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Moneywise Wealth Management

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5.0
6 reviews
|Financial Services|Bakersfield, CA 93311

8700 Stockdale Hwy, Suite 100, Bakersfield, CA 93311

(661) 847-1000

https://www.moneywiseguys.com/

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19628 Industry Pkwy Dr

(661) 399-7360

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About

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 specialize in Financial Guidance/Portfolio Management/Personable Customer Service, Individual/Family/Business Investment Advisory Services, Financial + Retirement Plannin

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