The Ameriflex Group
Navigate life’s financial transitions with trusted advisors.
BUSINESS LOCATION
2008 21st St Ste 100, Bakersfield, CA, 93301, USCONTACT HUB
BUSINESS OVERVIEW
The Ameriflex Group is a Bakersfield-based financial advisory firm specializing in comprehensive financial planning, investment management, and transitional wealth planning. Founded in 2009, they help clients navigate major life transitions such as retirement, divorce, or selling a business with personalized, fiduciary advice.
SERVICE AREAS
Bakersfield
California
Whitefish
Montana
WORKING HOURS
OPEN NOWSERVICES & SPECIALTIES
- Financial planning for retirement
- Divorce financial planning
- Wealth management
- Tax efficiency maximization
- Estate plan review
- Investment portfolio management
- Income planning
- Insurance review
- Comprehensive Financial Planning
- Investment Management
- Transitional Wealth Planning
Frequently Asked Questions (FAQs)
The Ameriflex Group is located at 2008 21st St Ste 100, Bakersfield, CA 93301.
You can contact The Ameriflex Group by calling +1(661) 347-1211.
The Ameriflex Group is listed under the following categories: Financial advisor, Financial Consultant, Investment Service .
The Ameriflex Group provides services in the following areas: Bakersfield, California, Whitefish, Montana .
The Ameriflex Group offers the following products: Asset-Map Report .
The Ameriflex Group provides a range of services, including: Comprehensive Financial Planning, Investment Management, Transitional Wealth Planning .
The Ameriflex Group specializes in: Financial planning for retirement, Divorce financial planning, Wealth management, Tax efficiency maximization, Estate plan review, Investment portfolio management, Income planning, Insurance review .
The Ameriflex Group was established in 2009.
The languages spoken at The Ameriflex Group include: English .
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