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Details

General Info

Our company is built on a solid foundation of excellent client service and in-depth market knowledge. Portfolio Management, Stocks & Bonds, Direct Investments, Exchange Traded Funds, Mutual Funds & CD's, Brokerage Accounts, IRA/Roth/TSA Accounts, Company Retirement Plans, SEP IRA, Simple IRA, Treasury Bills, Government Securities, Treasury Notes, Variable And Fixed Annuities, Retirement Plans, Tax Plans, 401 (k) Planning, 403 (b) Planning, College Plans, Estate Plans, Money Purchasing Plans, Profit Sharing Plans, Disability Income Insurance, Life Insurance, And Long Term Care Insurance

HoursCLOSED NOW
Regular Hours:
Mon - Thu
Fri

Contact Info

Phone:

Main - 661-322-9799

Fax - 661-631-0655

Address:
5060 California Ave Bakersfield, CA 93309

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Categories
Financial Planning Consultants, Investment Securities
Services / Products
Portfolio Management, Stocks & Bonds, Direct Investments, Exchange Traded Funds, Mutual Funds & CD's, Brokerage Accounts, IRA/Roth/TSA Accounts, Company Retirement Plans, SEP IRA, Simple IRA, Treasury Bills, Government Securities, Treasury Notes, Variable And Fixed Annuities, Retirement Plans, Tax Plans, 401 (k) Planning, 403 (b) Planning, College Plans, Estate Plans, Money Purchasing Plans, Profit Sharing Plans, Disability Income Insurance, Life Insurance, And Long Term Care Insurance
Neighborhood
Park Stockdale
Accreditation

Certified Financial Planner

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Data provided by one or more of the following: Thryv, Data Axle, Yext.