Moneywise Wealth Management

Closed
yelp logo

(7)

Call
Website

Photos

8700 Stockdale Hwy
Bakersfield, CA 93311
+1 (661) 847-1000
https://www.moneywiseguys.com
Moneywise Wealth Management, a trusted financial services firm in Bakersfield, CA, has been providing expert investment and financial planning solutions for 20 years. Our team of experienced financial planners specializes in comprehensive wealth management strategies tailored to meet individual client needs. We offer a wide range of services, including investment management, retirement income planning, risk management, and estate planning. Our expertise extends to family wealth legacy preservation and business services, including company-sponsored retirement plans. At Moneywise Wealth Management, we prioritize client communication and personalized service, ensuring that each client receives the attention and guidance they deserve.

Also at this address

Reviews

yelp logo
4.07 reviews
Photo of Janelle W.
Janelle W.
6/25/2025

Had a great intake meeting with Dustin Weaver, senior financial advisor. He took the time to get to know us and our financial goals. No pressure just a great beginning to our partnership

Read more on Yelp
A L.
2/23/2025

Ruined one of the treasures in Bakersfield- Moneywise single-handedly destroyed this area of downtown by their sheer neglect and ridiculously slow pace. They have failed to deliver on every...

Read more on Yelp
Photo of Jerry R.
Jerry R.
5/13/2021

The Moneywise Guys and Gals have been our Certified Financial Planners for about 2 decades, and they have helped us to diversify our portfolio and advise us in several areas. In particular, Mr....

Read more on Yelp
Photo of Wesley B.
Wesley B.
9/19/2018

I love their educational angle with the show/podcast and listen often. It's hard to find transparent fiduciary advice. Moneywise doesn't push commission products unlike a lot of advisors in town...

Read more on Yelp
Photo of Josh K.
Josh K.
7/10/2018

Moneywise Wealth Management has a team of positive, helpful, caring, thoughtful, and hard-working individuals. This team works to take care of whatever it is you need, following up to check on...

Read more on Yelp
Owner verified
See a problem?

You might also like

Barnes Wealth Management Group
Services, nec, nec, Financial consultant, Rest home, with health care incidental

Barnes Wealth Management Group

2
"Wonderful and trustworthy. Steve and his staff are so personable and helpful. They have gone above and beyond my expectations. I highly recommend. -Linda B"
Charles Schwab
Financial consultant, Stock exchanges, Stock brokers and dealers

Charles Schwab

2
"Went into the Bakersfield office for something fairly simple. The person who helped me was friendly and got me through what I needed quickly."
Principal Financial Group
Services, nec, nec

Principal Financial Group

This is a local sales office for Principal Financial Group. Our financial professionals will work closely with you on a consultative needs-based approach to find solutions that will help you reach your financial goals.
United States›California›Bakersfield›Moneywise Wealth Management

Partial Data by Infogroup (c) 2025. All rights reserved.

Partial Data by Foursquare.