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24 firms listed · 6 in Lodi · 1 open weekends · 7 rated 4.5+ · 6 show a license
Data verified October 18, 2026
The 24 firms listed for Lodi, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Of the 24 firms we list here, 6 are in Lodi itself and 18 come from Stockton (10 mi). 9 of the firms on this page have a rating, from 4.0 to 5.0 across 38 reviews; 7 are rated 4.5 or higher. 1 is open on Saturdays. The services the firms on this page list most often on their websites are business services (3), services for individuals (3), tax services (3), financial planning (2) and industries (2). 6 show a license on their websites and 3 have a BBB rating of A or A+. 18 have ten or more years of experience, the longest 35 years. 3 offer payment plans and 3 offer a free initial consultation. We have a website on file for all 24 of the firms on this page; 23 publish a contact page; 20 list a public email and 2 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
2 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
