Contact Info:

Phone: (661) 491-1111

2222 E Street
Suite 3
Bakersfield, California 93301
United States

Hours: Mon – Thu: 8am – 5pm; Fri: 8am-1pm

Special Instructions:

Special Services:

Financial planning geared towards retirees and pre-retirees.
Planning is designed to optimize areas such as:
income planning
investment management
risk management
tax planning

Web Links:

Last Updated: 3/18/20