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The Law Firm of Gina Leguria

(48)

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Call
Information

“Not having prior good experiences with lawyers, and having no clue about closing out an estate and family trust, I was tentative and nervous when I arrived.”

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James Daniels JD CPA

(6)

Estate & Trust Tax Services, Tax Preparation For Businesses, Tax Relief

“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.”

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Juarez Zarate & Co

(4)

“Excellent services!”

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United Capital

(2)

“Exceeds my expectations every meeting.”

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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.”

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Evident Business Solutions

(5)

Camera

“Definitely will be telling friends and family about EBS.”

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Swain Financial Services

(2)

“Great service.”

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Pension Management Consultants

Forms, Annual Limits, Plans

“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...”

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Delta Pacific Investment Management

(1)

“Jose is awesome”

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Blom & Howell Financial Planning

(1)

“Very honest and trustworthy advisors.”

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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...”

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Granite Wealth Management

“Congratulations! By now, you've already started setting the foundation for a full and lively retirement. At Granite Wealth, we can help you maximize your savings so that you can get the most enjoyment out of these wonderful years. Some topics that mi...”

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Kenoyer Financial & Insurance Solutions

(2)

“I appreciate the financial mentoring provided to my wife and I regarding our financial portfolio.”

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Oliveira Wealth

(11)

Millionaire
Advisor
Star

“Tyler helps those in need”

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Browning Garry CPA Tax Preparation

“They prepared all our late returns and helped get us back in good standing with the state.”

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Defined Plan Advisors

Wealth Management & Planning, Retirement Plan Consulting

“TDFs represent one of the most critical decisions fiduciaries must take about an investment lineup. We work with you to analyze your current TDFs and if they are inline with your plan objectives, demographics and participant behavior.”

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Sierra View Tax & Consulting

Partner Advisories, Local Firm Services

““Sierra View Tax & Consulting” is a brand name under which Platform CPAs, LLP and PT&C Group, LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards. ...”

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Pinedo Financial Services

Retirement Planning, Insurance Planning

“Steven Pinedo is a Certified Financial Planner and Founder of Pinedo Financial Services. For 22 years, Steven has helped individuals and families improve their financial strength and stability...”

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American Asset & Wealth Management

Aif® Individual Clients, Aif® Press Release, Aif® Investment Steward Clients

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Luminary Financial Planning

Investment Management, Financial Planning

“Luminary Financial Planning is a boutiquefee-only financial planning and investment advisory firm located in Modesto, California. We help unburden you by simplifying the financial planning process.Ultimately, our success lies in your financial peace ...”

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Michael Maddox - Stifel

“I provide client-focused investment guidance and actionable strategies to help you pursue your goals. Combining my extensive experience with Stifel's robust resources, I am privileged to demonstrate how I can serve you and your family across generati...”

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Gregory A. Crosby, CFP

“Neither Osaic Wealth, Inc. nor its representatives or employees provide legal or tax advice. If legal or tax advice or other expert assistance is required, the service of a currently practicing professional should be sought.”

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Mraz, Amerine & Associates

“At Mraz and Associates, our goal is to create successful investment solutions for our clients by combining a value-oriented investment philosophy with thorough research and dedication to outstanding individual service. We take the time to know our cl...”

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Osborne and Associates

“Osborne & Associates, Inc. provides Retirement Planning Programs designed to meet Employer specific objectives - both Tax-Savings and Employee-Related Objectives. Osborne & Associates stands apart from others in our field due to rigid adherence to ou...”

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Average Cost	$3664
Minimum cost	$1222
Maximum cost	$10381
Avg Per Hour Rates	$367

Best Financial Advisors in Modesto, CA

The highest-rated Financial Planning & Wealth Management companies out of 180 vetted & reviewed in the Modesto area.

The Law Firm of Gina Leguria

James Daniels JD CPA

Juarez Zarate & Co

United Capital

Thorson Financial Estate Management

Evident Business Solutions

Swain Financial Services

Pension Management Consultants

Delta Pacific Investment Management

Blom & Howell Financial Planning

Lynn Telford-Sahl, Certified Money Coach

Granite Wealth Management

Kenoyer Financial & Insurance Solutions

Oliveira Wealth

Browning Garry CPA Tax Preparation

Defined Plan Advisors

Sierra View Tax & Consulting

Pinedo Financial Services

American Asset & Wealth Management

Luminary Financial Planning

Michael Maddox - Stifel

Gregory A. Crosby, CFP

Mraz, Amerine & Associates

Osborne and Associates

Retirement Planning and Investment Management Services in Modesto, CA Cost Estimates

Why these companies made our list

Wealth Management Advisors near Modesto

Popular in Modesto