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John D. Duffield Cpa/Mst
- Knowledge
- Finances
- Questions
“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.”
Best Financial Advisors in Bakersfield, CA
24 firms listed · all 24 in Bakersfield · 2 open weekends · 19 rated 4.5+ · 2 show a license
Data verified October 17, 2026
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The Ameriflex Group
“He is one of the brightest people I have ever met.”
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O'Dell Cross Corporation
“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 ...”
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Daniells Phillips Vaughan & Bock
“Fantastic”
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Fanucchi & Marsh Cpa's
“Gino is an excellent tax professional.”
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Justin D. Regan Accountancy Corp.
- 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.”
The 24 firms listed for Bakersfield, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Bakersfield, CA
All 24 firms we list here are in Bakersfield itself. We have 32 firms in Bakersfield on file; this page shows the highest-rated 24. 20 of the firms on this page have a rating, from 4.4 to 5.0 across 129 reviews; 19 are rated 4.5 or higher. 2 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are business services (3), investment management (3), services for individuals (3), tax services (3) and estate planning (2). 2 show a license on their websites and 5 have a BBB rating of A or A+. 17 have ten or more years of experience, the longest 67 years. 3 offer payment plans and 1 offers a free initial consultation. We have a website on file for 23 of the firms on this page; 20 publish a contact page; 18 list a public email and 2 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Bakersfield take financial planning bookings online?
2 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
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Andrea R. Hill CPA
“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 😊”
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California Retirement Plans
“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.”
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Keathley, Maxwell & Antongiovanni
“Very professional, excellent service.”
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Yuan-Sway Wendy CPA
“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”
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Arrive Financial & Insurance Services
“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.”
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Howard Financial
“Very caring informative advisor”
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Selfridge Financial Design
“She works twice as hard as most to assist in your financial needs.”
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Barnes Wealth Management Group
“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.”
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Charpentier Wealth 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.”
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Moneywise Wealth Management
“Nice people, very professional”
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Taylor & Galyan CPA
“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”
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Entruity Wealth
“Honesty and integrity are key elements to any relationship but even more so in the financial planning world.”
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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...”
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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...”
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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 ...”
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Freedom 2 Retire
- 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.”
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Trovato Wealth Management
“Even now with the stock market and it's crazy swings up and down, they work hard to minimize the damage.”
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Ironwood Retirement Plan Consultants
“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...”
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
Why these companies made our list
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