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Finding the right financial advisor can significantly impact your long-term financial success. Whether you’re working on building wealth, planning for retirement, or making important financial decisions, a trusted financial partner can help guide you toward informed choices and keep you on track.
If you’re in Bakersfield and seeking expert financial guidance, consider these reputable advisory firms known for their personalized approach and deep understanding of the local market.
- Mid State Development Corporation
- Pensionmark Retirement Group
- Executive Consulting of America
- Serda Financial
- Ironwood Retirement Plan Consultants
- Gupta Investments Group
- WealthTarget Investment Advisors LLC
- Moneywise Wealth Management
- Howard Financial & Wealth Management Inc
- California Retirement Plans-Andy Barkate MS
1. Mid State Development Corporation
Cen Cal Business Finance Group, established in 1984, is a private, not-for-profit organization dedicated to providing fixed-rate SBA 504 loans for owner-occupied real estate acquisitions and equipment purchases. As a Certified Development Company (CDC) licensed by the U.S. Small Business Administration, the firm partners with banks, private lenders, and credit unions to serve small and medium-sized businesses in Central and Northern California. Their mission focuses on simplifying the financing process by offering timely information, preparing comprehensive loan packages, and efficiently managing the closing process to expedite funding.
2. Pensionmark Retirement Group
Pensionmark’s Central California office, led by President and Managing Advisor Tom D. Ming AIF®, is dedicated to delivering comprehensive financial planning and retirement solutions. Located at 5401 Business Park South, Suite 122, Bakersfield, CA 93309, the team collaborates with corporate, government, and non-profit retirement plans to simplify complexities, reduce plan fees, and enhance participant retirement readiness. The office operates Monday through Friday, 8:00 AM to 5:00 PM. For more information or to schedule a consultation, visit their website at worldadvisors.com or contact them at 661-369-7025.
3. Executive Consulting of America
Executive Consulting of America, Inc. is a distinguished business consulting firm committed to empowering organizations with strategic solutions that drive growth and efficiency. Situated at 33 S. Real Rd #5, Bakersfield, CA 93309, the firm offers a comprehensive approach to business management, aligning operational practices with organizational objectives. Their team of seasoned consultants specializes in incorporating services, business funding, merchant processing, credit restoration, and financial services, ensuring clients make informed decisions that support their long-term vision. Dedicated to a client-centric philosophy, Executive Consulting of America provides personalized guidance that fosters business success and sustainability. With a strong track record of excellence, the firm has become a trusted partner for businesses aiming to enhance their operational performance. For more information or to schedule a consultation, visit executiveconsultingofamerica.com.
- Services: Incorporating Services, Business Funding, Merchant Processing, Credit Restoration, Financial Services
- Address: 33 S. Real Rd #5, Bakersfield, CA 93309
- Phone: 661-206-4385
- Website: Executive Consulting of America
- Contact: info@executiveconsultingofamerica.com
4. Ironwood Retirement Plan Consultants
Ironwood Retirement Plan Consultants (IRPC) is a distinguished retirement planning firm located at 5060 California Avenue, Suite 600, Bakersfield, CA 93309. With over 53 years of combined experience, their team specializes in tailoring retirement solutions for both employers and employees. For employers, IRPC offers customized strategies to enhance employee satisfaction and drive organizational growth. For employees, they provide comprehensive guidance to ensure a secure and prosperous retirement. Led by Ron Church, ChFC®, CPFA, IRPC operates with a client-centered philosophy, emphasizing personalized service and expert advice. For more information or to schedule a consultation, visit ironwoodretirementplanconsultants.com.
- Services: Retirement Planning, Employer Solutions, Employee Guidance
- Address: 5060 California Avenue, Suite 600, Bakersfield, CA 93309
- Phone: 661-735-1558
- Website: ironwoodretirementplanconsultants.com
5. WealthTarget Investment Advisors LLC
WealthTarget Investment Advisors is a distinguished financial advisory firm committed to delivering personalized investment management and financial planning services. Situated in Bakersfield, California, the firm offers a comprehensive suite of services, including investment management, retirement planning, and business retirement plan setup and management. Their team of seasoned advisors collaborates closely with clients to develop customized strategies that align with their unique financial aspirations and goals. Dedicated to providing fee-only, independent, and objective advice, WealthTarget Investment Advisors aims to foster financial confidence and clarity for individuals and businesses alike. For more information or to schedule a consultation, visit wealthtarget.com.
- Services: Investment Management, Retirement Planning, Business Retirement Plans
- Address: 5500 Ming Avenue, Ste. 335, Bakersfield, CA 93309
- Phone: (661) 837-8500
- Website: wealthtarget.com
6. Moneywise Wealth Management
Moneywise Wealth Management is an independently owned, fee-based financial and investment advisory firm rooted in Bakersfield, California. They collaborate with clients nationwide, offering comprehensive services to empower individuals, families, and business owners to achieve their financial aspirations. Their advisors specialize in wealth management, retirement planning, tax efficiency strategies, and estate planning, all within an integrated framework that emphasizes long-term, strategic investing.
Services:
- Retirement and Financial Planning
- 401(k) and Pension Rollovers
- Education and Goal Funding
- Investment Advisory Services
- Asset Allocation
- Annuities and Insurance Services with a Fiduciary Perspective
Address: 8700 Stockdale Highway, Bakersfield, CA 93311
Phone: 1-661-847-1000
Website: Moneywise Wealth Management
Email: info@moneywiseguys.com
7. Howard Financial & Wealth Management Inc
Howard Financial is a distinguished financial planning firm based in Bakersfield, California, dedicated to guiding individuals and families toward financial clarity and security. Founded in 1995, the firm offers a comprehensive suite of services, including investment management, retirement planning, legacy planning, and income planning. Their holistic approach integrates all aspects of a client’s financial life, ensuring strategies are tailored to individual goals and circumstances. As fiduciaries, Howard Financial is committed to acting in their clients’ best interests, fostering long-term relationships built on trust and personalized guidance.
8. California Retirement Plans-Andy Barkate MS
Situated in Bakersfield, California Retirement Plans offers expert guidance to help clients make informed and confident financial decisions regarding retirement. Their process includes discovering clients’ retirement aspirations, evaluating financial standings, and planning tailored strategies to meet specific objectives. Under the leadership of Andy Barkate, M.S., the firm is committed to assessing financial situations with integrity and transparency. To learn more or to schedule a complimentary phone appointment, visit calretirement.com.
9. Barnes Wealth Management Group
Barnes Wealth Management Group, located at 5060 California Ave., Suite 600, Bakersfield, CA 93309, is a dedicated financial advisory firm committed to guiding clients toward their vision of true wealth. Their comprehensive suite of services includes financial planning, investment management, retirement planning, tax planning, estate planning, and private client services. The firm’s experienced advisors focus on simplifying complex financial matters, ensuring clients are well-informed and confident in their financial decisions. By integrating personal goals with strategic financial planning, Barnes Wealth Management Group empowers individuals and families to achieve financial freedom and security. For more information or to schedule a consultation, visit barneswealth.com or contact them at (661) 322-9799.
10. Charpentier Wealth Strategies
Charpentier Wealth Strategies, located at 5001 California Ave #125, Bakersfield, CA 93309, is dedicated to simplifying the financial planning process for individuals, families, and business owners. Understanding that financial decisions can often feel overwhelming, their team offers personalized guidance to help clients create tailored financial roadmaps. Their services encompass wealth protection strategies, including life, disability, and long-term care insurance, ensuring clients’ assets and loved ones are safeguarded against unforeseen events. By integrating clients’ current situations with their future aspirations, Charpentier Wealth Strategies aims to provide clarity and confidence in financial decision-making. To learn more or to schedule an appointment, visit charpentierwealth.com or call 661-322-5204.
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