PRO-ACTIVE. STRATEGIC. RESPONSIVE.
Moneywise Wealth Management is an independently owned, fee-based financial + investment advisory firm that is rooted in Bakersfield, CA and works with incredible clients from all over the country. Our comprehensive and hyper-engaged investment and planning services are passionately driven by our advisors’ 60+ years of combined industry experience and our dedication to doing everything that is within our power to better our clients’ lives by relieving stress and helping them manifest their retirement goals.
You can now request an appointment from this business directly from Bakersfield's Choices!
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