Complete Financial Planning
Transitional Wealth Specialists
Fiduciary Investment Advice
Step into your financial future with confidence
As a Bakersfield Financial Advisor, The Ameriflex Group provides comprehensive financial planning for all aspects and stages of life, with particular emphasis on assisting you when going through a major transition such as retirement, divorce, death of a spouse or selling a business in Bakersfield, CA.
Our goal is to always exceed your expectations, giving you superior and personable customer service predicated upon independent, objective, multi-dimensional investment and financial advice.
Wealth Management Made Simple
Whether you are thinking of the present or preparing for the future, we will help you through it.
Comprehensive Financial Planning
Investment Management
Transitional Wealth Planning
Ready to transition your financial life with purpose?
Email: [email protected]
Phone: (661) 347-1211
Our Insights
Get some helpful tips from our financial specialists.
Get Your Financial GPS
Your Asset-Map report visually organizes all your finances in a clear graphical layout allowing you to make confident financial decisions without the overwhelm.
