Company Overview
- Headquarters
- 8700 Stockdale Hwy, Bakersfield CA
- Website
- moneywiseguys.com
- Phone
- (661) 847-1000
- Employees
- 23
- Founded in
- 2003
- Industry
- Financial Services
- NAICS Code
-
NAICS Code 52393 CompaniesNAICS Code 52 CompaniesNAICS Code 5239 CompaniesNAICS Code 523 Companies
- SIC Code
-
SIC Code 628 CompaniesSIC Code 62 Companies
Financials & Stats
Revenue
$1B
Who is Moneywise Wealth Management
Moneywise Wealth Management, also known as "The Moneywise Guys" podcast, is an independently owned, fee-based financial and investment advisory firm based in Bakersfield, California. The company employs 23 people and generates approximately $1 million in annual revenue. Moneywise Wealth Management provides a range of services, including investment and retirement planning, to individuals, families, and business owners across the United States. Their approach is characterized by a down-to-earth style that emphasizes humor and compassion. The firm differentiates itself through its integrated WEALTH + TAX + ESTATE planning structure and a strategic investing mindset. They believe in empowering clients to build healthy financial lives and achieve financial stability, ultimately allowing them to have a positive impact on their loved ones and communities. Clients can contact Moneywise Wealth Management by phone at 661.847.1000, email at [email protected], or visit their website at www.moneywiseguys.com.
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