Keywords: establishment,finance,point_of_interest

Moneywise Wealth Management - Bakersfield (CA)

Address: 🏡 8700 Stockdale Hwy, Bakersfield, CA 93311
Phone : +1 (661) 847-1000

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJrWuqvtZD6oARyx7upVD7EyM

Others Near Bakersfield,CA

  • Top 15 Financial Advisors in Bakersfield, CA

    09-2025 Moneywise Wealth Management in Top 15 Financial Advisors in Bakersfield, CA
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    Kimberly Whitley: This company will make mistakes on your account and then still charge you for the amount. I had missed my payment and I went to pay it and the notification said that if I paid it before a certain date the late fee would be waived. However, I paid before the date and 5 days later the company charged me a full amount for the $25 late fee.. except they actually took out $83. Which they shouldnt have done at all since I had just paid the amount 5 days prior. Then when I called and asked for a refund the company lied to me saying they requested my refund and I should receive it in 15 days. Guess what they never refunded me and then they refused to apply the extra payment they took from me to my next payment and then proceeded to ad an additional 2 late fees for a total of 3 late fees. Then after telling them and showing proof that I had paid and the late fees should be removed, they ignored me and proceeded to take a full payment as well as 2 late fee payments. Do not go into business with this company. They are not helpful and they WILL 100% steal your money right out of your account and then do nothing to help.
    OneMain Financial - Bakersfield
    Dorothy Fleagle: I am happy to be a OneMain customer. The loan officer was professional but not "stuffy" and I liked that. She listened to my problems and coordinated with me how to use the loan wisely and to create an objective to my advantage.
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    Yasi G: Deyri thank you so much for having the best customer service! You are my go to Customer Service rep.
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    Marcos Rodriguez: Our financial advisor is Dani ODonnell and it is evident why she has won Bakersfields Best the past couple of years. She assists us with both our personal and business financials and was a key part during our recent transition related to a business acquisition. From our first meeting with Dani, she has demonstrated extensive knowledge, clear communication, and a genuine want to do what is in our best interest as her clients based on our goals. We highly recommend her services. Thank you, Dani.
    Edward Jones - Financial Advisor: Lourdes M Arrubla, CFP®|AAMS® - Bakersfield
    Arrive Financial & Insurance Services - Bakersfield
    David Mersereau: Incredible servant leaders! Ariel and Adela are extremely competent and qualified to serve your needs. They were not only kind, compassionate and understanding, they were forward-thinking and knowledgable of our individual goals. Arrive financial encouraged and empowered us towards financial freedom
    Regional Finance - Bakersfield
    Norman Shoaf: I was pleased at the speed, efficiency, and positivity I experienced every time I made contact with the group. I especially wish to compliment Ana Aguilar, who helped me several times and made sure I got the service I needed. She was patient, responsive, knowledgable, kind, professional, and touched base with me frequently to make sure I knew what was going on and what the next steps were. She was excellent on the phone and via e-mail. She is a joy to work with and I appreciate her personally. She deserves much credit and I would welcome the opportunity to work with her again.
    OneMain Financial - Bakersfield
    Doris Robberts: They continue to call all the time about getting more money I tell them I just want to get this paid off. I will never use them again. Interest rate out of this world. I have a good credit score.
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    Angie B.: The staff is so knowledgeable & professional. They really made me feel at ease when I bought my first home. There was so much I didnt know or understand. They took me under their wings explained a lot. Both of them are quality people, that is hard to find in these times.