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For years, we’ve helped families and businesses across Bakersfield reach their financial goals. Our version of financial planning brings the right insurance and investment strategies together, so you can do the things that matter most, with the ones who matter most.
And we’ll be there to guide you every step of the way.

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Opening Hours

  • Monday08:00 AM - 05:00 PM
  • Tuesday08:00 AM - 05:00 PM
  • Wednesday08:00 AM - 05:00 PM
  • Thursday08:00 AM - 05:00 PM
  • Friday08:00 AM - 05:00 PM

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