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

Click here to schedule an appointment: HERE

Contact Info: Tracy

Phone: (661) 491-1111

Location:
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
healthcare

Web Links: https://calretirement.com/

Last Updated: 3/24/20


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