Moneywise Wealth Management

Name: Moneywise Wealth Management
Address: 1907 K Street, Bakersfield, CA, 93301, US
Telephone: (661) 847-1000
Price range: $$$
Rating: 5

Intelligent financial guidance to grow and protect wealth in Bakersfield.

5(5 reviews)

financial-advising

$$$

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About

Moneywise Wealth Management in Bakersfield, CA offers intelligent, personal investment guidance. The team is described as smart, kind, and highly professional, with a focus on helping families grow and protect their wealth. Clients report easy, refreshingly transparent service—assistance with investments, retirement planning, and 401(k)s, backed by thoughtful strategies and clear, friendly support.

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Location

1907 K St, Bakersfield, CA 93301, USA

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Information

1907 K Street

Bakersfield, CA, 93301

(661) 847-1000 www.moneywiseguys.com/

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Services

Personal Investment Strategy

Tailored investment plans to grow your wealth based on your financial goals and risk tolerance.

Retirement Planning

Comprehensive retirement solutions including 401K management and long-term savings strategies.

Wealth Protection

Services focused on safeguarding your assets and ensuring financial security for your family.

Business Growth Advisory

Financial consulting to help entrepreneurs and businesses expand and optimize their finances.

401K Management

Expert guidance on managing and maximizing your 401K investments for a secure retirement.

5.00 · 5 reviews

Overall rating

Ray Morris

via Google

· 4 years ago

Nice people, very professional

lloyd becker

via Google

· 4 years ago

Nilay Engin

via Google

· 6 years ago

The professional service I always seeked for.

Darron Nilsson

via Google

· 7 years ago

The team at Money-Wise has gone above and beyond to help me with my personal investment strategy as well as grow my business. I have never had intelligent conversation like I do when I am in their office. Everyone is smart, kind, and interested in me. I thought it was going to be a challenge to navigate this new relationship, but it has been nothing but easy and refreshing. If you are in need of a great bunch of folks to help you manage your investments, retirement, or 401K I highly recommend Money-Wise.

Dave Anderson

via Google

· 8 years ago

Firm focused on helping families grow and protect their wealth.

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