MONEYWISE WEALTH MANAGEMENT
| Name | MONEYWISE WEALTH MANAGEMENT |
|---|---|
| Address | 8700 Stockdale Highway, Bakersfield, CA 93311 |
| City | Bakersfield Ca |
| Category | Financial Services |
| Phone | +1-661-847-1000 |
| Email ID | |
| Speciality | 401(k) and Pension Rollovers, Retirement and Financial Planning, Life, Disability and Long Term Care Insurance Policies, IRA Distribution, Education and Goal Funding, Investment Advisory Services, Risk Reduction Strategies, Estate Plan and Concerns, Asset Allocation, Annuities & Insurance Services |
| About | Moneywise Wealth Management is one of the independently owned Bakersfield-based financial services firms. Their comprehensive and hyper-engaged investment and planning services are passionately driven by their advisor's sixty-plus years of combined industry experience. As an extension of their commitment to best serves their customers, they are also driven by a desire to better serve their community through sharing practical advice. The firm is performed to a high level of client service with focused attention on each person’s unique needs. They firmly believe that both of these traditional styles are at the unfortunate expense of the client. They are passionate about the work that they do and are honored to help every client brightly shine. They offer superior world-class investment guidance and performance. |
| Website |
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