The 9 Best Financial Advisors in Bakersfield, CA

First Capital Financial Advisors has a 4.5-star rating from 8 reviews, with clients praising their knowledgeable staff and comprehensive financial planning services. They are particularly noted for their retirement and investment advice. However, the review count is low, which may not fully reflect their service quality. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is comprehensive financial planning. It serves Bakersfield, CA, with $150 to $350 per hour pricing, and the honest trade-offs are low review count may not reflect overall service.

Edward Jones - Financial Advisor: Jeffrey Bell, CFP®|CPWA®|AAMS® has a 5-star rating from just 2 reviews, showcasing a high level of client satisfaction. Clients appreciate the personalized service and investment insights. However, the very small review base raises questions about their long-term performance and client retention. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is personalized investment advice. It serves Bakersfield, CA, with $100 to $300 per hour pricing, and the honest trade-offs are very small review base raises questions.

Howard Financial has garnered a 5-star rating from 2 reviews. Clients highlight their approachable style and willingness to explain complex financial topics. While they are praised for their service, the small number of reviews makes it difficult to gauge their overall reliability and client satisfaction over time. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is approachable financial advice. It serves Bakersfield, CA, with $150 to $400 per hour pricing, and the honest trade-offs are small review base may not reflect overall service.

Selfridge Financial Design has a perfect rating of 5 stars from just 1 review, indicating a very positive experience for at least one client. They are noted for their personalized service. However, the extremely limited review count makes it hard to evaluate their reliability and service consistency. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is personalized financial service. It serves Bakersfield, CA, with $100 to $300 per hour pricing, and the honest trade-offs are extremely limited review count.

Edward Jones - Financial Advisor: Lourdes M Arrubla, CFP®|AAMS® has also achieved a 5-star rating from 1 review. Clients appreciate the attention to detail and comprehensive approach to financial planning. However, like other firms with few reviews, it is difficult to assess the broader client experience and service quality. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is detailed financial planning. It serves Bakersfield, CA, with $100 to $300 per hour pricing, and the honest trade-offs are very limited review count.

Morgan Stanley Financial Advisors has a low 2.3-star rating from 3 reviews. Clients express dissatisfaction with their service and communication. While they have the backing of a well-known firm, the negative feedback raises concerns about their performance in the local market. It's advisable to consider other options first. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is general financial services. It serves Bakersfield, CA, with $200 to $500 per hour pricing, and the honest trade-offs are low rating and negative feedback and concerns about service and communication.