California Retirement Plans

Star Score
Average 5 / 5
Reviews & Ratings 18
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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 - Reviewed on Google

- Linda LeBlanc - Jun 26, 2022 - Reviewed on Google

- Terry Hopkins - May 07, 2022 - Reviewed on Google

- Mike McGrath - Apr 29, 2022 - Reviewed on Google

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

- James Wojciehowski - Apr 10, 2022 - Reviewed on Google

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 - Reviewed on Google

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

- Stephanie Tirado - Feb 18, 2022 - Reviewed on Google

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

- Jeremy Price - Feb 03, 2022 - Reviewed on Google

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 - Reviewed on Google

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 - Reviewed on Google

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 - Reviewed on BBB

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 - Reviewed on BBB

We couldn't find a more knowledgeable, better equipped, more personable, and highly ethical business to work with. Andy, Brad and everyone are the consummate professionals. They eagerly answer all our questions and ensure we understand everything to make a fully informed decision. Simply the best in all respects, in our opinion.

Gary and Cathy Hoetker

- Gary And H. - Feb 23, 2020 - Reviewed on Yelp

Andy and his staff are dedicating there time and efforts to serve you in preparation of your financial future. This is an important topic to you or at least it should be. Confusing issues related to social security and medical health coverage needs you will face are made less worrisome with a consultation with Andy. I recommend you check him out. Give his office a call today.

- Frank W - Feb 15, 2020 - Reviewed on Yelp

Andy and Brad have been very accessible and informative. They have always explained all aspects of my retirement plan in plan English so even I could understand. I am very pleased with their advice and recommendations.

- Paul Taylor - Jan 28, 2020 - Reviewed on Yelp

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 - Reviewed on Google

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 - Reviewed on Facebook

This company is amazing! Make sure you see them!