Choosing the right investment firm is a crucial move toward securing lasting financial success. Whether you’re aiming to build a diversified portfolio, prepare for retirement, or explore new opportunities for financial growth, partnering with an experienced and trustworthy advisor can provide the guidance and confidence needed to navigate today’s complex markets.
For individuals and businesses in Bakersfield looking for expert investment support, the firms highlighted below are known for their tailored strategies, fiduciary commitment, and deep understanding of the local financial environment.
Moneywise Wealth Management
Moneywise Wealth Management, known as The Moneywise Guys, is an independently owned, fee-based financial and investment advisory firm based in Bakersfield, California. With over 60 years of combined industry experience, the team is dedicated to helping clients achieve their retirement goals through comprehensive financial planning and investment strategies.
Address: 8700 Stockdale Hwy, Bakersfield, CA 93311
Phone: 16618471000
Email: [email protected]
Website: http://www.moneywiseguys.com
Pacific Advisors
Pacific Advisors is a comprehensive financial services firm headquartered in Irvine, California. With a legacy dating back to 1862, the firm has grown to serve over 60,000 clients across the United States. Operating as an agency of The Guardian Life Insurance Company of America, Pacific Advisors offers a wide range of services, including insurance, investment, retirement, and estate planning solutions. The firm is committed to helping individuals, families, and businesses achieve financial clarity and security through personalized strategies.
Address: 5401 Business Park S, Bakersfield, CA 93309
Phone: 16618619791
Email: [email protected]
Website: https://www.pacificadvisors.com/
Trovato Wealth Management
Trovato Wealth Management is an independent financial planning and wealth management firm based in Bakersfield, California. Founded in 2012 by Joe Trovato, the firm specializes in providing personalized financial strategies to individuals, families, and businesses, focusing on retirement planning, asset management, and comprehensive financial guidance.
Address: 4925 Commerce Dr STE 100, Bakersfield, CA 93309
Phone: 16618647500
Email: [email protected]
Website: https://www.trovatowealthmanagement.com/
Gupta Investments Group
Gupta Investments Group (GIG) is a global family office specializing in diversified investment strategies across multiple asset classes. With offices in Bakersfield, California, and Gurgaon, India, GIG focuses on creating long-term value by investing in companies uniquely positioned for a competitive advantage in the marketplace.
Address: 1400 Easton Dr, Bakersfield, CA 93309
Phone: 16612205199
Email: [email protected]
Website: https://guptainvestmentsgroup.com/
Portfolio Funding
Portfolio Funding is a mortgage brokerage division of Real Estate Cash Flow Network, Inc., based in Bakersfield, California. The firm specializes in providing tailored financing solutions for real estate investors, aiming to help clients achieve financial independence through strategic leveraging of investment properties.
Address: 4420 Easton Dr # 101, Bakersfield, CA 93309
Phone: 16612822246
Email: [email protected]
Website: https://www.portfoliofunding.net/
Howard Financial
Howard Financial & Wealth Management, Inc., led by Lance R. Howard, is a well-established independent financial advisory firm based in Bakersfield, California. Founded in 1995, the firm specializes in providing comprehensive financial planning services, including investment strategies, retirement planning, legacy planning, and insurance solutions. As a fiduciary, Howard Financial is committed to acting in the best interests of its clients, ensuring transparency and ethical guidance in all financial matters.
Address: 5401 Business Park S #112, Bakersfield, CA 93309
Phone: 16613225192
Email: [email protected]
Website: http://www.lancehowardfinancial.com/
Charpentier Wealth Strategies
Charpentier Wealth Strategies is a financial advisory firm based in Bakersfield, California, dedicated to providing comprehensive financial planning and investment management services to individuals, families, and businesses. With a client-centric approach, the firm aims to alleviate the stress associated with financial planning by offering straightforward and effective solutions. Their services encompass various aspects of financial planning, including wealth protection, life insurance, disability coverage, and long-term care planning, ensuring clients are well-prepared for life’s uncertainties .
Address: 5001 California Ave Suite 125, Bakersfield, CA 93309
Phone: 16613225204
Email: [email protected]
Website: http://www.charpentierwealth.com/
Barnes Wealth Management Group
Barnes Wealth Management Group is a registered investment advisory firm based in Bakersfield, California. Founded in 2004, the firm specializes in comprehensive financial planning and wealth management services for individuals, families, and businesses. With a client-centric approach, Barnes Wealth Management aims to help clients pursue their vision of “true wealth,” encompassing not just financial security but also the freedom and confidence to live life by design.
Address: 5060 California Ave Ste 600, Bakersfield, CA 93309
Phone: 16613229799
Email: [email protected]
Website: http://www.barneswealth.com/
Bowen Accounting – Richard Bowen
Bowen Accounting & Tax is a reputable accounting firm led by Richard Bowen, CPA, serving the Bakersfield, California area since 1999. The firm specializes in providing personalized accounting and tax services to individuals and small businesses, focusing on delivering practical solutions and fostering long-term client relationships.
Address: 4420 Easton Dr Ste 102a, Bakersfield, CA 93309
Phone: 16613420087
Email: [email protected]
Website: http://www.bowenaccounting.com
Rozell Wealth Management
The AmeriFlex Group is a financial advisory firm specializing in comprehensive financial planning and investment management. With offices in Bakersfield, California, and Whitefish, Montana, the firm focuses on guiding clients through significant life transitions such as retirement, divorce, the loss of a spouse, or the sale of a business.
Address: 841 Mohawk St Ste 270, Bakersfield, CA 93309
Phone: 16613471211
Email: [email protected]
Website: http://www.rozellwealthmgt.com
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