Modesto, CA

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Modesto, CA
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Best Financial Advisors in Modesto, CA

The highest-rated Financial Planning & Wealth Management firms out of 400 vetted & reviewed in the Modesto area.

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The Law Firm of Gina Leguria

The Law Firm of Gina Leguria

(27)
  • Trust
  • Questions
  • Call
“We had a complex transfer of ownership issue to settle, and after going through several Elderly Law Attorneys with no clear answers, we called The Law Firm of Gina Leguria.”
In Business Since 2014
819 17th St, Modesto, CA
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James Daniels JD CPA

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.”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2019
Offers Financing Options
4707 Greenleaf Ct Ste A, Modesto, CA
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United Capital

United Capital

(2)
“Exceeds my expectations every meeting.”
Licensed, BBB Rating: A+
In Business Since 2011
1200 Scenic Dr #111, Modesto, CA
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Juarez Zarate & Co

Juarez Zarate & Co

(3)
“I finally feel comfortable with how my taxes were handled.”
Transparent Fees & Pricing
In Business Since 2002
Offers Financing Options
1110 Tully Rd, Modesto, CA
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Thorson Financial Estate Management

Thorson Financial Estate Management

(3)
Long-Term Care Planning, Business Owner Retirement & Succession Planning, Income & Investment Planning
“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.”
Accepts All Major Credit Cards
In Business Since 2003
1101 Standiford Ave # C2, Modesto, CA
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Polzoni & Sauve Accounting Services

Polzoni & Sauve Accounting Services

(4)
Quickbooks Services, Business Services, Services For Individuals
“The only place I'll get my taxes done.”
Transparent Fees & Pricing
In Business Since 2016
Free Initial Consultation
Serving Modesto Area
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Kenoyer Financial & Insurance Solutions

Kenoyer Financial & Insurance Solutions

(2)
“I appreciate the financial mentoring provided to my wife and I regarding our financial portfolio.”
Licensed
In Business Since 2012
1022 14th St, Modesto, CA
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Swain Financial Services

Swain Financial Services

(2)
“Great service.”
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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Pacific Financial Group

Pacific Financial Group

(2)
Client Benefits, Services That Differentiate
“They are very personal and honest; they make you feel like family.”
In Business Since 2001
Serving Modesto Area
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Durbin Bookkeeping

Durbin Bookkeeping

(16)
Tax Preparation, Monthly Bookkeeping
“When it comes to keeping my financially healthy and moving in the right direction it turns out it takes a team of incredible people and Durbin Bookkeeping is that team for me!”
Remote Consultations Available
In Business Since 2019
Serving Modesto Area
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Retirement Planning and Investment Management Services in Modesto, CA Cost Estimates

Minimum cost
$1222
Maximum cost
$10381
National Average
$3664
Avg Per Hour Rates
$367
$2443
$6717
Average price range is based on 326 cost profiles
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Average Cost $3664
Minimum cost $1222
Maximum cost $10381
Avg Per Hour Rates $367

Average range $2443 to $6717 is based on 326 cost profiles.

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