Best Financial Advisors in Modesto, CA
19 firms listed · all 19 in Modesto · 1 open weekends · 5 rated 4.5+ · 2 show a license
Data verified October 21, 2026
Delta Pacific Investment Management
Blom & Howell Financial Planning
Granite Wealth Management
Lynn Telford-Sahl, Certified Money Coach
Kenoyer Financial & Insurance Solutions
The 19 firms listed for Modesto, 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.

Area overview: Modesto, CA
All 19 firms we list here are in Modesto itself. We have 20 firms in Modesto on file; this page shows the highest-rated 19. 5 of the firms on this page have a rating, and all of them are rated 5.0, across 29 reviews. 1 is open on Saturdays. The services the firms on this page list most often on their websites are financial planning (2), investment management (2) and retirement planning (2). 2 show a license on their websites. 14 have ten or more years of experience, the longest 39 years. We have a website on file for 18 of the firms on this page; 16 publish a contact page; 13 list a public email and 1 takes bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.