Moneywise Wealth Management - Bakersfield, California
Address: 8700 Stockdale Hwy, Bakersfield, CA 93311.
Phone: 18471000.
Website: moneywiseguys.com
Specialties: Financial planner, Financial consultant.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 8 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Moneywise Wealth Management
⏰ Open Hours of Moneywise Wealth Management
- Monday: 8 AM–5 PM
- Tuesday: 8 AM–5 PM
- Wednesday: 8 AM–5 PM
- Thursday: 8 AM–5 PM
- Friday: 8 AM–1 PM
- Saturday: Closed
- Sunday: Closed
Introduction to Moneywise Wealth Management
Moneywise Wealth Management, located at 8700 Stockdale Hwy, Bakersfield, CA 93311, is a reputable financial services company that specializes in providing comprehensive financial planning and consulting services. With a phone number of 18471000 and a website at moneywiseguys.com, the company has established itself as a trusted partner for individuals and families seeking to grow and protect their wealth.
Specialties and Services
The company's specialties include financial planning and financial consulting, catering to a wide range of clients with diverse financial needs. Moneywise Wealth Management's expert team of professionals works closely with clients to develop personalized strategies tailored to their unique financial goals and circumstances.
Accessibility and Other Points of Interest
To ensure that all clients can access their services comfortably, Moneywise Wealth Management provides a wheelchair accessible entrance, a wheelchair accessible parking lot, and a wheelchair accessible restroom. Appointments are recommended to ensure that clients receive the undivided attention they deserve during their consultation.
Client Reviews and Opinions
The company has garnered a strong reputation among its clients, with an impressive average opinion rating of 5/5 based on 8 reviews on Google My Business. Clients consistently praise the team's expertise, personalized approach, and dedication to helping them achieve their financial goals. One satisfied client noted that the team at Moneywise Wealth Management "has gone above and beyond to help me with my personal investment strategy as well as grow my business," while another highlighted the company's "intelligent conversation" and "kind" staff.
Recommendation
If you are in need of a reliable and knowledgeable financial planning partner, Moneywise Wealth Management is an excellent choice. Their commitment to personalized service, expertise, and client satisfaction sets them apart in the industry. Whether you are looking to grow your investments, plan for retirement, or manage your 401K, their firm is focused on helping families like yours protect and grow their wealth.
To learn more about Moneywise Wealth Management and their services, visit their website at moneywiseguys.com or contact them directly at (845)1000. Don't miss this opportunity to take control of your financial future with the help of a trusted and experienced team.
👍 Reviews of Moneywise Wealth Management
