Connect with Top-Rated Financial Planners in Bakersfield!

Read verified customer reviews of the most reliable financial planners in Bakersfield, CA. Save time and money by comparing prices, getting expert recommendations, and finding the perfect fit for your needs.

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Trovato Wealth Management is dedicated to helping individuals and families achieve their financial goals through personalized wealth management services. Our team of experienced financial advisors offers a comprehensive range of services including investment advice, retirement planning, and estate planning.
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WealthTarget Investment Advisors, LLC is a locally owned, independent financial planning and investment advisory firm that provides personalized services to help clients achieve their financial goals. We offer a range of services, including investment and financial planning, retirement plans, divorce planning, and more. Our team of experts, led by Laurence E Menna, CFP, AIF, will work with you to create a tailored strategy that fits your unique needs and helps you gain confidence in your financial decisions. We believe in fee-only, objective advice and are committed to helping you achieve financial success.
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Mestmaker & Petrey Wealth Advisors Inc. is a SEC Registered Investment Advisory Firm providing portfolio and investment management services, offering financial planning, wealth management, college planning, portfolio management, and alternative investments to individuals, corporations, foundations, and charities. Our team approach and "hands-on" approach allow us to be more proactive in this ever-changing investment landscape, resulting in a high retention rate. With offices in Bakersfield and the Central Coast, we are committed to assisting our clients in pursuing and achieving financial independence through unbiased and objective financial advice.
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