EJ
Edward Jones - Financial Advisor: Jeffrey Bell, CFP®|CPWA®|AAMS®
Personalized financial planning for Bakersfield families and businesses, with expert guidance from Jeffrey Bell.
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Business
financial-advising
financial-advisor
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About Edward Jones - Financial Advisor: Jeffrey Bell, CFP®|CPWA®|AAMS®
Jeffrey Bell, a certified financial advisor with Edward Jones, offers comprehensive financial services in Bakersfield, CA. Specializing in investment management, retirement planning, and wealth strategies, he provides personalized advice to help clients achieve their financial goals. With credentials including CFP®, CPWA®, and AAMS®, Jeffrey delivers trusted, patient, and knowledgeable support for individuals and businesses seeking long-term financial security.
Location
5201 California Ave STE 340, Bakersfield, CA 93309, USA
Services Offered
Investment Management
Customized portfolio strategies tailored to your risk tolerance and financial objectives.
Retirement Planning
Comprehensive plans to secure your future, including 401(k) and IRA guidance.
Wealth Management
Holistic financial strategies for asset growth, estate planning, and tax efficiency.
Financial Consulting
Personalized advice on budgeting, savings, and long-term financial goals.
Education Funding
Assistance with college savings plans and education expense strategies.
Reviews
5(2 reviews)
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