Mestmaker Petrey Wealth Advisors Inc. is a locally owned SEC Registered Investment Advisory Firm based in Bakersfield, CA, offering independent and unbiased advice tailored to individual needs. Their team approach allows for proactive strategies in managing portfolios for a diverse client base including individuals, corporations, foundations, and charities.
Specializing in corporate investing and personal financial planning, Mestmaker Petrey Wealth Advisors provides services such as corporate retirement plans, cash management, wealth management, and alternative investments. With a mission to help clients achieve financial independence through objective advice, they prioritize client education and building strong client-advisor relationships.
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