Business Hours
Monday 08:00am - 05:00pm
Tuesday 08:00am - 05:00pm
Wednesday 08:00am - 05:00pm
Thursday 08:00am - 05:00pm
Friday 08:00am - 05:00pm
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Listed In: Investment Services
Moneywise Wealth Management, a trusted financial services firm in Bakersfield, CA, has been providing expert investment and financial planning solutions for 20 years. Our team of experienced financial planners specializes in comprehensive wealth management strategies tailored to meet individual… Moneywise Wealth Management, a trusted financial services firm in Bakersfield, CA, has been providing expert investment and financial planning solutions for 20 years. Our team of experienced financial planners specializes in comprehensive wealth management strategies tailored to meet individual client needs. We offer a wide range of services, including investment management, retirement income planning, risk management, and estate planning. Our expertise extends to family wealth legacy preservation and business services, including company-sponsored retirement plans. At Moneywise Wealth Management, we prioritize client communication and personalized service, ensuring that each client receives the attention and guidance they deserve. Read more