Fiduciary advisors in Bakersfield, CA

Bakersfield, California

Just Build Wealth, based in Bakersfield, California, is operated by Michael Ross, who brings over 40 years of experience in financial markets and portfolio management. The firm serves both individual investors and financial advisors, focusing on portfolio construction centered on US stocks and bonds as an alternative to global diversification strategies. Ross offers educational resources and consulting through published works and advisory services aimed at helping clients and advisors refine their investment approaches.

Bakersfield, California

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Bakersfield, California. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3-star rating from 2 Google reviews.

Bakersfield, California

Insurance-Based

Northwestern Mutual is an insurance-based firm in Bakersfield, California. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. It holds a 2.6-star rating from 7 Google reviews.

Bakersfield, California

Insurance-Based

Northwestern Mutual - Bakersfield is an insurance-based firm in Bakersfield, California. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Bakersfield, California

Pensionmark Retirement Group is an investment advisory firm in Bakersfield, California. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Bakersfield, California

The Ameriflex Group is an investment advisory firm in Bakersfield, California. Services include Financial Planning and Investment Management. Service options include online appointment booking. Appointments are recommended. The office is open five days a week. It holds a 5-star rating from 6 Google reviews.