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Financial Planning Firms in Bakersfield

Lance Mackall - Financial Advisor, Ameriprise Financial Services, LLC

Lance Mackall - Financial Advisor, Ameriprise Financial Services, LLC Verified by Yext

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5001 California Ave, Ste 128, Bakersfield, CA

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Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Bakersfield, CA area, Lance Mackall will take the time to understand you and your goals, as well as those changing... Read More about Lance Mackall - Financial Advisor, Ameriprise Financial Services, LLC

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Rick Yanez - Financial Advisor, Ameriprise Financial Services, LLC

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5001 California Ave, Ste 128, Bakersfield, CA

More info available at FINRA's BrokerCheck website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Bakersfield, CA area, Rick Yanez will take the time to understand you and your goals, as well as those changing... Read More about Rick Yanez - Financial Advisor, Ameriprise Financial Services, LLC

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Foundation Wealth Management - Ameriprise Financial Services, LLC

Foundation Wealth Management - Ameriprise Financial Services, LLC Verified by Yext

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5001 California Ave, Ste 128, Bakersfield, CA

More info available at FINRA's BrokerCheck website

At Foundation Wealth Management, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Bakersfield, CA area to help... Read More about Foundation Wealth Management - Ameriprise Financial Services, LLC

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Tim Werdel - Financial Advisor, Ameriprise Financial Services, LLC

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9700 Stockdale Hwy, Ste 100, Bakersfield, CA

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Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Bakersfield, CA area, Tim Werdel will take the time to understand you and your goals, as well as those changing... Read More about Tim Werdel - Financial Advisor, Ameriprise Financial Services, LLC

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Brad Hannink - Private Wealth Advisor, Ameriprise Financial Services, LLC

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11001 River Run Blvd, Ste 100, Bakersfield, CA

More info available at FINRA's BrokerCheck website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Bakersfield, CA area, Brad Hannink will take the time to understand you and your goals, as well as those changing... Read More about Brad Hannink - Private Wealth Advisor, Ameriprise Financial Services, LLC

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Antonio Carlos Beccari - Private Wealth Advisor, Ameriprise Financial Services, LLC

Antonio Carlos Beccari - Private Wealth Advisor, Ameriprise Financial Services, LLC Verified by Yext

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1620 Mill Rock Way, Ste 200, Bakersfield, CA

More info available at FINRA's BrokerCheck website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Bakersfield, CA area, Antonio Carlos Beccari will take the time to understand you and your goals, as well as those... Read More about Antonio Carlos Beccari - Private Wealth Advisor, Ameriprise Financial Services, LLC

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Bankers Life

Bankers Life Verified by Yext

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5016 California Ave, Ste B1, Bakersfield, CA

Life or health insurance needs? Let us help.

Bankers Life provides life and health insurance products, including Medicare Supplement from Washington National and Medicare Advantage from affiliated carriers, annuities and investments designed for Americans who are near or in retirement. Our local agents in Bakersfield, CA live and work in the community, providing personalized guidance to help you plan a secure retirement.  With 200+ offices and 4,000 insurance agents and... Read More about Bankers Life

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Terry Cornelius - Thrivent

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2028 17th St, Bakersfield, CA

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Terry Cornelius is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Bakersfield, CA make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Terry Cornelius - Thrivent

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John Heideman - Thrivent

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2028 17th St, Bakersfield, CA

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. John Heideman is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Bakersfield, CA make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about John Heideman - Thrivent

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Garza Financial Inc (DBA: Michael Garza Insurance Services)

Garza Financial Inc (DBA: Michael Garza Insurance Services)

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5100 California Avenue, Suite 108, Bakersfield, CA

Garza Financial Inc, an Allstate agency led by Michael Garza, offers personalized insurance solutions to families and individuals across Kern County. Located in Bakersfield, we specialize in auto, home, life, and renters insurance. Our mission is to help clients protect what matters most while delivering exceptional service with a local touch. Whether you're looking to compare coverage options or plan... Read More about Garza Financial Inc (DBA: Michael Garza Insurance Services)

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Principal Financial Group

Principal Financial Group Verified by Yext

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4900 California Ave, Suite 120B, Bakersfield, CA

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This is a local sales office for Principal Financial Group. Our financial professionals will work closely with you on a consultative needs-based approach to find solutions that will help you reach your financial goals.

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AgWest Farm Credit

AgWest Farm Credit Verified by Yext

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19628 Industry Parkway Dr, Bakersfield, CA

661-399-7360

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AgWest Farm Credit

AgWest Farm Credit Verified by Yext

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19628 Industry Parkway Dr, Bakersfield, CA

AgWest Farm Credit (formerly Northwest Farm Credit Services) is a member-owned financial cooperative that provides financing and related services to farmers, ranchers, agribusinesses, commercial fishermen, timber producers, rural homeowners and crop insurance customers in a seven-state territory in the Western United States. AgWest is part of the 100+ year-old Farm Credit System – the leading provider of credit to American... Read More about AgWest Farm Credit

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New York Life: Jo Ann Marling, CLTC

New York Life: Jo Ann Marling, CLTC Verified by Yext

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1412 17th St, Ste 219, Bakersfield, CA

661-324-1772

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New York Life: Jo Ann Marling, CLTC Verified by Yext

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1412 17th St, Ste 219, Bakersfield, CA

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As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out... Read More about New York Life: Jo Ann Marling, CLTC

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Harry and Ethel West Foundation Verified by Yext

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3761 Bernard Street, Bakersfield, CA

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McBurnie Richard G is a professional law firm situated in Bakersfield, CA, specializing in a variety of legal and financial services. With expertise in estate planning, financial planning, and wills and probate law, they are committed to providing personalized and comprehensive solutions to meet the unique needs of their clients. Whether you require assistance in crafting a solid estate plan... Read More about Harry and Ethel West Foundation

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New York Life: Jo Ann Marling, CLTC
1412 17th St, Ste 219, Bakersfield, CA 661-324-1772