Holber & Associates

Kal Financial, with its Bakersfield branch office, focuses on fostering lasting relationships by understanding the financial priorities and concerns of its clients. Their mission is to provide customized quality strategies and serve as a primary source of financial advice, emphasizing long-term relationships and exceptional client service. Under the leadership of experienced professionals like Jaspreet Jesse Puri and Lisa Monica, Kal Financial combines industry expertise with a commitment to client satisfaction. Their team is dedicated to driving business growth while ensuring clients confidently pursue their life goals through comprehensive wealth management solutions. Generated from the website

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.