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“We absolutely love working with Freddie. He is knowledgeable and motivated to get our financial needs met. It is super convenient to work virtually with him. We wouldn’t trust anyone else with our money or 401K management.”
“Conveniently located right on the corner of Mohawk and Truxton Ave. Much nicer offices than the previous two locations. The staff is friendly and helpful. Normally, I conduct all my business with them online. Good to know, though, that I can visit their office and speak to someone in person whenever I have an issue or question.”
“Opened an account here in July of 2021. This is my 2nd bank account the other is with Wells Fargo but definitely I'm treated 10 times better here than at Wells Fargo. Every time I've come in I've never experienced anyone in line as in other banks. I've never asked but several times I've been attended by the branch manager and she's always been fantastic taking me into to her office to attend of my banking needs. They have many branches throughout California which is a great plus 4 me and why I chose them as my 2nd bank”
9:00 AM - 5:00 PM
1502 Mill Rock Way STE 200, Bakersfield
Financial Advising
“I work with this office both personally and professionally and have always found them to be a great source of knowledge in every aspect of our business. Wayne not only prepares taxes, but is a great business consultant. His staff is one of the most competent staff I've ever seen and is always up to date on the latest tax laws.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“We were searching for a CPA in Bakersfield and came across Richard. What a find! We could not be happier with him and his service. He is extremely responsive and informative. Highly recommend!”