BBB Accredited Business since
Phone: (661) 322-5192 5401 Business Park S Ste 112, Bakersfield, CA 93309
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Howard Financial & Wealth Management, Inc. is an independent Registered Investment Advisor serving Bakersfield, California and surrounding communities that provides financial planning and access to third party asset management.
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A BBB Accredited Business since
BBB has determined that Howard Financial & Wealth Management, Inc. meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.
BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.
Reason for Rating
BBB rating is based on 13 factors. Get the details about the factors considered.
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Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
These agencies may include:
California Department of Insurance
300 S. Springs St, South Tower, Los Angeles CA 90013
Phone Number: (800) 927-4357
The number is 0817260.
Financial Industry Regulatory Authority
1735 K St NW, Washington DC 20006
Phone Number: (301) 590-6500
The number is 155323.
Type of Entity
Business ManagementMr. Lance Howard, President Ms. Heidi McCraw, Marketing and Operations
Financial Planning Consultants Annuities Estate Planning & Management
Alternate Business NamesHoward & Associates
Products & Services
Our specialties include investments, retirement income strategies, fixed annuities, life insurance, long term care, and secure online storage of documents and financial information using our Generational Vault.