Garza and Associates | Financial Planning and Insurance Services in Bakersfield, CA
Financial Services • 
5100 California Ave, 108, United States • 1-10 Employees
Company overview
| Headquarters | 5100 California Ave, 108, Bakersfield, California 93309, US |
| Website | |
| NAICS | 52 |
| Keywords | Risk Management, Auto Insurance, Homeowners Insurance, Asset Protection, Health Insurance, Retirement Planning, Business Insurance, Life Insurance, Wealth Accumulation, Insurance, Financial Planning, Business Financial Consulting, Estate Planning, Renters Insurance, Insurance Needs Analysis, Claims Advocacy, Personal Financial Coaching, Cash Flow & Budgeting, Umbrella Liability Insurance, Tax-Efficient Investment Strategies, College Savings Planning |
| Employees | 1-10 |
Key Contact at Garza and Associates | Financial Planning and Insurance Services in Bakersfield, CA
Roy Garza
Owner
About Garza and Associates | Financial Planning and Insurance Services in Bakersfield, CA
Garza and Associates is a trusted financial and insurance services firm serving Bakersfield and the greater Central Valley. We help individuals, families, and businesses protect their assets, plan for the future, and manage financial risk with clarity and confidence. Our mission is simple: to provide personalized guidance and comprehensive solutions that adapt to life’s changing needs. Whether you're building wealth, preparing for retirement, or securing the right insurance coverage, we’re here to help every step of the way. Our Services Financial Planning & Projections — Custom strategies that align income, savings, investments, and risk management to meet your long-term goals. Retirement Planning — Personalized retirement income projections and portfolio management to help you retire with security and peace of mind. Estate Planning — Guidance on structuring wills, trusts, and asset transfers to preserve wealth and protect your legacy. Tax-Efficient Investment Strategies — Tailored investment plans that seek to optimize returns while minimizing tax liabilities. Health Insurance — Individual, family, and small business health plans designed for comprehensive coverage and cost efficiency. Auto Insurance — Customized auto coverage with flexible options and discounts to protect your vehicles and driving record. Homeowners & Renters Insurance — Policies that protect your property, personal belongings, and personal liability. Life Insurance — Term, whole, and universal life options to provide financial security for your loved ones. Umbrella Liability Insurance — Additional liability coverage to safeguard your personal and business assets from unexpected legal claims. How We Serve One-on-one consultations with Roy Garza and a dedicated, bilingual team. California Insurance License #0M49003 — proudly serving Bakersfield and surrounding communities.
Garza and Associates | Financial Planning and Insurance Services in Bakersfield, CA revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Garza and Associates | Financial Planning and Insurance Services in Bakersfield, CA has never raised funding before.
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