WEALTH TARGET INVESTMENT ADVISORS

We start by listening to you; your dreams, your goals, and your wealth planning needs. We work with you to lay out the framework and then prioritize what's important to you. We then develop a financial and investment plan that fits your lifestyle. Our strategies were designed to help you gain confidence in your financial decisions which may give you freedom from unnecessary stress and can help move you closer towards your ultimate success. Your success is our goal... Wealth Target Investment Advisors Larry Menna Bakersfield CA. As a CERTIFIED FINANCIAL PLANNER™ Professional, we specialize in portfolio management and comprehensive financial planning for business owners, professionals, and retirees... Most people already have savings, investments, and retirement funds, but they don't have a plan. We help you define your target; we then teach you how to aim. By managing your cash and shielding yourself from many of life's risks, you gain confidence. With that confidence you can then..

Also known as: WEALTH TARGET INVESTMENT ADVISORS, LLC

Primary location: Bakersfield United States