6 advisors with offices in Bakersfield. Credentials, fee structures, and minimums are disclosed on each listing.
Bakersfield, California
Just Build Wealth is an investment advisor based in Bakersfield, California. The firm operates in English and serves clients in the local area.
View detailsBakersfield, California
Wirehouse
Merrill Lynch Wealth Management operates in Bakersfield, California, offering financial planning and investment management services. As a wirehouse firm, the practice provides wealth management support to clients seeking portfolio guidance and financial strategy development. The office conducts business in English.
View detailsBakersfield, California
Insurance-Based
Northwestern Mutual operates in Bakersfield, California, offering insurance planning, investment management, and wealth management services. The firm provides financial planning, insurance analysis, and investment management to clients. English is spoken at this location.
View detailsBakersfield, California
Insurance-Based
Northwestern Mutual - Bakersfield is an insurance-based firm located in Bakersfield, California. The firm provides financial planning, insurance analysis, and investment management services, with a focus on insurance planning. Services are offered in English.
View detailsBakersfield, California
Pensionmark Retirement Group is located in Bakersfield, California and specializes in retirement planning services. The firm serves clients seeking guidance on retirement-related financial matters.
View detailsBakersfield, California
The Ameriflex Group is a financial planning and investment management firm based in Bakersfield, California. The firm serves clients in English and maintains a 5-star rating on Google.
View detailsAdvisors serving Bakersfield specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (California's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.
Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.