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.....

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!

Researched Barnes Wealth after deciding to move from my out of town advisor. Wanting someone local…read morewas my main criteria as I wanted the face to face contact. A 15 minute consultation turned into an hour long conversation with Scott Barks. After our phone conversation, I was already leaning in the direction of going with the firm. The initial face to face meeting as Scott did his presentation sealed the deal for me. The firm takes a holistic approach to the individual as they get to know their client besides the financial assets the client brings. The office staff are great and you feel like family right away. Depending on what you are looking for, I suggest giving them a look to see if the vibe and fit is there. So far the transition has been excellent and walking into the office is always a pleasant feeling. mju

My husband and I do a pretty good job of tracking our expenses and trying to plan for the long run,…read morebut we admittedly don't give it as much time as we should to maximize our returns. We reached out to several financial planners to see if we could get someone to help us better chart our future. This was especially critical as we rapidly approach major life changes like kids and a new home. Barnes was quick to respond, so we moved forward with setting up appointments. Everything has been friendly and casual to this point - they understand our financial personalities and risk tolerance, and have been working diligently to rework some existing accounts to better reflect what we hope to achieve. We have specifically been working with Scott Barks and have loved our interactions thus far. Scott is friendly and down to earth. We're excited to have someone in our corner that can keep a closer eye on our overall financial picture. I've recommended this firm to several friends, be it as a first step in putting together a strong household budget, or planning for retirement 30 years down the line.

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 !

Richard is a gem! I'm so glad I found him & am happy to recommend him highly. His tax prep services…read moreare thorough, timely, and reasonably priced. He answers all my stupid questions quickly & professionally. He keeps me on track for compliance around estimated payments, S-Corp transactions, and tax reduction strategies.

Nice guy and very helpful. I recommend him for taxes and he has clear answers. Also a very quick…read moreresponse time.