(661) 213-3001 403bSpecialist@gmail.com
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What is a 403(b)

Why You Need a 403(b) or 457 Plan

ABCs of 403(b)s

Meet Pam Lane

FINANCIAL EDUCATOR / 403B SPECIALIST

Wise Financial & Insurance Services is ready to serve all of your financial needs. Our advisors have more than 50 years of combined experience in helping educators with retirement planning. They are also long time Bakersfield residents.

We specialize in 403b business to help you enjoy a well deserved retirement.  […]

If you knew you had guaranteed income for life as part of your overall retirement plan

What would you do?

Our Mission

Our mission is to help our clients make smart investment and financial decisions

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Educational Videos

Gain Financial Intelligence. Watch some of our educational videos.

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Services Offered

Wise Financial & Insurance Services specializes in these Financial & Insurance products.

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We’d love to hear from you!

Please give us your contact information and we’ll be happy to reach out to you.
Ask us any questions you may have, and we’ll be sure to help answer them.

Phone (661) 213-3001