Best Financial Advisors in Bakersfield, CA

The highest-rated Financial Planning & Wealth Management companies out of 151 vetted & reviewed in the Bakersfield area.

John D. Duffield Cpa/Mst

John D. Duffield Cpa/Mst

(31)
Quickbooks Services, Business Services, Tax Services
“John keeps up on all of the new laws and regulations and is extremely skilled at taking care of any problems you might have with the IRS regarding audits.”
Offers Financing Options
Transparent Fees & Pricing
Remote Consultations Available
In Business Since 2004
3850 Riverlakes Dr Suite E, Bakersfield, CA
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The Ameriflex Group

The Ameriflex Group

(4)
Investment Management, Transitional Wealth Planning, Comprehensive Financial Planning
“He is one of the brightest people I have ever met.”
Licensed, BBB Rating: A+
In Business Since 2013
2008 21st St Suite 100, Bakersfield, CA
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O'Dell Cross Corporation

O'Dell Cross Corporation

Not For Profit Services, Books & Balances, Consulting & Business
“Since 1986, O'Dell Cross has elevated the financial quality of life for small business owners, construction companies, and nonprofit organizations in Bakersfield, CA. We give our clients peace of mind by ensuring their finances and taxes are handled ...”
Licensed, BBB Rating: A+
In Business Since 2003
9711 Holland St PMB 2, Bakersfield, CA
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Daniells Phillips Vaughan & Bock

Daniells Phillips Vaughan & Bock

(2)
Financial Reporting, Accounting Strategies, Risk Assessment
“Fantastic”
Licensed, BBB Rating: A+
In Business Since 1960
300 New Stine Rd, Bakersfield, CA
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Fanucchi & Marsh Cpa's

Fanucchi & Marsh Cpa's

(1)
“Gino is an excellent tax professional.”
Licensed, BBB Rating: A+
In Business Since 2017
9720 Brimhall Rd, Bakersfield, CA
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Justin D. Regan Accountancy Corp.

Justin D. Regan Accountancy Corp.

(9)
  • Personal Finances
  • CPA
“His response time to my questions and concerns was very timely and I am now confident that I have a permanent accountant for not only my personal finances, but my businesses as well.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2017
1811 20th St, Bakersfield, CA
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Andrea R. Hill CPA

Andrea R. Hill CPA

(7)
Services For Quickbooks, Business Services, Tax Services
“Excellent advice for any business large or small had a few questions about hiring employees on how to pay fed income tax she pointed me in the right direction thanks 😊 Positive Responsiveness, Quality, Professionalism, Value”
Transparent Fees & Pricing
In Business Since 1989
5000 California Ave STE 209, Bakersfield, CA
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California Retirement Plans

California Retirement Plans

(13)
“Having known Andy professionally for several years I can attest to his level of knowledge about the many realms of financial planning and assessment strategies for your long-term goals.”
In Business Since 2005
2222 E St, Bakersfield, CA
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Keathley, Maxwell & Antongiovanni

Keathley, Maxwell & Antongiovanni

(2)
Business Services, Tax Services, Services For Individuals
“Very professional, excellent service.”
Transparent Fees & Pricing
In Business Since 2015
4260 Truxtun Ave STE 140, Bakersfield, CA
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Yuan-Sway Wendy CPA

Yuan-Sway Wendy CPA

Bookkeeping
“We are a full-service Accounting firm licensed in California. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly. Services for Individuals”
Offers Financing Options
Licensed, BBB Rating: A+
Transparent Fees & Pricing
In Business Since 2010
3150 Panama Ln # J, Bakersfield, CA
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Howard Financial

Howard Financial

(2)
Income Planning, Retirement Strategy & Risk, Legacy Planning
“Very caring informative advisor”
In Business Since 2009
5401 Business Park S #112, Bakersfield, CA
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Arrive Financial & Insurance Services

Arrive Financial & Insurance Services

(2)
Estate Planning, Tax Strategies, Income Solutions
“This review was based on my experience with ARRIVE back in 2020 since mortgage rates are at an all-time low, my husband and I jumped at the opportunity to refi our mortgage.”
Licensed
In Business Since 2017
900 Mohawk St, Bakersfield, CA
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Selfridge Financial Design

Selfridge Financial Design

(1)
Legacy and Estate Planning, Education Funding, Insurance and Long-Term Care
“She works twice as hard as most to assist in your financial needs.”
In Business Since 2017
4900 California Ave ste 210-b, Bakersfield, CA
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Charpentier Wealth Strategies

Charpentier Wealth Strategies

(1)
Wealth Protection, Investment Management, Education Funding Strategies
“As a business owner, I was afraid about having enough money for retirement, but the team at Charpentier Wealth Strategies has us in line.”
Licensed
In Business Since 2015
5001 California Ave Suite 125, Bakersfield, CA
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Barnes Wealth Management Group

Barnes Wealth Management Group

(1)
Estate Planning, Retirement Planning, Investment Management
“From our first meeting with Dani, she has demonstrated extensive knowledge, clear communication, and a genuine want to do what is in our best interest as her clients based on our goals.”
In Business Since 2007
5060 California Ave Ste 600, Bakersfield, CA
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Moneywise Wealth Management

Moneywise Wealth Management

(4)
“Nice people, very professional”
In Business Since 2004
8700 Stockdale Hwy, Bakersfield, CA
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Taylor & Galyan CPA

Taylor & Galyan CPA

(3)
“We have used Taylor & Galyan for 10+ years and they I can highly recommend them for both person and business financial planning and tax planning and preparation”
In Business Since 2011
1800 30th St #170, Bakersfield, CA
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Entruity Wealth

Entruity Wealth

(1)
“Honesty and integrity are key elements to any relationship but even more so in the financial planning world.”
In Business Since 2017
11601 Bolthouse Dr #120, Bakersfield, CA
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Portfolio Funding

Portfolio Funding

“My younger self found creativity in the art of self-expression through poetry and dance. I learnedd the strength of tenacity through competitiv sports and the importance of a team and how one position is not more important than the other. I knew I ne...”
In Business Since 2000
4420 Easton Dr # 101, Bakersfield, CA
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Woodward Diversified Capital

Woodward Diversified Capital

“Decades of experience have taught us that every client has unique priorities depending on age, lifestyle, and risk profile. At Woodward Diversified Capital, we want to understand what is important to you. From there, we work diligently to thoroughly ...”
In Business Since 2019
5401 Business Park S # 217, Bakersfield, CA
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Mestmaker & Petrey Wealth

Mestmaker & Petrey Wealth

“At Mestmaker & Petrey Wealth Advisors Our Mission is to assist our clients in pursuing and achieving financial independence through unbiased and objective financial advice. As a client-centered firm, we provide a superior service focusing on client e...”
In Business Since 2008
2000 Oak St, Bakersfield, CA
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Freedom 2 Retire

Freedom 2 Retire

(7)
  • Leadership
  • Retirement
  • Company
“She set me up with the best policy type in my opinion, called the IUL, which gives me Living Benefits and also I have a retirement second account where a portion of the premium I pay every month goes and grows over time.”
4900 California Ave, Bakersfield, CA
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Trovato Wealth Management

Trovato Wealth Management

Service Areas, Resources, Practice Areas
“Even now with the stock market and it's crazy swings up and down, they work hard to minimize the damage.”
In Business Since 2012
4925 Commerce Dr STE 100, Bakersfield, CA
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Ironwood Retirement Plan Consultants

Ironwood Retirement Plan Consultants

Provider Searches, Investment Analysis and Monitoring, Financial Wellness
“Our fiduciary review provides a thorough evaluation of the main areas of your plan to determine if excess fiduciary liability exposure exists. We mitigate liability by regularly monitorgin plan documents, the invesmtents (using our proprietary scorin...”
In Business Since 2011
5060 California Ave #1020, Bakersfield, CA
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Retirement Planning and Investment Management Services in Bakersfield, CA Cost Estimates

Minimum cost
$1236
Maximum cost
$10502
National Average
$3707
Avg Per Hour Rates
$371
$2471
$6796
Average price range is based on 369 cost profiles
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Average Cost $3707
Minimum cost $1236
Maximum cost $10502
Avg Per Hour Rates $371

Average range $2471 to $6796 is based on 369 cost profiles.

Why these companies made our list

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