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Moneywise Wealth Management

Specialities :
Financial planning
Asset allocation + investment management
401(k)
Social security
403b calpers + calstrs

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
11 - 50
About Us
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Frequently Asked Questions About Moneywise Wealth Management

What does Moneywise wealth management do?+

We, Moneywise Wealth Management | The Moneywise Guys podcast, are an independently owned, fee-based financial + investment advisory firm that is rooted in Bakersfield, CA, and partners with incredible clients from all walks of life and who live all over the country. We specialize in a down-to-earth service style that favors humor and compassion and our financial advisors are driven by an integrated WEALTH + TAX + ESTATE planning structure and a strategic investing mindset. We are dedicated to doing everything that is within our power, experience, and resources to better empower our wealth management clients and our show listeners...

What are Moneywise wealth management's specialties? +

Financial planning,asset allocation + investment management, 401(k),social security,403b calpers + calstrs ,401(k) company plan employer + employee consulting and management,comprehensive fiduciary advisory services,financial risk + behavioral management ,death inheritance,divorce,family wealth legacy + estate planning,retirement income + distribution planning,full service,customized client relations,education + humor radio show and podcast,community outreach + partnerships,and locally owned + operated

What is Moneywise wealth management's HQ phone number? +

Moneywise wealth management's HQ phone number is 6613961000

What is Moneywise wealth management's revenue? +

Moneywise wealth management's revenue is 11m - 100m

What is Moneywise wealth management's company size? +

Moneywise wealth management has 11 - 50 employees.

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