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State DirectoryFinancial Planners in Tevis Ranch Bakersfield, CA
1. Annuity General
Serving the Bakersfield Area
From Business: Call now for a Free Information Kit authored by a leading USA retirement income planning firm. Pros and cons on annuities, discover ways to maximize retirement income & easy to…
3. Allstate Personal Financial Representative: Anthony Jimenez Munoz
4500 Gosford Rd Unit 103, Bakersfield, CA 93313
From Business: As a Personal Financial Representative in Bakersfield, I’ve gotten to know many local families. I understand that when it comes to preparing for your financial future, each…
4. The Cohen Group - UBS Financial Services Inc.
9201 Camino Media Ste 230, Bakersfield, CA 93311
5. Christopher G. McGehee - UBS Financial Services Inc.
9201 Camino Media Ste 230, Bakersfield, CA 93311
8. Bakersfield, CA Branch Office - UBS Financial Services Inc.
9201 Camino Media Ste 230, Bakersfield, CA 93311
9. Ameriprise Financial
1620 Mill Rock Way Ste 200, Bakersfield, CA 93311
From Business: At The Beccari & Werdel Wealth Management Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial…
10. Antonio Carlos Beccari - Private Wealth Advisor, Ameriprise Financial Services
1620 Mill Rock Way Ste 200, Bakersfield, CA 93311
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
11. Hendra Tanuwijaya - Private Wealth Advisor, Ameriprise Financial Services
11001 River Run Blvd Ste 100, Bakersfield, CA 93311
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
12. Ram Martinez - Financial Advisor, Ameriprise Financial Services
11001 River Run Blvd Ste 100, Bakersfield, CA 93311
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
13. Tim Werdel - Financial Advisor, Ameriprise Financial Services
9700 Stockdale Hwy Ste 100, Bakersfield, CA 93311
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
14. Daniells Phillips Vaughan & Bock
300 New Stine Rd, Bakersfield, CA 93309
From Business: As CPAs and advisors, we strive to help you find solutions. We want to achieve the kind of working relationships with you and your staff that allow us to continually provide a…
15. Bowles Financial & Insurance Group
200 New Stine Rd, Bakersfield, CA 93309
17. Sharp Points 4 You
3849 Soranno Ave, Bakersfield, CA 93309
18. Charles Schwab
5555 Truxtun Ave, Bakersfield, CA 93309
"The girl Marisol that works at this location is very unprofessional and makes that clear while she's at the padre on the weekends she actually slept with my husband who went to…"
19. Merrill Lynch Wealth Management
5080 California Ave Ste 102, Bakersfield, CA 93309
From Business: Welcome to Merrill Lynch in Bakersfield, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…
21. Spectrum Tax & Financial
1716 Oak St, Bakersfield, CA 93301
"I am a tax preparer and rely on Valerie to give me advice on certain returns.. she is the best"
22. Zuk Financial Group
5301 Office Park Dr Ste 125, Bakersfield, CA 93309
23. Rick L. Scott - Financial Advisor, Ameriprise Financial Services
5001 California Ave Ste 128, Bakersfield, CA 93309
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
24. Carter Piper - Financial Advisor, Ameriprise Financial Services
5001 California Ave Ste 128, Bakersfield, CA 93309
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
25. Timothy Petty - Financial Advisor, Ameriprise Financial Services
5001 California Ave Ste 128, Bakersfield, CA 93309
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
26. Lance Mackall - Financial Advisor, Ameriprise Financial Services
5001 California Ave Ste 128, Bakersfield, CA 93309
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
27. Principal Financial Group
4900 California Ave Ste 120B, Bakersfield, CA 93309
From Business: This is a local sales office for Principal Financial Group. Our financial professionals will work closely with you on a consultative needs-based approach to find solutions that…
28. MBR Capital Management
4800 Easton Dr Ste 114, Bakersfield, CA 93309
30. John Heideman - Thrivent
2028 17th St, Bakersfield, CA 93301
From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. John Heideman is committed to providing financial advice,…
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