California Retirement Plans - Bakersfield, California

Address: 2222 E St, Bakersfield, CA 93301, United States.
Phone: 6616314355.
Website: calretirement.com.
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilets, Appointments recommended.
Opinions: This company has 20 reviews on Google My Business.
Average opinion: 5/5.

Location of California Retirement Plans

6616314355

California Retirement Plans is a financial planning specialist located at Address: 2222 E St, Bakersfield, CA 93301, United States. The company can be reached at Phone: 66163

Reviews of California Retirement Plans

California Retirement Plans - Bakersfield, California

Steve Williford

5/5

If you are looking for an honest and highly experienced financial advisor, look no further than Andy Barkate. In addition, the team at Cal Retirement is both helpful and pleasant. Andy will take steps to understand your risk tolerance and direct you to investments which line up with your profile. I highly reccomend Cal Retirement to anyone seeking sound financial advice!

Cheese Theory

5/5

Having known Andy professionally for several years I can attest to his level of knowledge about the many realms of financial planning and assessment strategies for your long-term goals. Andy is easy to work with, trust-worthy, a good listener and he truly cares about his clients and their goals. I give Andy the highest marks possible.

ShrewdMan

5/5

Andy Barkate has been handling mine and my families Financial affairs for over 10 years. In that time he has always been honest forthright and helpful. Even when I had difficulty with an insurance company he and his. staff went out of there way to help resolve the problem.

Tina Evans

5/5

I've been working with Andy Barkate for over a decade. I've learned a lot about annuities and retirement through him and through research of the products he offers. Like all financial decisions, it's important to read the materials, ask questions and research your options. I'm very pleased with our relationship through the years and have recommended his retirement classes to numerous co-workers and friends.

Bob Funk

5/5

Andy and his entire staff have been very helpful as I have consolidated my accounts after losing my wife. This has meant many hours on the phone with various mutual funds and myself, so I applaud their efforts on my behalf. Thanks Andy . . .

Chris McGlasson

5/5

Andy is great at sitting down with you, getting to know you personally, and then assessing your long-term financial goals. I look forward to enhancing my financial planning with Andy as we proceed in to the future. A good guy all around. Chris M.

Richard Boden

5/5

I value any and all of Andy’s advice and input into my plan for retirement. Andy also has a team of professionals that will assist with the transition from work to retirement.

Michael Williams

5/5

Andy has always been understanding, knowledgeable, friendly and of course very professional in our interactions. It is comforting knowing he’s watching out for my financial future.