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The Law Firm of Gina Leguria
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“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.”
Best Financial Advisors in Modesto, CA
24 firms listed · all 24 in Modesto · 1 open weekends · 10 rated 4.5+ · 2 show a license
Data verified October 18, 2026
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James Daniels JD CPA
“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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United Capital
“Exceeds my expectations every meeting.”
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Juarez Zarate & Co
“Excellent services!”
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Thorson Financial Estate Management
“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
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“Definitely will be telling friends and family about EBS.”
The 24 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 24 firms we list here are in Modesto itself. We have 33 firms in Modesto on file; this page shows the highest-rated 24. 12 of the firms on this page have a rating, from 4.2 to 5.0 across 152 reviews; 1 has 50 or more reviews and 10 are rated 4.5 or higher. 1 is open on Saturdays. 2 show a license on their websites and 2 have a BBB rating of A or A+. 19 have ten or more years of experience, the longest 28 years. 3 offer payment plans and 3 offer a free initial consultation. 1 has Spanish-speaking staff. We have a website on file for 23 of the firms on this page; 21 publish a contact page; 19 list a public email and 2 take 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.
Do any financial advisers listed for Modesto offer a free first meeting?
3 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
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Pension Management Consultants
“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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Swain Financial Services
“Great service.”
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Blom & Howell Financial Planning
“Very honest and trustworthy advisors.”
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Delta Pacific Investment Management
“Jose is awesome”
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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
“I appreciate the financial mentoring provided to my wife and I regarding our financial portfolio.”
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Oliveira Wealth
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“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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Sierra View Tax & Consulting
““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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Defined Plan Advisors
“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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Luminary 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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American Asset & Wealth Management
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Pinedo Financial Services
“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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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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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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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...”
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
Why these companies made our list
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