CR
California Retirement Plans
Des conseils de retraite axés sur l’éducation à Bakersfield — une planification personnalisée et sans pression.
5(5 avis)
Business
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Des conseils de retraite axés sur l’éducation à Bakersfield — une planification personnalisée et sans pression.
California Retirement Plans, basé à Bakersfield, Californie, propose une planification de la retraite et des conseils fiscalement avisés dirigés par Andy Barkate et son équipe. Les clients apprécient des explications claires, des stratégies personnalisées et une approche abordable et sans pression, conçue pour optimiser les décisions liées à l'IRA et au 401(k) et assurer l'avenir financier.
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Des plans personnalisés pour les IRA, les 401(k)s et les économies afin d'optimiser les objectifs de retraite et la sécurité financière.
Conseils d'experts sur des stratégies fiscalement efficaces pour minimiser les impôts à payer et améliorer les rendements des investissements.
Conseils d'investissement variés pour maximiser les rendements et gérer les portefeuilles en vue d'une croissance à long terme.
Consultations gratuites et détaillées pour familiariser les clients avec des concepts financiers complexes, expliqués en termes simples.
Évaluations individuelles pour adapter les plans à la situation de chacun et apporter des ajustements en temps utile si nécessaire.
Andy Barkate, his family, and team are the best! He is very insightful, Andy will sit with you and explain everything in great detail and if changes need to be made, he will make them right away. He wants to make sure that you have the best Returns on your money. We highly recommend them.
I really enjoy my visits with Andy. He is well educated with tax planning and retirement strategy. If you have some savings , IRA or 401k plan it would be a benefit to get a visit with Andy. He is not pushy and genuinely interested in your individual situation. Thanks Andy for the education you have provided to me free of charge and I look forward to doing retirement with your guidance.
Andy is very knowledgeable about his business and has helped me so much with my personal finances. I highly recommend him for any of my financial needs.
Andy is great to work with excellent advice and a multi faceted plan for retirement. Service is extremely affordable. He is working on text notifications which will make the service even better. Highly recommend!
I can't say enough great things about Andy Barkate and California Retirement Plans! Andy is exceptionally knowledgeable, professional, and genuinely dedicated to his clients' financial well-being. He takes the time to break down complex retirement planning concepts into clear, easy-to-understand terms, ensuring you feel confident in every decision. For anyone looking for trusted, expert guidance to secure their financial future, I highly recommend Andy and his team!
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