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8AM - 5PM
4420 Easton Dr STE 100, Bakersfield
Investing
“Dianna and Briana are so amazing. Anytime I need something fixed, they are right on it, and are understanding in any situation. I am truly blessed to have them as a manager because they really get the job done.”
8AM - 5PM
3100 19th St Suite 150, Bakersfield
Investing
“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.”
Investing
Investing
“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!”