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General Info

Moneywise Wealth Management is a premier financial services firm in Central California, not only because of our ability to help our clients meet their individual financial goals, but as a result of who we are and what we believe: the core values and ethics that guide our organization. Our values supply the compass by which we stay focused: providing broad, sound financial advice to our clients. Our values brought our company to where it is today, and will guide us tomorrow. In working with clients to create individual financial plans, services may include... Retirement & Financial Planning 401(k) and Pension Rollovers Education and Goal Funding Investment Advisory Services Asset Allocation Annuity and Insurance Services

HoursCLOSED NOW

Regular Hours:

Mon - Fri	9:00 am - 5:00 pm
Sat - Sun	Closed

Contact Info

Phone:

Main - 661-847-1000

ExtraTollFree - 661-847-1000

Address:

8700 Stockdale Hwy Bakersfield, CA 93311

Email:

Contact Us

Link:

http://moneywiseguys.com

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Categories

Financing Consultants, Financial Planning Consultants

Neighborhood

CSU Bakersfield

Associations

Securities offered through: SCF Securities, Inc. Member FINRA/SIPC Advisory Services offered through: SCF Investment Advisors, Inc. An SEC Registered Investment Advisor Corporate Office: 155 E. Shaw Ave. Suite 102 Fresno, CA. 93710 www.scfsecurities.com 800.955.2517