Below is a list of the top and leading Financial Services in Bakersfield. To help you find the best Financial Services located near you in Bakersfield, we put together our own list based on this rating points list.
Bakersfield’s Best Financial Services:
The top rated Financial Services in Bakersfield, CA are:
- Summit Financial Services – associate themselves with professional organizations
- Rozell Wealth Management – personable customer service declared upon independent
- OneMain Financial – assists customers to meet critical financial needs
- Mariner Finance – work with you to create a solution that fits you
- Moneywise Wealth Management – hyper-engaged investment and planning services
Summit Financial Services
Summit Financial Services has over 200 years of joined mortgage lending experience. They are knowledgeable in all aspects of the mortgage origination process. Whether you are searching for Conventional, FHA & VA, Construction, Reverse Mortgage, or Alternative financing, Summit Financial is here for you. Please call them and put their understanding to work for you. They associate themselves with professional organizations in order to give the highest level of customer service, experience, and credibility to all their valued customers.
Reverse Mortgages, Federal Housing Administration, Conventional Loans, & More
“Tracy Frith handled the refinance of our home loan. Not only was she extremely knowledgeable but her response time was impeccable and she got us the lowest rate out there. She even went above and beyond in contacting our solar company when we were not getting a timely response back from them. I wholeheartedly highly recommend Summit and Tracy.” – Jennifer T.
Rozell Wealth Management
Rozell Wealth Management gives complete financial planning for all aspects and stages of life, with specific emphasis on assisting you when going through a major changeover such as retirement, divorce, death of a spouse, or selling a business in Bakersfield, CA. Their goal is to always surpass your expectations, giving you superior and personable customer service declared upon independent, objective, multi-dimensional investment, and financial advice.
Regardless of what stage of life you’re going through, they offer a comprehensive financial planning experience accounting for and organizing all areas of your financial circumstances to help you optimize wealth, minimize your expenses and move toward a sense of financial freedom.
Complete Financial Planning, Transitional Wealth Specialists, Fiduciary Investment Advice
“I’ve worked with Rozell Wealth across a number of deals of the years. Mr. Rozell’s knowledge and experience are as deep as it is wide. He’s been able to help me with ROTH, 401K’s, and financial planning. His greatest asset is his understanding of the ins and outs of business and real estate and how those play into my financial picture. He’s been able to help me navigate complex situations only a true professional can do. I highly recommend.” – Thomas C.
OneMain Financial is the leader in offering nonprime customers liable access to credit. They are dedicated to being the partner of choice and enabling their customers to reach the best financial future. Their team assists customers to meet critical financial needs, including debt consolidation, home and auto repair, medical procedures, and other major expenses. Their loan specialists work with their customers to produce a monthly budget.
This authorizes their customers to select the best borrowing options for their individual situation, as well as helps guarantee they can repay their loans successfully. They also broadcast to major credit bureaus to help their customers build their credit.
Personal Loans, Credit Cards
“Very professional staff.” – Nicholas M.
Mariner Finance was established in 1927 by a group of financial experts with a common objective: to apply their wealth of wisdom to serve the specific financial needs of each customer. So rather than suitable you for a loan, they work with you to create a solution that fits you. Mariner Finance has been serving communities since 1927 in over 480 branches in 27 states around the country, with branch managers who dwell in the communities they serve. For their customers, that means convenience and dedication to the community. Personal loans provided by Mariner Finance, LLC are not available in all states.
Personal Loans, Debt Consolidation Loans, Car Loans, Home Loans
“Marco was excellent in explaining our options, he is an asset to your company. Thanks again.” – Ralph S.
Moneywise Wealth Management
Moneywise Wealth Management is an autonomously owned, fee-based financial + investment advisory firm that is entrenched in Bakersfield, CA, and works with extraordinary clients from all over the country. Their complete and hyper-engaged investment and planning services are excitedly driven by their advisors’ 60+ years of joined industry experience and their commitment to doing everything that is within their power to better their clients’ lives by alleviating stress and helping them manifest their retirement goals.
Investment Management Services, Retirement Income + Distribution Planning, Risk Management Service, & More
“Firm focused on helping families grow and protect their wealth.” – Dave A.
Ermily has worked as a journalist for nearly a decade having contributed to several large publications online. As a business expert, Ermily reviews local and national businesses.