Moneywise Wealth Management is an independently owned, fee-based financial investment advisory firm based in Bakersfield, CA. With over 60 years of combined industry experience, their dedicated team of advisors passionately provides comprehensive and hyper-engaged investment and planning services, empowering clients to thrive throughout their financial journey.
Driven by a commitment to exceptional service and trusted financial guidance, Moneywise treats their clients like beloved family, offering incomparable support and exemplary investment resources. They also strive to better serve their communities through accessible financial education, utilizing various media platforms to share practical advice and insights with a down-to-earth personality.
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