California Retirement Plans

Name: California Retirement Plans
Address: 2222 E St, Bakersfield, CA, 93301, United States
Telephone: 0
Rating: 5

Finance in Bakersfield CA
Star Score
Average 5 / 5
Reviews & Ratings 39
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California Retirement Plans, nestled in the heart of Bakersfield, is a trusted partner in securing financial futures. With over a decade of experience, Andy Barkate and his team, including Brad, have earned a reputation for their personalized approach to retirement planning. They excel in simplifying complex financial concepts, ensuring clients are well-informed and comfortable with their retirement strategies. Praised for their professionalism and responsiveness, they offer a no-pressure environment where clients' needs are meticulously tailored. Whether it's annuities, 401(k) rollovers, or IRA management, their dedication to client education and ethical service comes highly recommended by a loyal clientele who value security and individualized attention for their retirement journey.

Andy is great to work with excellent advice and a multi faceted plan for retirement. Service is extremely affordable. He is working on text notifications which will make the service even better. Highly recommend!

- Jerry Settelmeyer - Sep 08, 2025

Andy and his team are very professional and extremely knowledgeable. Always there to help and answer any questions.

- Bill Fetzer - Sep 06, 2025

Andy is very knowledgeable about his business and has helped me so much with my personal finances. I highly recommend him for any of my financial needs.

- Mary West - Sep 05, 2025

Andy is very knowledgeable and reassuring about my needs to retire comfortably! He’s been available for any questions or concerns and has gotten back to me with quick answers. I will recommend him to anyone looking for someone to guide them in this big step!

- Glen Bethany - Jul 20, 2025

Andy is great to work with! He seems to genuinely care about his clients and there financial well-being. We are happy to continue to work with Anady for the future.

- Larry Zachary - Jun 27, 2025

- Steve Smith - Jun 27, 2025

Andy has been very helpful and attentive to our needs in preparation of retirement. He's very thorough and has made us feel confident in our financial future.

- Michael Witthans - Jun 27, 2025

CA Retirement Plans use good strategies to help you prepare for retirement. They helped me see the picture of where I will be and I feel much more confident. They moved me to plans that have better yields. I highly recommend Andy Barkate and team.

- Scott Speakman - Jun 26, 2025

I have been extremely satisfied with my interaction with California Retirement Plans.
Our meetings have focused on paying less tax to the government. It doesn’t make much sense to get good interest on investment accounts and pay it all back in taxes. It just takes one phone call to see opportunities available work for you.

- Helen Menne - Jun 26, 2025

Very helpful, if you know little about investment Mr. Barkate is very knowledgeable . I was very comfortable.

- Sharon Williams - Jun 26, 2025

Very knowledgeable, pratical and very much in tune with my goals for retirement.

- Lou Villaruz - Mar 04, 2025

- bruce takii - Jan 23, 2025

Andy Barkate has been handling my funds for 8 years. So grateful for all his help, kindness and direction in taking care of things for me. I feel confident with his help.

- Sandra Collins - Jan 16, 2025

I've gotten to know Andy very well. He's great at what he does. He's knowledgeable & makes me feel at ease. I would & have recommended him gladly. I leave his office feeling upbeat. Thank you Andy! He also has a sharp football mind! Mike Ledbetter

- Mike Ledbetter - Jan 14, 2025

Andy is knowledgeable and easy to talk with. I feel good about him watching over our investments.

- colleen clasen - Jan 14, 2025

California Retirement Plans is an excellent resource for anyone wishing to be on the road to retirement. Mr. Barkate is very patient, explaining the ins and outs of the market. We are very pleased with the experience at California Retirement Plans.

- Carol McLean - Jan 14, 2025

California retirement is a great company. I’ve been with them for more that 15 years. They are always looking out for my financial investments and suggesting different ways to increase my portfolio.

- Kathy Witty - Jan 08, 2025

Andy is great to work with! He seems to genuinely care about his clients and there financial well-being. We are happy to continue to work with Anady for the future.

- Larry Zachary - Dec 23, 2024

Our interaction with Andy and his staff is always warm and cordial. He analyzes your particular financial situation and comes up with a plan that best suits your needs, He lays out options and explains the pros and cons of each. We always leave his office feeling confident we made good choices, not to mention being more knowledgeable about financial matters!

- John Stumm - Dec 18, 2024

California retirement Plans is the place to have for your retirement planning. Thank you Andy for helping me on my retirement plans.

- Tony DelV - Dec 18, 2024

- Adrian Medina - Dec 08, 2024

I value any and all of Andy’s advice and input into my plan for retirement. Andy also has a team of professionals that will assist with the transition from work to retirement.

- Richard Boden - Jun 27, 2022

- Linda LeBlanc - Jun 26, 2022

- Terry Hopkins - May 07, 2022

- Mike McGrath - Apr 29, 2022

California Retirement Plans is always conveniently available for discussion and advice for our retirement plans and accounts. Highly recommend.

- James Wojciehowski - Apr 10, 2022

Andy has always been understanding, knowledgeable, friendly and of course very professional in our interactions. It is comforting knowing he’s watching out for my financial future.

- Michael Williams - Mar 20, 2022

Best financial advice highly recommend Cal Retirement. Call and set up a visit 😊

- Stephanie Tirado - Feb 18, 2022

Andy Barkate is a principled and highly informed businessman and it is a pleasure working with him.

- Jeremy Price - Feb 03, 2022

Great people to work with. They take the time to evaluate your individual situation before proposing any investment options. We feel very safe & secure using them.

- Jean Watanabe - Jan 29, 2022

Positive: Professionalism, Quality, Responsiveness, Value

Andy & Brad explain things in a way that's very understandable. They make you feel at ease. No pressure what so ever. Mike Ledbetter

- Mike Ledbetter - Jul 10, 2021

So far the process has been quick and easy with Andy, from our 401k plan too a traditional Ira, he has been very helpful getting me and my wife the retirement plan too meet my future financial needs. He is professional in every way. He is local Here in Bakersfield and many years of experience meeting the needs of retirerees.

- Kenneth N - Aug 19, 2020

We've been with Andy for over ten years now, and have always been very happy with the service that he and his company provides. He always deals with us on a one-on-one basis, always taking all the time necessary to educate us, and our retirement income as a result of his services have been secure. Highly recommended.

- Bo S - Apr 06, 2020

I've been working with Andy Barkate for over a decade. I've learned a lot about annuities and retirement through him and through research of the products he offers. Like all financial decisions, it's important to read the materials, ask questions and research your options. I'm very pleased with our relationship through the years and have recommended his retirement classes to numerous co-workers and friends.

- Tina Evans - Jan 12, 2020

I appreciate the individual attention you receive from Andy. He listens to questions and concerns, and discusses them with you. While some things fall into some general broad categories, he does not take a one size fits all approach to his recommended actions, they are very much tailored to your individual needs and open for discussion and changes. Not a high pressure approach at all and allows you to make any decisions necessary, when you are ready. Readily available and dependable to get back to you if you initiate contact. Highly recommend Andy.

- Larry Oman - Jan 07, 2020

This company is amazing! Make sure you see them!

- Irene Wilkins - Jan 07, 2020

Frequently Asked Questions

FAQ's from customer experiences

How does California Retirement Plans tailor retirement strategies to individual needs?

California Retirement Plans evaluates each client's unique financial situation and goals to develop personalized retirement plans, explaining options clearly and addressing specific concerns.

What kind of support can clients expect during the retirement planning process?

Clients receive attentive, accessible support including thorough explanations, timely responses to questions, and ongoing guidance to help them feel confident about their retirement future.

How does California Retirement Plans help with tax considerations in retirement planning?

The team focuses on strategies to minimize tax liabilities on investments, aiming to optimize returns by considering tax-efficient options and helping clients understand available opportunities.

California Retirement Plans | 2222 E St, Bakersfield CA 93301, United States