Retirement Planning in Kern County, CA

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List of Firms

Top Retirement Planners in Kern County, CA

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Lauro Braganza - Prudential Financial
3 out of 5
Location 5401 Business Park S #212, Bakersfield, CA 93309, USA
Phone (661) 631-8877
Language http://www.prudential.com/us/l.braganza
Directions
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Kern County Aging & Adult Services
4 out of 5
Location 5357 Truxtun Ave, Bakersfield, CA 93309, USA
Phone (661) 868-1000
Language https://www.kerncounty.com/government/aging-adult-services
Directions
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Kern Fiduciary Services
Location 9201 Camino Media, Bakersfield, CA 93311, USA
Phone (661) 301-1995
Language http://www.kernfiduciaryservices.com/contact/
Directions
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Charles Schwab
SEC File# 801-35905
CRD# 106753
4 out of 5
Location 5555 Truxtun Ave, Bakersfield, CA 93309, USA
Phone (661) 864-3890
Language https://client.schwab.com/public/branchlocator/branchdetails.aspx?branchid=1004&utm_source=google&utm_medium=local&utm_campaign=localmaps&utm_content=1004
Directions
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Merrill Lynch Wealth Management Advisor Craig M Huff
Location 5080 California Ave Suite 102, Bakersfield, CA 93309, USA
Phone (661) 326-7738
Language https://fa.ml.com/california/bakersfield/craighuff
Directions
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Barnes Wealth Management Group
SEC File# 801-118031
CRD# 132189
5 out of 5
Location 5060 California Ave Ste 600, Bakersfield, CA 93309, USA
Phone (661) 322-9799
Language http://www.barneswealth.com/
Directions
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Kern County Planning Department
2 out of 5
Location 2700 M St #100, Bakersfield, CA 93301, USA
Phone (661) 862-8600
Language https://kernplanning.com/
Directions
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California Retirement Plans
5 out of 5
Location 2222 E St, Bakersfield, CA 93301, USA
Phone (661) 631-4355
Language http://www.calretirement.com/
Directions
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Charpentier Wealth Strategies
5 out of 5
Location 5001 California Ave # 125, Bakersfield, CA 93309, USA
Phone (661) 322-5204
Language http://www.charpentierwealth.com/
Directions
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Edward Jones - Financial Advisor: Freddie Vigil
Location 3100 19th St Suite 150, Bakersfield, CA 93301, USA
Phone (661) 404-4242
Language https://www.edwardjones.com/us-en/financial-advisor/freddie-vigil
Directions
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Douglas G Payne - Morgan Stanley
Location 9100 Ming Ave Suite 205, Bakersfield, CA 93311, USA
Phone (661) 663-4609
Language https://advisor.morganstanley.com/douglas.g.payne?y_source=1_MTA4MjY4MTUtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
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Williams Group CPA
5 out of 5
Location 3559 Allen Rd Suite 107, Bakersfield, CA 93314, USA
Phone (661) 536-2005
Language https://williamsgroupcpa.com/cpa-bakersfield-bookkeeping-tax-accounting-services/
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Retirement Planning in Kern County, CA

About Kern County, CA for Those Planning to Retire

Kern County, located in the southern end of California's Central Valley, is a bustling hub of industry and culture. From the towering peaks of the Sierra Nevada to the shimmering waters of the Kern River, this dynamic region is home to a diverse array of landmarks, top employers, major highways and streets, and neighborhoods. At the heart of Kern County lies Bakersfield, the county seat and largest city in the region. This vibrant metropolis boasts a thriving downtown district, anchored by the historic Fox Theater and the iconic Bakersfield Sign. Other notable landmarks include the Kern County Museum, the California Living Museum, and the Buck Owens Crystal Palace. Kern County is also home to a number of major employers, including Chevron, Amazon, and the County of Kern itself. The region's economy is driven by a wide range of industries, from agriculture and energy to healthcare and aerospace.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Kern County, CA can benefit from a bank in several ways. Firstly, a bank can provide financial assistance to those who need it the most. Kern County is known for its agriculture industry, and a bank can offer loans and credit facilities to farmers and ranchers to help them grow their businesses. Secondly, a bank can provide financial education and resources to the community. With a high poverty rate in Kern County, many residents may not have access to financial literacy programs, but a bank can offer workshops and seminars to teach people how to manage their money effectively. Lastly, a bank can provide convenient banking services to the community. With many rural areas in Kern County, having a local bank branch can make banking more accessible and convenient for residents who may not have easy access to transportation. Overall, a bank can play a crucial role in helping residents of Kern County achieve financial stability and success.

Insurance Broker

Residents of Kern County, CA could benefit from the services of an insurance broker in a multitude of ways. One of the most common ways an insurance broker could help residents of Kern County is by providing them with personalized insurance policies to meet their unique needs. Given that Kern County is located in a region that is prone to natural disasters, such as wildfires and earthquakes, an insurance broker could help residents secure coverage for these types of events. Furthermore, an insurance broker could help residents navigate the complexities of healthcare insurance, which is particularly important given that Kern County is home to a large population of low-income individuals who may not have access to employer-sponsored health insurance. By working with an insurance broker, residents of Kern County can ensure that they have the coverage they need to protect themselves and their families in the face of unexpected events.

Wealth Management

Residents of Kern County, CA can benefit greatly from the services of a wealth manager. Kern County is a diverse region with a growing population, and its residents have unique financial needs that require expert guidance. A wealth manager can help residents of Kern County with a wide range of financial services, including retirement planning, investment management, and estate planning. For example, a wealth manager can help Kern County residents navigate the complex tax laws and regulations that affect their financial situation. They can also provide advice on how to invest in the local economy, which is dominated by agriculture and oil production. Additionally, a wealth manager can help Kern County residents plan for the future by creating a comprehensive financial plan that takes into account their individual goals and objectives. With the help of a skilled wealth manager, residents of Kern County can achieve financial security and peace of mind.

Financial Advisor

Residents of Kern County, CA can benefit from the guidance of a financial advisor in a multitude of ways. One specific area where a financial advisor can be of great assistance is in helping residents navigate the complex and volatile agricultural industry, which is a vital component of Kern County's economy. With the fluctuating prices of crops and the ever-changing regulations and policies, farmers and ranchers need expert advice to make informed decisions about their investments and financial planning. A financial advisor can help them manage their cash flow, diversify their portfolio, and plan for the long-term sustainability of their business. Additionally, residents of Kern County can benefit from a financial advisor's expertise in retirement planning, tax planning, and estate planning, ensuring that they are prepared for the future and have a solid financial foundation.

Mortgage Loan Officer

Residents of Kern County, CA stand to benefit greatly from the services of a mortgage loan officer. With Kern County being a predominantly agricultural area, many residents rely on seasonal work and have fluctuating incomes. A mortgage loan officer can help these residents navigate the complexities of the home buying process, including securing a mortgage that fits their unique financial situation. Additionally, Kern County has a high rate of military personnel and veterans, who may be eligible for specific types of mortgage loans. A knowledgeable mortgage loan officer can provide these residents with the guidance and support they need to make informed decisions about their home financing options. Overall, the expertise of a mortgage loan officer can help residents of Kern County achieve their dreams of homeownership and financial stability.

Tax Services

Residents of Kern County, CA can benefit greatly from the services of a tax advisor. Given that Kern County is home to a diverse range of industries, including agriculture, oil and gas, and aerospace, the tax laws and regulations that apply to each sector can be complex and confusing. A tax advisor can help residents navigate these complexities and ensure that they are taking advantage of all available tax breaks and deductions. Additionally, Kern County is known for its high poverty rates, which can make it difficult for residents to understand and comply with tax laws. A tax advisor can provide much-needed guidance and support to these individuals, helping them avoid costly mistakes and ensuring that they are in compliance with all relevant tax laws. In short, a tax advisor can be an invaluable resource for residents of Kern County, helping them to maximize their financial well-being and achieve their long-term financial goals.

Estate Planning Lawyer

Residents of Kern County, CA can benefit from estate planning lawyers in numerous ways. One of the most common ways is by ensuring that their assets are distributed according to their wishes after their passing. This is particularly important in Kern County, which has a diverse population with varying cultural and familial traditions. An estate planning lawyer can help residents navigate these complexities and ensure that their assets are distributed in a way that respects their cultural and familial traditions. Additionally, an estate planning lawyer can assist with creating trusts to protect assets from creditors and lawsuits, which is particularly important in Kern County, where the economy is heavily reliant on agriculture and oil production. Overall, an estate planning lawyer can provide invaluable assistance to Kern County residents in protecting their assets and ensuring that their wishes are carried out after their passing.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services in Kern County, CA can provide a comprehensive range of financial planning services to help individuals prepare for their golden years. These services may include investment advice, retirement income planning, tax planning, estate planning, and risk management. With its diverse population and unique economic landscape, Kern County presents a complex and dynamic retirement planning environment. Retirement planners in Kern County must take into account a range of factors, including the region's agricultural and energy industries, its aging population, and its proximity to major metropolitan areas like Los Angeles and San Francisco. By working closely with clients to understand their individual needs and goals, retirement planners in Kern County can help ensure that they are well-prepared for a secure and fulfilling retirement.

Kern County, CA is the ideal location to find a retirement planner due to its diverse and robust economy. With a strong focus on agriculture, oil, and aerospace industries, Kern County offers retirees a multitude of investment options to help them achieve their long-term financial goals. Additionally, the county's proximity to major cities such as Los Angeles and San Francisco provides access to a wide range of financial institutions and resources. Furthermore, Kern County's low cost of living and favorable tax policies make it an attractive destination for retirees looking to stretch their retirement savings. With its unique blend of economic opportunities and affordability, Kern County is the perfect place to find a retirement planner who can help retirees navigate the complexities of retirement planning and secure their financial future.