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Barnes Wealth Management Group
Guiding Bakersfield's financial future with trusted, personalized wealth guidance.
5
Business
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Guiding Bakersfield's financial future with trusted, personalized wealth guidance.
Barnes Wealth Management Group in Bakersfield offers financial planning and investment guidance from trusted advisors. Clients praise Scott Barks for thoughtful options and attentive service that led to confident investment decisions. Dani O'Donnell is noted for clear communication and success with personal and business finances, including a recent business acquisition. Office: 5060 California Ave Ste 600, Bakersfield, CA 93309.
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Tailored investment strategies to grow and protect your personal assets based on your financial goals.
Comprehensive financial planning and support for business acquisitions, transitions, and ongoing management.
Expert guidance on retirement savings, income strategies, and long-term financial security.
Holistic financial services including estate planning, tax strategies, and asset allocation.
Personalized meetings to discuss options, set goals, and develop actionable financial plans.
Overall rating
Gena Story
Ken Beggs
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
Marcos Rodriguez
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.
Cesar Benatti
