Best Financial Advisors in Bakersfield

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Bakersfield Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 85 55 12

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Bowles Financial & Insurance Group, Inc.

  • Estate Planning
  • Insurance Products
  • Retirement Planning
  • Certified Financial Planner (CFP)

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.

200 New Stine Road
Bakersfield, CA 93309


Zuk Financial Group

  • Private Wealth Advisor
  • Tax Planning

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.

5301 Office Park Drive
Bakersfield, CA 93309


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