BBB Accredited Business Profile

Howard Financial & Wealth Management, Inc.

Howard Financial & Wealth Management, Inc.

(661) 322-5192

Howard Financial & Wealth Management, Inc.

15 years in business
5401 Business Park S Ste 112
Bakersfield, CA 93309-0713
BBB File Opened: 01/30/2007
Business Started: 01/01/2003
Business Started Locally: 01/01/2003
Business Incorporated: 09/14/2010 in CA
Type of Entity
Corporation
Business Management
  • Mr. Lance Howard, President
  • Ms. Heidi McCraw, Marketing and Operations
Business Category
  • Financial Planning Consultants
  • Annuity
  • Estate Planning and Management

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.
Service Area
We service the following area(s): Bakersfield, CA, Pumpkin Center, CA, Pumpkin Ctr, CA
Alternate Business Names
  • Howard & Associates
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.
  • BBB records show a license number of 0817260 for this business, issued by California Department of Insurance

    California Department of Insurance
    300 S. Springs St, South Tower, Los Angeles, CA 90013
    http://www.insurance.ca.gov
    Phone Number:  (800) 9274357
    Fax Number:   ()

  • BBB records show a license number of 155323 for this business, issued by Financial Industry Regulatory Authority

    Financial Industry Regulatory Authority
    1735 K St NW, Washington, DC 20006
    http://www.finra.org
    Phone Number:  (301) 5906500
    Fax Number:   ()

BBB accredited business

A+

Overview

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.

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Business Profile

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Howard Financial & Wealth Management, Inc.

Howard Financial & Wealth Management, Inc.

BBB ACCREDITATION SINCE 01/31/2007

Customer Review Rating:

There are NO reviews for this business.
Be the first to leave a review!
This business has no complaints filed