For Your Legacy

There comes a time in everyone’s life when they begin considering the kind of legacy they want to leave behind for the generations of the future.

How you can continue to provide for your family and the causes you care about is something you may think about often, or maybe you have never thought about it before. Whatever stage of life you are in, it is never too early to start thinking about legacy planning.

David Mersereau is focused on meeting the financial and retirement needs of others through implementing financial strategies, coordinating estate planning, securing college funding and guaranteeing your insurance needs are met.

Click here to contact David and setup a consultation.

Come Visit Us in the Historic Downtown Haberfelde Building


1700 Chester Ave, Bakersfield CA 93301