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We listen to your unique financial needs + retirement goals, and then help empower you to thrive as your own hero throughout your financial journey.. Moneywise Wealth Management is an independently owned, fee-based financial + investment advisory firm that is rooted in Bakersfield, CA and works with incredible clients from all over the country. Our comprehensive and hyper-engaged investment.


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Best Financial Services in Bakersfield Handpicked Top 3 Financial Services in Bakersfield, California. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. We have a strict "No Pay to Play" policy.


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Founded in 1982, M.D. Atkinson Company, Inc., provides a variety of asset management, property management, strategic planning, and financial services. Headquartered in Bakersfield, CA, we manage properties in Central and Southern CA. Our expertise covers all facets of real estate including commercial, residential, multifamily, and HOA.


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Meet the Barnes Wealth Management Group financial advisors, board, executive leadership and team and more.. Bakersfield, CA 93309. About. Why Us? Our Partners; Frequently Asked Questions; Services. Financial Planning; Investment Management;. Forbes Best-in-State Wealth Advisor: Awarded to Paul West (2018, 2021). The Forbes ranking of Best.


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Ratings for the top companies hiring near you in Bakersfield are based on anonymous employee reviews to provide a candid list of today's top Investment & Asset Management employers in Bakersfield, CA.


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Bakersfield, California, Asset Management - Find & Compare Asset Management Professionals in Bakersfield, California, www.financialservicedirectory.com - Financial Service Directory. (513) 204-7999. Contact Us.


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For clients who want more tangible investments, we are well versed in finding, financing, and managing investment properties. We can assist with identifying investment opportunities in private, early stage companies. Independence means freedom to choose an open platform so we can select the best custodian for our clients assets, the best.


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Other firms offer an a la carte menu - you will pay for any additional services on top of your asset management fee. 4. Who are my contacts within your firm?. Bakersfield, CA 93309. About. Why Us? Our Partners; Frequently Asked Questions. 2021). The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based.


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Updated on 06/06/2023 Find the Best Financial Advisors in Bakersfield, CA Hiring a financial advisor helps you secure your future and grow your finances. When evaluating a financial advisor,.


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Reviews on Asset Allocation in Bakersfield, CA - Bowen Accounting - Richard Bowen, Portfolio Properties, Barnes Wealth Management Group, Howard Financial & Wealth Management, Inc, Charles Schwab


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Serving clients at Barnes Wealth Management Group in Bakersfield, CA and the surrounding communities. Financial Advisor Experience After several years in management, Steve started his career in the financial services industry with a Fortune 500 company in 1986.


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Bakersfield, California: Navigating the World of Asset Management Excellence. Bakersfield, California, a city known for its agricultural prowess, oil production, and vibrant culture, has evolved into a thriving economic center in the heart of the state's Central Valley.