Rozell Wealth Management
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
2008 21st St Ste 100, Bakersfield, Calif...Phone Number
(661) 347-1211Website
www.rozellwealthmgt.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1
About Rozell Wealth Management
The AmeriFlex Group is a financial advisory firm based in Bakersfield, California, specializing in comprehensive financial planning, investment management, and transitional wealth planning. They focus on helping clients navigate significant life transitions such as retirement, divorce, the death of a spouse, or selling a business. Their services are designed for individuals seeking proactive and personalized financial guidance to plan for both current and future needs. The firm aims to provide independent, objective, and multi-dimensional investment advice to exceed client expectations.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Rozell Wealth Management
<$5M
1-10
Private
-
2009
N/A
Company Profile Activity
Activity Insights
Rozell Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Rozell Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Rozell Wealth Management.
Rozell Wealth Management Tech Stack
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The AmeriFlex Group is a financial advisory firm based in Bakersfield, California, specializing in comprehensive financial planning, investment management, and transitional wealth planning. They focus on helping clients navigate significant life transitions such as retirement, divorce, the death of a spouse, or selling a business. Their services ar... Read More
