Moneywise Wealth Management - Bakersfield, California

Moneywise Wealth Management: A Comprehensive Overview

Moneywise Wealth Management is a reputable firm located at 8700 Stockdale Hwy, Bakersfield, CA 93311, offering top-notch financial planning and consulting services to their clients. With a phone number of 18471000 and a user-friendly website at moneywiseguys.com, the company is dedicated to helping individuals and families grow and protect their wealth.

Specialties and Expertise

• Financial Planner: Moneywise Wealth Management offers personalized financial planning services to cater to the unique needs of each client.
• Financial Consultant: They provide expert advice on various financial matters, including investment strategies, retirement planning, and 401K management.

Accessibility and Convenience

The company is committed to ensuring that all clients can access their services easily. They offer a wheelchair accessible entrance, wheelchair accessible parking lot, and wheelchair accessible restroom. While a restroom is available on-site, it is recommended to schedule an appointment in advance for a more seamless experience.

Client Reviews and Testimonials

Moneywise Wealth Management has garnered an impressive 8 reviews on Google My Business with an average opinion of 5/5. Clients consistently praise the company for its exceptional service, knowledgeable staff, and personalized approach to financial planning. One satisfied customer noted that the team at Moneywise Wealth Management went above and beyond to help them with their personal investment strategy and business growth, making the experience "easy and refreshing."

Final Recommendation

If you are in need of a reliable and experienced financial planning firm, look no further than Moneywise Wealth Management. With their commitment to accessibility, expertise, and client satisfaction, they are well-equipped to help you grow and protect your wealth. For more information or to schedule an appointment, visit their website at moneywiseguys.com or contact them directly at 18471000.

👍 Reviews of Moneywise Wealth Management

Darron N.

5/5

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 interested in me. I thought it was going to be a challenge to navigate this new relationship, but it has been nothing but easy and refreshing. If you are in need of a great bunch of folks to help you manage your investments, retirement, or 401K I highly recommend Money-Wise.

Dave A.

5/5

Firm focused on helping families grow and protect their wealth.

Nilay E.

5/5

The professional service I always seeked for.

Ray M.

5/5

Nice people, very professional

lloyd B.

5/5

Jessica A.

5/5

Bernice F.

5/5

Karleen W.

5/5