Kyle Jones & Moneywise: A One-Stop-Shop
I’m fortunate to practice in Bakersfield where we have a host of local, independent resources available to assist my clients. One such resource is Moneywise Wealth Management, with whom I have a long-standing professional relationship. Their financial advisory team consists of David Anderson, Sherod Waite, Garro Ellis, Kris Pelster and Justin Leland. One key aspect of the Moneywise approach is their understanding of the financial, legal and tax issues that are often intertwined. With expertise in a variety of areas, the Moneywise team provides a “one-stop-shop” for a variety of important financial issues.
Some of Moneywise Wealth Management key services include:
- Retirement & Financial Planning
- 401(k) and Pension Rollovers
- Education & Goal Funding
- Investment Advisory Services
- Asset Allocation
- Annuities & Insurance Services
- Estate Services
I, Kyle Jones, provide assistance with the legal aspects of their work and provide wealth management and estate planning services. It’s a great, reciprocal partnership that provides my clients with access to key resources and advice and I appreciate that I have the ability to tap into their expertise for a variety of matters.
In addition to their financial advisory services, every weekday from 12:00 PM to 1:00 PM, Moneywise hosts a live radio show on KERN Newstalk 1180 AM & The New 96.1 FM. “The Moneywise Guys” show is is also available as a podcast on all major podcast platforms. Using national and local news and hot topics as a backdrop, the show discusses a variety of financial and legal issues facing Kern County residents and beyond. I appear on the show as a co-host and really enjoy providing my legal advice, insight and experience. In addition to myself, our colleague John Duffield, CPA/MST also appears on the show regularly to provide tax-related information and is a part of our inter-connected, working partnership.
Together, we form a unique and effective WEALTH + TAX + ESTATE model which is unlike any other in Kern County.
To see how myself and the Moneywise team can work together to assist you in making sure that your financial and legal planning is done with care and expertise in order to protect your best interests, please reach out to my office I am here to help you.
The Moneywise Wealth Management office is located at 8700 Stockdale Highway, across from CSUB, and my office, the Law Office of Kyle W. Jones, is right around the corner at 1620 Mill Rock Way, Suite 100.
For more information about how we can help you, please visit our official websites or call our offices:
Law Office of Kyle W. Jones
Moneywise Wealth Management
Securities offered through SCF Securities, Inc. • Member FINRA/SIPC • Investment advisory services offered through SCF Investment Advisors Inc. • 155 E. Shaw Ave., Suite 102, Fresno, CA 93710 • 800.955.2517 • 559.456.6109 FAX. • SCF Securities, Inc. and Moneywise Wealth Management are independently owned and operated. The Law Office of Kyle W. Jones Attorney at Law is not affiliated with SCF Securities or Moneywise Wealth Management.