Howard Financial & Wealth Management
Financial Services • 
Bakersfield, California, United States • 1-10 Employees
Company overview
| Headquarters | 5401 Business Park South, Suite 112, Bakersfield, California 93309, US |
| Phone number | +16613225192 |
| Website | |
| NAICS | 52 |
| Keywords | Investments, Life Insurance, Long Term Care, Fixed Annuities, Retirement Income Strategies |
| Founded | 1995 |
| Employees | 1-10 |
| Socials |
Key Contact at Howard Financial & Wealth Management
Jerry Howard
President
Howard Financial & Wealth Management Email Formats
Howard Financial & Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@lancehowardfinancial.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@lancehowardfinancial.com | 100% |
About Howard Financial & Wealth Management
Who We Are Howard Financial & Wealth Management, Inc. is an independent Registered Investment Advisor serving Bakersfield, California and surrounding communities that provides financial planning and access to third party asset management. Our Mission To provide the families we serve with innovative financial strategies, solutions, and planning that can result in financial clarity, security, and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at Howard Financial & Wealth Management, Inc. Our Process Howard Financial & Wealth Management, Inc. provides investors custom tailored investment strategies to meet short and long-term needs. We provide full transparency in the form of separately managed accounts through our partnerships with third party money managers. Our goal at Howard Financial & Wealth Management, Inc. is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing both financial and insurance* solutions to achieve financial independence. As a fiduciary, Howard Financial & Wealth Management, Inc. is legally obligated to put our client’s interests first. *Insurance offered through Howard Financial & Insurance Services, Inc.
Howard Financial & Wealth Management revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Howard Financial & Wealth Management has never raised funding before.
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