California > Bakersfield > Moneywise, Inc.

Moneywise, Inc.

Verified Listing

(661) 847-1000
8800 Stockdale Hwy
Suite 100
Bakersfield, CA 93311
Category: Finance & Legal:Financing Consultants


About

Moneywise Wealth Management is a premier financial services firm in central California, not only because of our ability to help our clients meet their individual financial goals, but as a result of who we are and what we believe: the core values and ethics that guide our organization.

Our values supply the compass by which we stay focused: providing broad, sound financial advice to our clients. Our values brought our company to where it is today, and will guide us tomorrow.
If you would like Moneywise to help you get on track (or stay on track) to meeting your financial life goals, you may call our office for a no-cost, no-obligation consultation.


Products And Services

Retirement & Financial Planning
401(k) and Pension Rollovers
Education and Goal Funding
Investment Advisory Services
Asset Allocation
Annuity and Insurance Services



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