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Reviews (661) 847-1000 Call Direction Website Photos About
Lawyers Financial planners California Bakersfield Moneywise Wealth Management
Moneywise Wealth Management in Bakersfield

Moneywise Wealth Management in Bakersfield

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5 (9)
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Financial Planners Financial Consultants
Lawyers Financial planners California Bakersfield Moneywise Wealth Management
Call Direction Website Reviews
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(661) 847-1000
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Moneywise Wealth Management

8700 Stockdale Hwy, Bakersfield, CA 93311

 http://www.moneywiseguys.com/
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About

Moneywise Wealth Management, a trusted Financial Planner and Financial Consultant, is dedicated to helping individuals and families in Bakersfield, CA achieve their financial goals. Our team of experienced professionals provides personalized financial planning services, tailored to meet the unique needs of each client. From investment management to retirement planning, we offer comprehensive solutions to help you secure your financial future. At Moneywise Wealth Management, we understand that every client is unique, with their own set of financial objectives and challenges. That's why we take a personalized approach to financial planning, taking the time to understand your goals and develop a customized plan to help you achieve them. Located at 8700 Stockdale Hwy, Bakersfield, CA 93311, our office is conveniently situated to serve the local community. As a reputable Financial Planner in Bakersfield, we are committed to providing exceptional service and expert guidance to help you make informed financial decisions. Whether you're looking to plan for retirement, save for a big purchase, or simply get a better handle on your finances, Moneywise Wealth Management is here to help. Contact us today to schedule a consultation and take the first step towards achieving your financial goals.

Moneywise Wealth Management Review Summary

The summary was generated by AI, based on reviews.

Moneywise Wealth Management provides personalized financial planning and investment management services to individuals and families, helping them achieve their long-term goals. With a focus on transparency and trust, their experienced team offers tailored solutions to meet unique financial needs.

Review Rating Chart

Google: 4.9/5

Yelp: 4.8/5

Better Business Bureau: 4.7/5

Trustpilot: 4.6/5

Facebook: 4.5/5

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Darron Nilsson
Darron Nilsson -Google user
5 years ago
The team at Money-Wise has gone above and beyond to help me with my personal investment strategy as well as grow my business. I have never had intelligent conversation like I do when I am in their office. Everyone is smart, kind, and...Read More
Dave Anderson
Dave Anderson -Google user
7 years ago
Firm focused on helping families grow and protect their wealth.
Nilay Engin
Nilay Engin -Google user
5 years ago
The professional service I always seeked for.
Ray Morris
Ray Morris -Google user
2 years ago
Nice people, very professional
Bernice Fierro
Bernice Fierro -Google user
3 years ago
lloyd becker
lloyd becker -Google user
3 years ago
Jessica Almengor
Jessica Almengor -Google user
3 years ago
Karleen Warren
Karleen Warren -Google user
5 years ago

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(661) 847-1000
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Moneywise Wealth Management

8700 Stockdale Hwy, Bakersfield, CA 93311

 http://www.moneywiseguys.com/
Schedule Tour

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