What our clients think of us….
“Cal Retirement Plans has been a real lifesaver to me since I retired. Andy keeps us informed of the latest info concerning our investments and offers timely advice for our individual and unique circumstances.”
Kim Z., Ridgecrest
“I have had such a great experience since I have rolled over my 401K to an IRA.
Andy has been absolutely fantastic; he has a sincere interest in my personal account and wants nothing but the best for his clients.
I know I am in good hands with Andy and superb staff & would recommend all who need any financial assistance call Andy Barkates’ office first.”
Shelly R., Bakersfield
“We love California Retirement Plans LLC & Andy is great.”
Linda W., Inyokern
“Was searching for somewhere to move my 401K money so that it would grow faster and be safe. I found California Retirement Plans with Andy and moved most of my money to two separate accounts which have grown as I was hoping for. Since this time I have referred friends so that they may grow in the same way as I did. Thank you Andy for helping me in my retirement funds.”
Sharon H.,Ridgecrest
“Andy and the staff at California Retirement Plans have been consistently helpful in answering any questions about our retirement accounts. We appreciate receiving personal service and Andy does a great job of monitoring contact.”
Jay J.
“Andy has proven to be one of the best sources for annuities and superior resource for insight into this complex field.”
John
Andy-
“Great information, great advice, and great friend. Your recommendations saved us financially during the recent downturn.”
Tom & Stella, Bakersfield
“Everybody is concerned with money because, in today’s world, everyone has to be concerned. Money is not easy to come by, and I want to make sure the money I earn is in safe and predictable investments so I can enjoy my retirement years. Andy Barkate thoughtfully listened to my financial goals and masterfully invested my hard earned assets based on my needs. I have complete confidence in Andy’s financial expertise and recommend him to anyone wanting to secure their financial future.”
Mike M., Bakersfield
“I was looking to retire early. I watched Andy from California Retirement on a local news channel which led me to him for my retirement needs.
Andy was very helpful, My wife and I explained my goals and what I was looking to do and Andy knew what was needed and how to do it. It was scary taking this step but Andy was helpful in making me fill comfortable with my decision and helping me understand how all the finances was going to work. He helped set up all the accounts for my wife and myself to beabl to retire at 56. I have now retired after 35 years for the same company having no more stress and started my own little business doing what I enjoy. Thank You Andy and all his staff who are very nice and helpful.”
Bill H., Bakersfield
We have been with Andy for few years and are very satisfied with his guidance in financial matters. Andy ‘s office staff has always been very helpful in a timely manor
Len & Marilyn Lancaster,CA.
