpful information on budgeting, saving money, and investing. In addition, both banks and credit unions typically have a wide variety of ATMs located throughout the city.

Estate Planning Lawyer

Bakersfield, CA residents can benefit from working with an estate planning lawyer to create a will and other legal documents that will help ensure their assets are distributed according to their wishes after they die. An estate planning lawyer can also help you set up trusts and other mechanisms to protect your assets during your lifetime.

Mortgage Loan Officer

If you're one of the many people who live in Bakersfield, CA, then you may be looking for a mortgage loan officer to help you get the best deal on your next home. Luckily, by working with the right loan officer, you can benefit from a number of advantages that may help make the process easier for you. For example, a good mortgage loan officer will work with you to find the best interest rate and repayment plan possible. They'll also help make sure all of the paperwork is in order so that you don't have to worry about any last-minute surprises. Plus, they can offer advice and support every step of the way, which can be especially helpful if this is your first time buying a home. If you're looking for someone to help guide you through the home-buying process, then be sure to contact a mortgage loan officer today. With their help, you're sure to have an easier time achieving your dreams of homeownership.

Wealth Management

Living in Bakersfield, CA comes with a lot of perks. There's the close proximity to the mountains and desert, the moderate weather, and the friendly people. But with all of these benefits come some drawbacks as well. Perhaps one of the biggest downsides to living in Bakersfield is that it can be difficult to find good help when it comes to financial planning. This is where working with a wealth manager in your area can be incredibly beneficial. A wealth manager can help you make sense of your finances, plan for retirement, and save for your children's education. They can also help you invest your money wisely and protect your assets from being lost in case of an emergency. If you're looking for peace of mind when it comes to your financial future, then working with a wealth manager is definitely something you should consider.

Financial Advisor

People living in Bakersfield, CA can benefit by working with a financial advisor. A recent study showed that people who worked with a financial advisor were more likely to save for retirement and less likely to go into debt. Financial advisors can help you create a budget, save for your goals, and invest for the future. If you're looking for help getting your finances in order, a financial advisor is a great place to start.

Insurance Broker

If you're living in Bakersfield, CA, it's important to work with an insurance broker. An insurance broker can help you find the best rates and coverage for your needs. They can also help you file claims and answer any questions you may have about your policy. Contact a local insurance broker today to get started on finding the right coverage for you.

Tax Services

Living in Bakersfield, CA can be a great experience, especially if you take the time to work with a tax accountant in your area. By doing so, you can benefit from their expertise and knowledge when it comes to filing your taxes. This can help to ensure that you get the most out of your return, and that you stay in compliance with all applicable laws and regulations.