Top 15 Financial Advisors in Bakersfield, CA

ahmed algazali Awesome services. Very helpful

Nilay Engin The professional service I always seeked for.

Jorge Encinas Castillo Helped me when I needed it. Interest was high but took care of what I needed and paid it off early to save some cash.

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.

Jose Covarrubias I had a business consultation with Ruth at Americana Tax and Financial Service, and I can confidently say she is one of the most dedicated professionals I’ve ever met. She brings a wealth of knowledge and experience, but what truly sets her apart is the way she puts her heart into everything she does. Ruth doesn’t just provide advice, she takes the time to fully understand your needs, research the best solutions, and guide you with the most accurate and helpful information. Her commitment to excellence is unmatched. She approaches every situation with care, making sure no detail is overlooked. Whether you need tax services, financial advice, or business guidance, Ruth is someone you can trust to give you her absolute best. She genuinely wants to see her clients succeed, and that passion shines through in every conversation. If you’re looking for top tier service from someone who truly cares, Ruth is the one to call.

D C I spoke with one woman then we had a appointment for next day then shes not in so this other woman helped me ..should of told me if your not coming ? But the othe woman was kind and friendly. I give it a score of 6 .

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.

Frank I definitively agree with all the positive things that are being said about CFS in other reviews. They are very professional and truly look after you. They work very hard to get you a fair compensation. I am particularly extremely grateful to Elizabeth Reyes. She went above and beyond to place me with a great employer. When I first moved to Bakersfield I spoke to several recruiters, but CFS was the only one that came through for me... Thank you Elizabeth!

Kevin Bush I have been working with Gigi for a few years now and she is fantastic. She has a fast response time and she does what she says she’s going to do. I highly recommend using her for all your insurance needs.

Hunter Cramer I want to give a huge shoutout to Brianna Matthews for being amazing throughout the whole mortgage process. She made everything super simple and easy to understand, which was a big relief for someone like me whos not too familiar with all the financial jargon. Brianna took the time to walk me through each step, answering all my questions patiently. Her expertise and professionalism were evident from the start, and I felt confident knowing she had my back. Thanks to Brianna, Im now a proud homeowner! If youre in need of a mortgage, I highly recommend reaching out to Brianna Matthews. You wont regret it! Thanks again, Brianna, for your top-notch service

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.

Moore Decor Party Rentals Amanda and her team have been lifesavers for my husband and I regarding our personal taxes and then again with the small business we started over 3 years ago. Amanda is very knowledgeable and always willing to take time explaining the millions of questions and concerns I always have. She always makes me feel comfortable and eases any anxieties I have at tax season. I’m so grateful for Amanda and her team. I always recommend Atlas Financial Solutions to my friends and family and I highly recommend them to you, too.

Lance Howard People love our vibe! Come experience it for yourself.

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

Angela Poncetta Natasha in the office is absolutely wonderful! She is always very prompt and professional, and they make the process easy. Thank you, Natasha!