Had a great intake meeting with Dustin Weaver, senior financial advisor. He took the time to get to…read moreknow us and our financial goals. No pressure just a great beginning to our partnership

Ruined one of the treasures in Bakersfield- Moneywise single-handedly destroyed this area of…read moredowntown by their sheer neglect and ridiculously slow pace. They have failed to deliver on every promised reopening date - think they deliver on other aspects of their business???? Results are in - 2024 is over and the Woolworth sits still a closed eyesore- so pathetic and beyond disappointing. Trust is critical when managing others money- but Moneywise seems to lack integrity failed to come through.....

Jesse had helped our family for 3 generations, and he has always been accessible, patient,…read moretrustworthy, and helpful! You can't go wrong with Schwab!

Went into the Bakersfield office for something fairly simple. The person who helped me was…read morefriendly and got me through what I needed quickly.

Lourdes Arrubla is an amazing "caring" financial advisor. My husband and I did have our…read moreinvestments at KSFCU but the advisor there never spent time with us, never gave us projections of how our money was going to effect our future and never tried to explain our options for investing. HOWEVER, Lourdes DID do all this for us. She helped us to see projections with our income, investments and pensions would give us when we retire someday. She helped to explain the different options for our investments based on how comfortable we are in risk or non-risk. Since transferring our money to Edward Jones she has spent all the time needed to help us plan for our future. She even researched AI stock options for me; of which we went with SOXX and is doing very well.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

We went to a class that Lance Howard from Howard Financial was giving with the hope of learning…read moresomething about retirement/social security. At the class, we made another appointment to meet with him at his office. We were very impressed with his staff, everyone treated us with respect and they were very knowledgeable. He made a phone call on our behalf and ended up saving us quite a bit of money. We would recommend anyone looking for a financial advisor to give him and his office a call. Phone: 661 322 5192 Suite 112 Bakersfield, CA 93309 website: http://www.lancehowardfinancial.com/

From the owner: Howard Financial & Wealth Management, Inc. is an independent Registered Investment Advisor serving…read moreBakersfield, California and surrounding communities that provides financial planning and access to third party asset management. Our specialties include investments, retirement income strategies, fixed annuities, life insurance, long term care, and secure online storage of documents and financial information using our Generational Vault. Our mission is to provide the families we serve with innovative financial strategies, solutions, and planning that can result in financial clarity, security, and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at Howard Financial & Wealth Management, Inc. Howard Financial & Wealth Management, Inc. provides investors custom tailored investment strategies to meet short and long-term needs. We provide full transparency in the form of separately managed accounts through our partnerships with third party money managers. Our goal at Howard Financial & Wealth Management, Inc. is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing both financial and insurance* solutions to achieve financial independence. As a fiduciary, Howard Financial & Wealth Management, Inc. is legally obligated to put our client's interests first. *Insurance offered through Howard Financial & Insurance Services, Inc.

It's hard to believe that we have been with Jeff and Nellie for so many years but we have because…read moreof the integrity of Jeff and Nellie. We love the new office. Even though we now live in Laguna Woods and are retired we stay loyal to Jeff and Nellie.Very comforting to know and trust them.

Jeff is knowledgeable and very helpful in explaining all the details of retirement and investing in…read morea way where you can feel confident and secure. He's a great listener and knows his stuff!

As a business owner I expect that the accounting firm should act in a professional manner. After…read moreselling his practice to an out of state group his office is refusing to provide his clients records. Very unprofessional behavior which has forced my company to file a complaint with the state cpa board ....avoid this company and the subsequent group that purchased his practice

We switched to Wayne Long's firm in November 2020 after being at another firm for many, many years…read more At first my only gripe I had with the firm was asking for the previous month's billing sheets was never available until the 15th of the month after they were invoiced..... I will not pay off an invoice if it is not itemized. And if you use them to invoice with, how are they not available upon mailing of said invoice? Fast forward to the end of September 2021, for our first ever tax planning meeting at Wayne Long's office. Wayne didn't come to our meeting prepared to discuss any of our companies but instead rather tell me, our CEO and his wife, stories on how his other clients were doing, for two hours. Shortly after this meeting is when our CEO started noticing other projects were taking long to get done by Wayne. So, we looked for another CPA. We gave them two entities that have a 09/30 fiscal year end to do with all the documentation by the end of October and they had to file an extension as they didn't even start looking at our stuff until after the New Year. Questions were not asked of me of the data provided until January and we were never supplied with a list of documents that they require to do our entity for the first time. We didn't even get an engagement letter to sign until February 8th, 2022, even though they had it dated October 18th, 2021. We kept asking for our tax returns over and over, with excuses that they are still working on them, week after week. We finally got them at the end of February. Now comes to the biggest gripe, the pettiness of Wayne Long after learning of our companies will be leaving his office. We let them know the morning of March 7th, 2022 that we were moving CPAs and introduced the new CPAs in an email to him. Several emails to them asking them to give the necessary tax schedules, workpapers to our new CPAs - either go unanswered or given the message that they are swamped and will get to it at the end of the week. Mean while our new CPAs are just as busy as they are but have time to write an email to get this response. Then have to write other emails to remind them after they do not give the information when they said they would. Get to March 29th, 2022, when the new CPA emailed again asking for answers to questions that were asked of two easy entities numerous times over, gets an email back from Wayne Long mocking him and belittling him. I have this email for proof, as I was cc'd on it. I have never worked with an CPA before that acted like this and will avoid working with someone like him going forward.

Ollie is great to work with, very helpful & takes the time to get to know you, your goals and your…read moreneeds. He also makes sure to explain everything to you and address all your questions. Never had any trouble getting in touch with him & he always follows through on everything in a timely manner. Very professional while very pleasant and easy to work with. Thank you!

My wife recently retired from a local hospital after 43 years. We had her pensions and other…read moreretirement 401 money to reinvest and found Ollie Mulligan as a referral from a stranger who had overheard our conversation (What are we going to do?) at Taco Bell. "Angels in the outfield" really do exist. We met Ollie at Edward Jones and he explained everything in plain language and made us comfortable with our new investment plan. He gave advice and information, then ask us how we wanted to proceed. He is the best !

work in progress... finding the right time to be able to speak with a person is not easy...........read more

At a time when many big name insurance companies are still having settlement issues, even from as…read morefar back as when Katrina hit, it's wonderful to know that the other end of the insurance company spectrum can make one mighty proud and grateful that there is that other end. That other end that one can only find out about from first hand experience that one would surely have rather never had been forced to experience the hard way. Farmers/Foremost insurance is that other end of the insurance company spectrum. The one you can depend on, count on, when things go terribly wrong, and a comfort to know that you have standing guard when things are just fine. Maybe Farmers needs to change their logo to the militiaman farmer, a plow in one hand and a rifle in the other. Ready to serve in time of trouble. On 23 June 2016 my wife and I, along with our two dogs, barely escaped our home in the middle of the Erskine fire in South Lake, California. The fire swept through leaving nothing behind and with the burning embers floating in the air in a dark thick cloud of smoke I was the last one out after having failed two attempts to save our cat before it was too late. The losses where overwhelming and only after having fled does one begin to realize what all has been lost. Everything we ever had in our lives was gone. From our home to all our clothing, food, personal papers, my wife's wedding dress she stored so diligently, pictures, memories, everything. We were moved into a make shift refugee camp at the Kernville elementary school. The not knowing what the final loss was the worst part. It wasn't until the second day there that we found out that all was completely destroyed, but we were not alone. Hundreds of families had suffered the same fate and one family was lost in the fire. It's hard to have to relive those final moments, but the one other thing that made sure we were not alone in the aftermath was two dear sweet ladies from Farmers insurance. Allison Kitchen and Nicole Thompson. Two Angels that got the ball rolling and set us up immediately with the best Farmers insurance adjuster in the world, Geoff Dopheide. Don't ask. I couldn't pronounce his last name if my life depended on it so I just call him "Jeff". What I do know is there was someone up above watching down on my wife and I as he sent us the finest Angels to take care of us and quickly so. We had nothing but the clothes on our backs. The only food we had was at that make shift refugee camp that night and the next day, but the following day, and without discounting the Godsend of the first responders, the many volunteers, and donated supplies, the cavalry arrived with money, hope, and a place to stay with a roof over our heads. Farmers to the rescue. While Allison and Nicole took care of making the contacts, Geoff was setting us up for a place to stay, money for food, clothing, personal items, and running the numbers quickly to cover the finals for our loss. He saw to it that we were paid out the maximum of our insurance coverage and between FedEx'ing the checks and direct deposit, we had the means to at least start our lives anew within the second day of the fire. I'm too old to start over again, permanently disabled, and will never be able to replace all that was lost. No one could. However, Farmers insurance did everything humanly possible and then some to get us back on our feet and for all of their wonderful personalized timely service I can never repay them. There are lots of things that money just can't do, lots of things that money just cannot replace, but for the things that can be done and with a caring that one would might only expect from immediate family, there's Farmers, Allison Kitchen, Nicole Thompson, and Geoff Dopheide. (whose name I still cannot pronounce) Angels, one and all. All of our insurance is with Farmers at the Allison Kitchen's Farmers agency in Bakersfield, California. There it will always be. Our heart felt thanks, John and Gabriela Campbell