661-578-5329

Financial Planning in Bakersfield and Taft, CA

Invest in Your Future.

For many, planning early is at the heart of a sound financial future. At Edward J. Herrera Insurance Agency , we realize the importance of taking the right steps in order to accomplish not only your short-term fiscal goals, but also your long-term desires for a happy retirement.

With Financial Planning services from Edward J. Herrera Insurance Agency , you can receive helpful advice from a professional who is committed to assisting you in planning for a secure and stable future. Our Financial Planning advisors can help you determine:

  • The right retirement plan for your individual and family-oriented needs
  • How much money you should put away in savings
  • Whether you currently have the right amount of insurance coverage (including Disability)
  • How much money you should invest
  • Whether you’re on track to saving enough for retirement

Our experts can even advise you on Estate Planning and Analysis. It’s important for most people to know and control what happens to their estate upon their passing. With the right advice and strategy, you can ensure that the family home stays in the family, your wills and trusts are properly drawn up, your affairs are properly handled, and much more.

Since each person has their own goals for their financial future and retirement, Edward J. Herrera Insurance Agency is committed to educating you on making the right decisions based on your current situation and how to plan accordingly. One of the best feelings you can have is knowing that your financial independence is secure.

Contact Edward J. Herrera Insurance Agency today to see how Financial Planning can help achieve your goals.

Edward J. Herrera Insurance Agency

2017 19th St.

Bakersfield , CA 93301

Main office: 661-578-5329
Fax: 661-327-7791

Office Hours:

Mon: 9:00 AM - 5:00 PM
Tues: 9:00 AM - 5:00 PM
Wed: 9:00 AM - 5:00 PM
Thurs: 9:00 AM - 5:00 PM
Fri: 9:00 AM - 5:00 PM
Sat: 10:00 AM - 2:00 PM
Sun: Closed

Taft Office

417 1/2 Center St.

Taft, CA 93268

Main office: 661-577-4231
Fax: 661-745-4921

Office Hours:

Mon: Closed
Tues: 12:00 PM - 4:00 PM
Wed: 11:00 AM - 4:00 PM
Thurs: 12:00 PM - 4:00 PM
Fri: 12:00 PM - 4:00 PM
Sat: Closed
Sun: Closed

Our Providers

Testimonials

Edward Herrera is one of the best insurance agents I now, is a wholesome professional I recommend him highly.
Jorge Torrejon
Ed Herrera Insurance Agency is the best that I have ever used. I have known Ed Herrera for 20 + years on a personal and professional basis. He and his office staff are incredibly honest, trustworthy, competent, capable and caring.
David Huff
"Ed is an outstanding business leader in his community and among his associates. He is very knowledgeable in several areas of insurance and cares deeply about his clients. He is very sincere and honest." ________________________________________
John Sanders