Best Financial Advisors in Manteca, CA

The highest-rated Financial Planning & Wealth Management companies out of 143 vetted & reviewed in the Manteca area.

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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Taxpath

Taxpath

(47)
Your IRS File, For Small Businesses, Bankruptcy Options
“I found out that you can have your taxes prepared anywhere you want, and I immediately called Tax Path who got us a quick extension and scheduled us to do everything by phone and email!”
In Business Since 2004
Accepts Check, All Major Credit Cards
1914 W Grant Line Rd, Tracy, CA
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The Law Firm of Gina Leguria

The Law Firm of Gina Leguria

(48)
  • Brother
  • Understand
  • Information
“Then about explaining how she and her firm would go about doing it, while also giving me a time line in getting done after providing information she requested.”
In Business Since 2014
819 17th St, Modesto, CA
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Virsa Capital

Virsa Capital

(48)
  • Trailer
  • Sir
  • Efficient
“He helped me very nicely to pay my missed installments and saved my credit score.”
In Business Since 2014
Serving Manteca Area
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James Daniels JD CPA

James Daniels JD CPA

(6)
Tax Relief, Tax Planning, Individual Tax Preparation
“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.”
Offers Financing Options
In Business Since 2019
Transparent Fees & Pricing
Free Initial Consultation
4707 Greenleaf Ct Suite A, Modesto, CA
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Lemos Louis G CPA

Lemos Louis G CPA

Industries, 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.”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 1996
Licensed, BBB Rating: A+
1401 N Hunter St, Stockton, CA
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VG Capital Financial Services

VG Capital Financial Services

(9)
Sequence of Returns Risk Video, Client Testimonial Video, Useful Links
“Gilbert has helped me with my retirement and investment plans he is an awsome financial advisor and a great family man I put everything in his financial services and trust him in every thing he does for me.”
In Business Since 2011
3244 Brookside Rd #140, Stockton, CA
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Overcome Money

Overcome Money

(12)
  • Wealth
  • LLC
  • Goals
“I'm a protective Mama bear, but Garrick and Didi have gained my trust in the Financial Wealth program that I have allowed them to present the information to my son (my cub) and now he too is set for his own success.”
In Business Since 2021
Free Initial Consultation
606 SW D Ave, Lawton, OK
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Gaona Tax & Accounting

Gaona Tax & Accounting

Payroll, Quickbooks Setup, IRS Wage Garnishment
“Take a look at our Home page. Gaona Tax & Accounting is a full Accounting office located in Tracy, CA.”
Transparent Fees & Pricing
In Business Since 2013
Accepts All Major Credit Cards
Offers Financing Options
3120 N Tracy Blvd, Tracy, CA
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Juarez Zarate & Co

Juarez Zarate & Co

(4)
“I finally feel comfortable with how my taxes were handled.”
Offers Financing Options
In Business Since 2002
Transparent Fees & Pricing
1110 Tully Rd, Modesto, CA
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United Capital

United Capital

(2)
“I might mention that Desirez is always there to help me and never drops the ball!!”
In Business Since 2010
Licensed, BBB Rating: A+
1200 Scenic Dr #111, Modesto, CA
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Attentive Investments

Attentive Investments

(8)
  • Management
  • Financial
“She listens to your financial goals and works to help you achieve them.”
In Business Since 2015
Free Initial Consultation
5345 N El Dorado St #5, Stockton, CA
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Bill Pollard CPA

Bill Pollard CPA

Foreclosure and Short-Sale Tax Consequences, Federal and State Tax, IRS Representation
“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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Thorson Financial Estate Management

Thorson Financial Estate Management

(4)
“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.”
Free Initial Consultation
In Business Since 2006
Accepts All Major Credit Cards
1101 Standiford Ave # C2, Modesto, CA
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Vantage Point Business Services Corp

Vantage Point Business Services Corp

(2)
Payroll, Income Taxes, Bookkeeping
“I trust her work, enjoy her staff customer service, and have always been taken care of.”
In Business Since 2005
145 W 10th St Suite 100, Tracy, CA
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Willson & Company

Willson & Company

(1)
Audit Representation, Featured Links, Income Tax Preparation & Planning
“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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Evident Business Solutions

Evident Business Solutions

(5)
  • Camera
“Paul the owner is always available if needed”
717 16th St Suite 2, Modesto, 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 1996
Licensed, BBB Rating: A+
3461 Brookside Rd Ste E, Stockton, CA
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Marthella McWilson With Exp Realty

Marthella McWilson With Exp Realty

(3)
“Very knowledgeable, professional and friendly!”
In Business Since 2009
DRE#01878277
2291 W March Ln Suite A100, Stockton, CA
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Pension Management Consultants

Pension Management Consultants

Services, Plans, Annual Limits
“Pension Management Consultants specializes in pension plans and planning and pension management services in Modesto, CA. We are a locally owned business with more than 150 years of experience in providing financial planning and pension management ser...”
Free Initial Consultation
In Business Since 2001
Licensed, BBB Rating: A+
Se Habla Español
1165 Scenic Dr, Modesto, CA
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Swain Financial Services

Swain Financial Services

(2)
“Mr Joe Swain is caring, knowledgeable, dedicated to his clients.”
In Business Since 2014
611 13th St, Modesto, CA
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Blom & Howell Financial Planning

Blom & Howell Financial Planning

(1)
“Very honest and trustworthy advisors.”
In Business Since 2019
3340 Tully Rd # B4, Modesto, CA
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Delta Pacific Investment Management

Delta Pacific Investment Management

(1)
“Jose is awesome”
In Business Since 2012
1111 I St Suite 304, Modesto, CA
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Lynn Telford-Sahl, Certified Money Coach

Lynn Telford-Sahl, Certified Money Coach

“As technology has advanced over the years, more and more scams have popped up. In fact, there are now so many that some people believe they've become an epidemic. Recently, it has been found that targeted phishing emails are being created to steal pe...”
In Business Since 2008
1101 Standiford Ave, Modesto, CA
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Retirement Planning and Investment Management Services in Manteca, CA Cost Estimates

Minimum cost
$1135
Maximum cost
$9641
National Average
$3403
Avg Per Hour Rates
$341
$2269
$6238
Typical price range is based on 361 cost profiles
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Average Cost $3403
Minimum cost $1135
Maximum cost $9641
Avg Per Hour Rates $341

Typical range $2269 to $6238 is based on 361 cost profiles.

Why these companies made our list

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