Best Financial Advisors in Tracy, CA

The highest-rated Financial Planning & Wealth Management companies out of 181 vetted & reviewed in the Tracy area.

Gaona Tax & Accounting

Gaona Tax & Accounting

Innocent Spouse Relief, Tax Planning, Personal Financial Planning
“Take a look at our Home page. Gaona Tax & Accounting is a full Accounting office located in Tracy, CA.”
In Business Since 2011
Transparent Fees & Pricing
Offers Financing Options
Accepts All Major Credit Cards
3120 N Tracy Blvd, Tracy, CA
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Willson & Company

Willson & Company

(1)
Financial Investments & Asset Preservation, Income Tax Preparation & Planning, Entrepreneur Support Services
“We have been using them for our taxes for around thirsty years now.”
In Business Since 1999
Licensed
612 W 11th St #101, Tracy, CA
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Pollard Tax - Ascend Financial Management

Pollard Tax - Ascend Financial Management

(3)
“We aim to give great customer focus & are excited to give out a special promo for all new tax clients this year!”
In Business Since 2020
145 W 10th St Suite 100, Tracy, CA
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Virsa Capital

Virsa Capital

(29)
  • Team
  • Business Loan
  • Job
“The one and only ANJU mam over there knows how to talk to a person and understand them I really appreciate anju mam for helping me out for everything i was busy and stressed coz of my first time but anju mam cleared out every trouble for me”
In Business Since 2014
Serving Tracy Area
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Robert L Turner, CPA

Robert L Turner, CPA

(3)
“Turner to help me settle my late Father's taxes with the state and the IRS.”
In Business Since 2013
Offers Financing Options
Transparent Fees & Pricing
1120 2nd St, Brentwood, CA
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Paradigm Tax Services

Paradigm Tax Services

(7)
“I tried a few different preparers and the one thing I knew I would get out of them was non solicited advice that just wasn't going to help me or the situation.”
In Business Since 2018
Free Initial Consultation
613 1st St #210, Brentwood, CA
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Aar3tax & Accounting Services!

Aar3tax & Accounting Services!

“You have found me! My name is Ambrus A. Reese III, MBA, and I am the owner of AAR3 Tax & Accounting Services. I am available to assist you with your individual/small business tax and accounting needs. Do you have payroll, bookkeeping, reconcili...”
In Business Since 2015
Transparent Fees & Pricing
9040 Brentwood Blvd Suite C, Brentwood, CA
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Capital Wealth Management

Capital Wealth Management

(1)
“Being a senior and recently retired, it's good to know you and Capital Wealth are watching over me.”
In Business Since 2013
723 N Main St, Manteca, CA
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Journey Wealth Management

Journey Wealth Management

(6)
“He closely follows market trends and shares this information with his clients via weekly emails, seminars and personal annual reviews.”
In Business Since 2018
903 W Center St, Manteca, CA
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Landmark Senior Resources Insurance Service

Landmark Senior Resources Insurance Service

In Business Since 2010
Licensed
Serving Tracy Area
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Apex Securities & Asset Management

Apex Securities & Asset Management

The Apex Team, Retirement Plan Consulting, Go Independent With Apex Securities
“Because we take the time to fully understand what clients are trying to accomplish for themselves and their families, we are able to build multi-generational relationships with many of our clients. Regardless of whether our clients' want to focus on ...”
In Business Since 2010
8660 Brentwood Blvd, Brentwood, CA
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Sterling Certified Public Accountants

Sterling Certified Public Accountants

(7)
Services For Individuals, Tax Services, Services For Quickbooks
“I have referred her to a number of my other clients because of quality work, timely work and and her personal dedication and commitment for her work.”
In Business Since 2021
Offers Financing Options
Free Initial Consultation
Transparent Fees & Pricing
4305 Hacienda Dr suite 340, Pleasanton, CA
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James Daniels JD CPA

James Daniels JD CPA

(6)
Individual Tax Preparation, Tax Planning, Estate & Trust Tax Services
“Once my business was in order, he used the losses and capital expenditures from my year 1 corporate return to ensure my W2 income was balanced and I received the biggest return possible.”
In Business Since 2019
Offers Financing Options
Free Initial Consultation
Transparent Fees & Pricing
4707 Greenleaf Ct Ste A, Modesto, CA
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A & L Financial Services

A & L Financial Services

(6)
Tax Management
“Mike has been doing our business and personnel taxes for over 10 years, We greatly appreciate his expert advice and call him our tax guy..”
In Business Since 1979
Accepts All Major Credit Cards
Transparent Fees & Pricing
Licensed
53 Wright Brothers Ave STE E, Livermore, CA
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Financial Rescue

Financial Rescue

(30)
  • Debt
  • Peace
  • Email
“Again thank you for Alton Muyot and Lyka my negotiator and thank you for Financial Rescue that you have a professional staff like Alton and Lyca Salvador my trusted negotiator she is the one who facilitated my account and now l am debt free.”
In Business Since 2008
P.o. Box 361504, Milpitas, CA,
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Teh Financial Coaching

Teh Financial Coaching

(29)
  • Budgeting
  • Passion
  • Tools
“I had questions like how much do I need in retirement, how to understand my tax return, how to determine how much of an emergency fund needed personally and for my small business, and determining how much I actually need for bills, how much to save, ...”
In Business Since 2016
Expedition Ln, Milpitas, CA
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Adap Tax Financial

Adap Tax Financial

Tax and Accounting, Investments, Financial Planning
“We operate our business under the overarching premise that we are able to provide you with the best level of personalized service when we have developed deep relationships over time and provide holistic plans that focuses your personal goals, risk po...”
In Business Since 2019
Transparent Fees & Pricing
Licensed, BBB Rating: A+
4725 First St #275, Pleasanton, CA
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Juarez Zarate & Co

Juarez Zarate & Co

(3)
“I would not use another CPA, especially if you are in the Modesto area.”
In Business Since 2002
Offers Financing Options
Transparent Fees & Pricing
1110 Tully Rd, Modesto, CA
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Bill Pollard CPA

Bill Pollard CPA

Federal and State Tax, Foreclosure and Short-Sale Tax Consequences, Corporation, LLC and Partnership Formation
“We are dedicated to providing our clients with professional, accurate andcost-efficient tax preparation, complemented with exceptional service. Our tax experts offer comprehensive tax services and”
In Business Since 2008
Transparent Fees & Pricing
2575 Grand Canal Blvd, Stockton, CA
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Mitchell Advisory Services

Mitchell Advisory Services

(7)
“The timely business Intelligence reporting provided on monthly and quarterly basis has been very valuable in helping steer the business as we expand and invest in growth.”
In Business Since 2018
4435 First St #444, Livermore, CA
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Thorson Financial Estate Management

Thorson Financial Estate Management

(3)
Social Security Strategy Planning, Reduce Estate & Income Taxes, Long-Term Care Planning
“Tom, by continually updating his knowledge on investment tools and strategies has helped me feel more secure in my retirement and to maintain my income.”
In Business Since 2004
Accepts All Major Credit Cards
1101 Standiford Ave # C2, Modesto, CA
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Findec

Findec

(3)
Comprehensive Wealth Management, Workplace Retirement Plans
“Fin Dec handles our retirement accounts, and we could not be happier with the results!”
In Business Since 1998
1776 W March Ln, Stockton, CA
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VG Capital Financial Services

VG Capital Financial Services

(1)
Mission Statement, Useful Links, Sequence of Returns Risk Video
“Great health care insurance programs!”
In Business Since 2011
3244 Brookside Rd #140, Stockton, CA
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Valley Financial Services

Valley Financial Services

FYI From Lindsey, Webinar
“Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication ha...”
In Business Since 1993
Accepts All Major Credit Cards
5757 Pacific Ave Suite 248, Stockton, CA
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Retirement Planning and Investment Management Services in Tracy, CA Cost Estimates

Minimum cost
$1155
Maximum cost
$9817
National Average
$3465
Avg Per Hour Rates
$347
$2310
$6352
Fair price range is based on 291 cost profiles
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Average Cost $3465
Minimum cost $1155
Maximum cost $9817
Avg Per Hour Rates $347

Fair range $2310 to $6352 is based on 291 cost profiles.

Why these companies made our list

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