Moneywise Wealth Management - Bakersfield (CA)

Janet Thomson Erik Wolfers is a godsend. He is passionate about providing expert financial advice to people of all income levels, believing that the average person should be able to get the needed support to save for retirement. I have worked with him and taken his advice with my investments. He is patient with explaining his approach and will take the time thats needed to make sure you understand the options and why he recommends a particular approach. I highly recommend working with him and his team!

Robert Sutton Everyone I have worked with here is courteous and friendly! They go out of their way to do a great service. This branch has that good old country town feeling welcoming you right in! They also get involved with community events. I have seen plates of cookies and and coffee many Fridays. They also give free water bottles. If you are the type that bounces checks and keeps low balances, you will pay a lot in fees. Otherwise you should be ok. Just pay attention to the rules.

maria aguilar Great, professional services.

SK We wanted a financial advisor who would put our interests first and went with Sridhar as he came highly recommended by a family friend. He is very knowledgable and started off with discussing our financial situation and goals with us to create a personalized plan for us. Setting up meetings with him is very easy and we discuss any topics we have on our agenda for that meeting. We have had a wonderful experience working with Sridhar and we highly recommend him to anyone who is looking for a financial advisor who would act in their best interests.