Services Offered
Personal Investment Management
Tailored investment strategies to grow and protect your personal assets based on your financial goals.
Business Financial Advisory
Comprehensive financial planning and support for business acquisitions, transitions, and ongoing management.
Retirement Planning
Expert guidance on retirement savings, income strategies, and long-term financial security.
Wealth Management
Holistic financial services including estate planning, tax strategies, and asset allocation.
Client Consultation
Personalized meetings to discuss options, set goals, and develop actionable financial plans.
Reviews
5(4 reviews)
Rating Distribution
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G
Gena Story
via Google
9 months ago
K
Ken Beggsvia Google
10 months ago
My wife and I recently visited Scott Barks at his office. The reason for the visit was to have Scott help us invest some funds we recently received. Scott and his assistant spent time talking about our options. In a day of poor customer service this was a breath of fresh air. We were very pleased with our investments and felt confident we made some good decisions with Scott's help. We fully recommend Scott
M
Marcos Rodriguezvia Google
almost 2 years ago
Our financial advisor is Dani O'Donnell and it is evident why she has won Bakersfield's Best the past couple of years. She assists us with both our personal and business financials and was a key part during our recent transition related to a business acquisition. From our first meeting with Dani, she has demonstrated extensive knowledge, clear communication, and a genuine want to do what is in our best interest as her clients based on our goals. We highly recommend her services. Thank you, Dani.
C
Cesar Benattivia Google
about 8 years ago
