How can I pay at Tax-Free Retirement Services?

Whether it’s cash, card, or contactless, Tax-Free Retirement Services takes it.

How can I talk to someone at Tax-Free Retirement Services?

You can talk to Tax-Free Retirement Services by calling 661-900-4499.

Is there a page with contact info?

Yes. You'll find it at kims.freedomequitygroup.com.

What's the fastest way to schedule?

Follow the instructions in Appointment required.

Tax-Free Retirement Services

Name: Tax-Free Retirement Services
Address: US
Telephone: +16619004499
Price range: $$$$

This business provides Financial planner

Z1BIZ rates this business

Rated 3.5 out of 5

This business provides Financial planner

661-900-4499

Tax-Free Retirement Services

Hours Of Operation

Average cost for goods & services:

$$$$

on a scale from “$” to “$$$$”

Tax-Free Retirement Services

Z1BIZ rates this business

Rated 3.5 out of 5

This business provides Financial planner

661-900-4499

Tax-Free Retirement Services

Hours

Average cost for goods & services:

$$$$

on a scale from “$” to “$$$$”

Explore Tax-Free Retirement Services

Tax-Free Retirement Services is a financial planner based in Bakersfield, California, specializing in retirement planning strategies that emphasize tax efficiency. The firm focuses on helping clients navigate complex financial decisions related to retirement, aiming to maximize income while minimizing tax liabilities. By tailoring retirement plans to individual needs, the business supports long-term financial security for its clientele in the Bakersfield area.

The team at Tax-Free Retirement Services provides comprehensive financial planning, including investment advice, risk management, and retirement income strategies. Their approach involves assessing each client’s unique financial situation, goals, and risk tolerance to develop customized plans that align with future retirement objectives. The firm’s expertise extends to understanding various retirement account options and how they impact tax obligations during retirement years.

In addition to retirement planning, Tax-Free Retirement Services offers broader service establishment support, assisting clients in organizing their financial affairs to achieve greater clarity and control. This includes evaluating existing financial portfolios, identifying potential tax-saving opportunities, and advising on asset allocation. By integrating these elements, the business helps clients build sustainable retirement income streams while addressing potential financial challenges.

Clients seeking financial planning assistance in Bakersfield can reach Tax-Free Retirement Services at 661-900-4499 to discuss how tailored retirement strategies might fit their individual circumstances. The business aims to provide clear, informed guidance in a field where tax implications and long-term planning play a critical role in financial success.

Business representative details:

Tax-Free Retirement Services presents itself as a financial planner in the area, with a standing that suggests baseline trust while further verification may be underway. Their approach appears cautious and informational, offering potential clients a neutral perspective on their services. The business’s contact details and online presence indicate accessibility, but limited public information leaves some uncertainty regarding the full scope of their expertise and offerings in the competitive financial planning landscape of California.

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