Best Financial Advisors in Bakersfield

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Bakersfield, CA

Business Description

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Yelp
4.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
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Price: Free consultation

SmartAdvisor by SmartAsset

Barnes Wealth Management Group logo
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Barnes Wealth Management Group

5060 California Avenue, Bakersfield, CA 93309
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

Founded by Steven Barnes in 1986, Barnes Wealth Management Group caters to individuals and businesses in Bakersfield. It offers financial planning services through focused planning, including personalized cash flow-based planning, risk management, and social security analysis. It examines the client's family index number, which shows the individual rate of return needed to pursue the set financial goals. Moreover, it identifies the risk factors and creates a protection plan to counteract them. Barnes Wealth Management Group comprises different professionals, ranging from investment strategists to tax planners.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
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Barnes Wealth Management Group

Bowles Financial & Insurance Group, Inc. logo
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Bowles Financial & Insurance Group, Inc.

200 New Stine Road, Bakersfield, CA 93309
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products

Business Description

Bowles Financial & Insurance Group, Inc., is a boutique firm in Bakersfield. It offers clients a comprehensive roadmap that integrates various financial components into a centralized plan. Its services include wealth management, estate planning, retirement and financial planning, and life stage services. The company also provides assistance in investment and insurance products such as bonds, mutual funds, life insurance, treasury bills, and disability income insurance. CEO Mike Bowles started his career in Wall Street.

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Bowles Financial & Insurance Group, Inc.

California Retirement Plans logo
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California Retirement Plans

2222 E Street, Bakersfield, CA 93301
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Business Description

California Retirement Plans is a financial advisory firm helping individuals in Bakersfield achieve their financial targets. Financial advisors at this company draft wealth accumulation, asset protection, annuities, and retirement income strategies. The firm delivers retirement and insurance solutions to state and federal employees through the "Retirement Roadmap." This roadmap guides pre-retirees and retirees through their benefits packages, allowing them to make the most informed decisions possible. Andy Barkate, the company's president, served as an on-air financial consultant in radio and TV programs.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.8
Google
5.0 / 5 (10)
Facebook
4.5 / 5 (8)
Yelp
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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California Retirement Plans

Charpentier Wealth Strategies logo
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Charpentier Wealth Strategies

5001 California Avenue, Bakersfield, CA 93309
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  • Certified Financial Planner (CFP)
  • Tax Planning

Business Description

Charpentier Wealth Strategies has been offering financial planning services to individuals, families, and business owners in Bakersfield since 1989. It focuses on different areas of planning, including but not limited to college funding strategies, wealth protection and investment planning, tax strategies, and retirement and estate planning. The firm identifies the client's current insurance and protection goals to determine if there is a need for additional need for replacement of income or asset, estate preservation or proper continuation of the client's business, and tax efficiency.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)
Facebook
5.0 / 5 (1)
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Charpentier Wealth Strategies

Golden Valley Team logo
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Golden Valley Team

2028 17th Street, Bakersfield, CA 93301
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  • Retirement Planning
  • Insurance Products

Business Description

Based in Bakersfield, the Golden Valley Team is a part of the not-for-profit financial services organization called Thrivent. It works with clients to create a personalized financial strategy and provides ongoing financial guidance to help them reach their targets. It also assists clients with retirement savings accounts, mutual funds, annuities, traditional and Roth IRAs, and investments. Terry Cornelius, a wealth advisor at the firm, has the Chartered Financial Consultant and the Fraternal Insurance Counselor designations.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
4.8 / 5 (29)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
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Golden Valley Team

Howard Financial logo
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Howard Financial

5401 Business Park South, Bakersfield, CA 93309
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  • Certified Financial Planner (CFP)

Business Description

Howard Financial is an independent registered investment advisor (RIA) firm serving individuals and business clients in Bakersfield and the nearby areas. It provides financial advice in several areas, including asset maximization, income planning, and legacy planning. It also guides clients concerning investments, retirement strategies, and risk management to help maximize and protect their wealth. Lance Howard founded the firm in 1995. His expertise led him to host the "Asset Protection Hour" on KERN-Talk for five years.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
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Howard Financial

Moneywise logo
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Moneywise

8700 Stockdale Highway, Bakersfield, CA 93311
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  • Insurance Products
  • Tax Planning

Business Description

Moneywise Wealth Management is a team of financial advisors committed to helping the Bakersfield community by providing financial advice regarding financial planning, goal funding, asset allocation, 401(k), retirement, and investment advisories. They have experience working with a wide range of clients, from construction companies to event planners, in developing written policies to determine investment goals and risk profiles. The team also has a radio show named The Moneywise Guys. It also produces daily podcasts and appears on local news media.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
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Moneywise

Rozell Wealth Management logo
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Rozell Wealth Management

841 Mohawk Street, Bakersfield, CA 93309
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  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Business Description

Rozell Wealth Management helps the residents of Bakersfield make comprehensive financial plans. Its financial planning services cover insurance review, income and retirement plans, and tax efficiency maximization. Clients receive assistance in the investment management process, including strategy development and implementation and guidance in navigating their transitional wealth planning options. Founder Rylan Rozell is a Certified Financial Planner and Certified Divorce Financial Analyst who established the company in 2009. He likewise owns and operates property management and real estate brokerage firms.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
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Rozell Wealth Management

Trovato Wealth Management logo
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Trovato Wealth Management

4925 Commerce Drive, Bakersfield, CA 93309
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  • Estate Planning
  • Private Wealth Advisor
  • Tax Preparation

Business Description

Trovato Wealth Management is a Bakersfield-based independent wealth management and financial planning company. It is owned and operated by Joe Trovato, who has been serving clients around the metro for more than 20 years. It helps businesses, families, and individuals distribute and preserve their wealth. It also assists in developing financial plans to pursue clients' retirement, college, estate, and investment goals. Trovato Wealth Management is also available for long-term care, stock option planning, and risk management solutions.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
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Trovato Wealth Management

Wealth Target Investment Advisors LLC logo
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Wealth Target Investment Advisors LLC

5500 Ming Avenue, Bakersfield, CA 93309
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  • Retirement Planning

Business Description

Wealth Target Investment Advisors LLC is a financial advising firm that offers its services to residents of Bakersfield and the neighboring communities. It provides a broad range of services, including investment management, retirement income planning, business succession planning, and insurance. Owner Larry Menna possesses both a CFP and an AIF designation. He has been in the finance industry for more than 26 years. He provides financial guidance to clients who are saving for future eventualities like college and retirement.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
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Helpfulness
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Wealth Target Investment Advisors LLC

Zuk Financial Group logo
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Zuk Financial Group

5301 Office Park Drive, Bakersfield, CA 93309
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  • Private Wealth Advisor
  • Tax Planning

Business Description

The Zuk Financial Group offers advisory services to residents of Bakersfield and the surrounding areas. The firm works with educators, pre-retirees and retirees, businesses, and non-profits to achieve their financial goals. Clients are profiled according to their risk appetites before developing strategies that fit with their needs. Daniel Raymond, the company's managing principal, has been in the industry for more than 20 years. He has worked in various organizations where he handles over $2-billion in assets.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Visit Website

Zuk Financial Group

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Frequently Asked Questions

Should I hire a financial advisor before buying a house?

While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

What experience should I look for in a financial advisor?

 If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Can my financial planner help with taxes?

Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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