Osaic Wealth

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

United Planners Financial Services is an independent broker-dealer, committed to fostering a supportive and collaborative environment for financial professionals. With a focus on partnership and excellence, the firm provides best-in-class tools and resources, enabling advisors to elevate their businesses and client service. The company prides itself on its unique culture, where teamwork and camaraderie are paramount. Testimonials from partners highlight a deep sense of community and a commitment to personal support, illustrating the firm's dedication to both its employees and investors. Generated from the website