Moneywise Guys

Finance · California, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

8700 Stockdale Hwy, Bakersfield, Califor...

Phone Number

(661) 847-1000

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
2
1
1
1
1
1

About Moneywise Guys

Bakersfield Financial Advisors, established in 2002, is dedicated to providing personalized financial guidance rooted in integrity and community engagement. Their skilled team offers tailored strategies in retirement planning, investment advisory services, and business 401(k) solutions, aiming to empower clients to achieve their financial goals. They also host The Moneywise Show, which educates the public on financial topics through various media platforms. With a commitment to fostering lasting relationships, they serve clients in the Bakersfield community with a focus on understanding their unique needs and aspirations.Explore more
Moneywise Guys's Social MediaPopular SearchesMoneywise GuysMoneywise Wealth ManagementMoneywise IncJoncy Enterprises IncJoncy Securities IncSIC Code 62,628NAICS Code 52,523Show more

Moneywise Guys Org Chart

PhoneEmail
DC
United States flag for contact location.

Director, Client Relations

PhoneEmail
DL
United States flag for contact location.

Director, Business Development

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Moneywise Guys your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Moneywise Guys

Compare insights from companies similar to Moneywise Guys, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Moneywise Guys

<$5M
11-50
Private
<$5M
1984
DC
Dessie ClaffyDirector, Client Relations
<$5M
1-10
Private
-
2010
RP
Ryan PeelerFinancial Planning Assistant
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
1983
SK
Sue KlauenbergOffice Manager
<$5M
1-10
Private
-
-
AM
Annette MachemehlAdvisor Support Specialist
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
1983
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Moneywise Guys is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Moneywise Guys is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Moneywise Guys.

Moneywise Guys financials insights

Gather financial insights about Moneywise Guys, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

See All Moneywise Guys's Financials Insights

Moneywise Guys Tech Stack

A closer look at the technologies used by Moneywise Guys

Top Finance Companies

Frequently Asked Questions Regarding Moneywise Guys

What is Moneywise Guys's official website?
Moneywise Guys's official website is www.moneywiseguys.com
What is Moneywise Guys's Revenue?
Moneywise Guys's revenue is <$5 Million
What is Moneywise Guys's SIC code?
Moneywise Guys's SIC: 62,628
What is Moneywise Guys's NAICS code?
Moneywise Guys's NAICS: 52,523
How many employees does Moneywise Guys have?
Moneywise Guys has 11-50 employees
What industry does Moneywise Guys belong to?
Moneywise Guys is in the industry of: Finance, Securities Trading
What is Moneywise Guys competition?
Moneywise Guys top competitors include: Focus Financial Network, Copper Canyon Wealth Management, Goodrich and Associates, Provident Wealth Management Group
What technology does Moneywise Guys use?
Some of the popular technologies that Moneywise Guys uses are: Cloudflare Website Optimization, Proofpoint, YouTube, Google Tag Manager
How do I contact Moneywise Guys?
Moneywise Guys contact info: Phone number: (661) 847-1000 Website: www.moneywiseguys.com
What does Moneywise Guys do?

Bakersfield Financial Advisors, established in 2002, is dedicated to providing personalized financial guidance rooted in integrity and community engagement. Their skilled team offers tailored strategies in retirement planning, investment advisory services, and business 401(k) solutions, aiming to empower clients to achieve their financial goals. Th... ey also host The Moneywise Show, which educates the public on financial topics through various media platforms. With a commitment to fostering lasting relationships, they serve clients in the Bakersfield community with a focus on understanding their unique needs and aspirations.Read More

What are Moneywise Guys social media links?
Moneywise Guys Linkedin page Moneywise Guys Facebook page
Is Moneywise Guys a public company?
Moneywise Guys is private company therefore does not currently have an official ticker symbol
See more information about Moneywise Guys

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.