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Moneywise Wealth Management

5.0

About this business

Do you have investible assests? Are you nearing retirement? Do you need help getting organized and invested both strategically and appropriately for your unique situation? Moneywise Wealth Management is an Inc. 5000, independently owned, fee-based firm that has deep roots in Bakersfield, CA. Our financial advisors have 60+ years of combined, comprehensive industry experience and work with a "team" mentality, closely consulting with a trusted CPA/MST and an Estate Attorney. Our clients' best interests come first - ALWAYS. We ... read more

Location details

8700 Stockdale Hwy, Suite 100, Bakersfield, CA, 93311, United States

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WeekdayScheduleStatus
Mon8:00 a.m. to 5:00 p.m.
Tue8:00 a.m. to 5:00 p.m.
Wed8:00 a.m. to 5:00 p.m.
Thu8:00 a.m. to 5:00 p.m.
Fri8:00 a.m. to 5:00 p.m.
SatClosed
SunClosed
5.09 reviews
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Ray Morris's profile image
Ray Morris 
a year ago

Nice people, very professional 

lloyd becker's profile image
lloyd becker 
a year ago
Jessica Almengor's profile image
Jessica Almengor 
2 years ago
Bernice Fierro's profile image
Bernice Fierro 
2 years ago
Karleen Warren's profile image
Karleen Warren 
4 years ago
View all google reviews

Frequently asked questions about Moneywise Wealth Management

How is Moneywise Wealth Management rated?

Moneywise Wealth Management has a 5 star rating with 9 reviews. 

When is Moneywise Wealth Management open?

Moneywise Wealth Management is closed now. It will open tomorrow at 8:00 a.m. 

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