Best Financial Advisors in Lodi, CA

The highest-rated Financial Planning & Wealth Management companies out of 126 vetted & reviewed in the Lodi area.

Valley Accounting Firm

Valley Accounting Firm

(6)
Industries, Tax Services, Services For Individuals
“I just want to say that Maria and her staff go beyond expectations, me and my family being doing businesss with Maria for over 20 years, and shes nothing but the best, very professional, honest, and very good and friendly people, thats why i keep c...”
In Business Since 2017
Transparent Fees & Pricing
1822 W Kettleman Ln #1, Lodi, CA
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Phillips Financial - the Lodi Area Retirement Specialist

Phillips Financial - the Lodi Area Retirement Specialist

(6)
Estate Planning, Charitable Gifting, Retirement Planning
“I've been with Phillips Financial for nearly twenty years and could not be happier with the results that Chris and his son David have facilitated over the years, especially through the ups and downs of the markets.”
Remote Consultations Available
In Business Since 2009
Accepts All Major Credit Cards
1920 Tienda Dr Ste 202, Lodi, CA
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4thgen Wealth Management

4thgen Wealth Management

Multi-Generational Wealth Management
“Thinking about where to invest your money can be overwhelming and confusing, especially for those who are unfamiliar with all options for investing. If you'd like to take advantage of the ease of stock trading with the diversification of mutual funds...”
In Business Since 2021
around to rear of Building, 2111 W Kettleman Ln c, Lodi, CA
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New York Life Albert Paula

New York Life Albert Paula

“Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions. Parkwest Financial & Insurance Solutions is not owned by N...”
In Business Since 2011
Licensed
777 S Ham Ln D, Lodi, CA
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Polack Curtis J CPA

Polack Curtis J CPA

“To explore our home page, click on your topic of interest. We invite you back to our pages often. Bookmark this as a favorite page or make it your first page when you log on.”
In Business Since 1995
Licensed, BBB Rating: A+
1300 W Lodi Ave STE O, Lodi, CA
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Dedicated Financial & Insurance Services

Dedicated Financial & Insurance Services

Insurance, Financial Planning, Investments
“Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and registered investment adviser. Member”
In Business Since 2012
431 S Ham Ln STE B, Lodi, CA
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Crow Financial

Crow Financial

“We partner with you to develop a course of action based on your values, comfort level, current situation, and timeline. If you don't understand something, we want to explain it to you. If you're not sure about a particular investment, we'll tell you ...”
In Business Since 2012
Licensed
222 W Lockeford St, Lodi, CA
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Cetera Advisor Networks

Cetera Advisor Networks

““Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), a...”
In Business Since 2012
1806 W Kettleman Ln, Lodi, CA
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Lemos Louis G CPA

Lemos Louis G CPA

Services For Quickbooks, Tax Services, Services For Individuals
“Take a look at our home page. Louis G. Lemos, CPA, CGMA is a full service tax, accounting and business consulting firm located in Stockton, CA.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 1998
Free Initial Consultation
1401 N Hunter St, Stockton, CA
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Attentive Investments

Attentive Investments

(8)
  • Management
“Always have had positive encounters with Athena & everyone else at the office.”
In Business Since 2015
Free Initial Consultation
5345 N El Dorado St #5, Stockton, CA
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VG Capital Financial Services

VG Capital Financial Services

(4)
TD Ameritrade Login, Income Allocation Video, Services Offered
“Great health care insurance programs!”
In Business Since 2011
3244 Brookside Rd #140, Stockton, CA
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Bill Pollard CPA

Bill Pollard CPA

Corporation, LLC and Partnership Formation, Foreclosure and Short-Sale Tax Consequences, Federal and State Tax
“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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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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Schwartz Giannini Lantsberger & Adamson Accountancy Corp.

Schwartz Giannini Lantsberger & Adamson Accountancy Corp.

“If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are ...”
Offers Financing Options
In Business Since 1998
Licensed, BBB Rating: A+
3461 Brookside Rd Ste E, 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 1991
Accepts All Major Credit Cards
5757 Pacific Ave Suite 248, Stockton, CA
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Dalton & Company, A Blackline Partners Company

Dalton & Company, A Blackline Partners Company

“Whatever your requirements may be we are confident that our qualified professionals will be able to offer a solution to meet your requests. In addition to our general tax and financial knowledge, other specialty areas include 1031 exchanges, PAL's, N...”
In Business Since 2014
5345 El Dorado St Frontage #4, Stockton, CA
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Scenic Oaks Funding

Scenic Oaks Funding

“As we move further into the decade, the evolution of home design continues to captivate and inspire. The year 2024…”
In Business Since 2001
Licensed
3522 Deer Park Dr Suite A, Stockton, CA
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Prodigy

Prodigy

“Prodigy is an economic resource center designed to empower our youth, families, veterans through financial education, course training, and providing financial resources. Our objective is to assist in the development of financial awareness, entreprene...”
In Business Since 2017
FICO Certified
1407 W Fremont St, Stockton, CA
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BPM

BPM

(2)
“Qualified staff able to handle multi-layered, complicated tax returns.”
In Business Since 1998
Transparent Fees & Pricing
3247 W March Ln #200, Stockton, CA
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Iacopi Lenz & Co: Bell, Amber H., CPA

Iacopi Lenz & Co: Bell, Amber H., CPA

Quickbooks Services, Tax Services, Services For Individuals
“If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are exper...”
Free Initial Consultation
Offers Financing Options
In Business Since 1999
Transparent Fees & Pricing
3031 W March Ln STE 300, Stockton, CA
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Goldstrand Planning Group

Goldstrand Planning Group

Newsletters, Flipbooks, Articles
“A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.”
Offers Financing Options
In Business Since 1999
Licensed
2800 W March Ln Suite 326, Stockton, CA
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Lifepath Wealth Advisors

Lifepath Wealth Advisors

Business Owner & Entrepreneurs, Risk Management & Insurance Planning, Comprehensive Financial Planning
“We will listen intently so we can better understand your starting point and where you're headed. As you describe your goals and dreams, we'll latch on to them so they become our priorities, too, and help you keep your financial house in order accordi...”
In Business Since 1991
10100 Trinity Pkwy # 430, Stockton, CA
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Asset Creation Financial and Insurance Services

Asset Creation Financial and Insurance Services

“*Guarantees are backed by the financial strength and claims paying ability of the issuing insurance company. ** We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professi...”
In Business Since 2006
5250 Claremont Ave, Stockton, CA
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Schneider Asset Management

Schneider Asset Management

“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 2017
3439 Brookside Rd STE 211, Stockton, CA
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Retirement Planning and Investment Management Services in Lodi, CA Cost Estimates

Minimum cost
$1098
Maximum cost
$9330
National Average
$3293
Avg Per Hour Rates
$330
$2196
$6037
Typical price range is based on 495 cost profiles
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Average Cost $3293
Minimum cost $1098
Maximum cost $9330
Avg Per Hour Rates $330

Typical range $2196 to $6037 is based on 495 cost profiles.

Why these companies made our list

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