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Lemos Louis G CPA
“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.”
Best Financial Advisors in Stockton, CA
24 firms listed · 18 in Stockton · 2 open weekends · 9 rated 4.5+ · 6 show a license
Data verified October 18, 2026
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VG Capital Financial Services
- Future
- Retirement
- Financial Advisor
“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.”
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Attentive Investments
- Management
- Financial
“Firm is very responsive to any needs or concerns I may have.”
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Bill Pollard CPA
“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”
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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 ...”
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Scenic Oaks Funding
“Selling your home quickly can be a daunting task, but with the right approach, it's entirely possible. Here are six…”
The 24 firms listed for Stockton, 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: Stockton, CA
Of the 24 firms we list here, 18 are in Stockton itself and 6 come from Lodi (4, 10 mi), Lathrop (1, 12 mi) and Tracy (1, 19 mi). 11 of the firms on this page have a rating, from 4.0 to 5.0 across 397 reviews; 1 has 50 or more reviews and 9 are rated 4.5 or higher. 2 are open on Saturdays. The services the firms on this page list most often on their websites are business services (3), services for individuals (3), tax services (3), estate planning (2) and industries (2). 6 show a license on their websites and 2 have a BBB rating of A or A+. Domain records put 17 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 4 offer payment plans and 3 offer a free initial consultation. We have a website on file for all 24 of the firms on this page; 23 publish a contact page; 20 list a public email and 2 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Stockton take financial planning bookings online?
2 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
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Prodigy
“Prodigy is an economic resource center designed to empower our youth, families, veterans through financial education, course training, and providing financial resources. Our objective is to assist in the development of financial awareness, entreprene...”
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Iacopi Lenz & Co: Bell, Amber H., CPA
“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 exper...”
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Goldstrand Planning Group
“It's important for affluent families to reassess their liability coverage periodically, to make sure it's sufficient based on their finances, lifestyles, and the related risks.”
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Asset Creation Financial and Insurance Services
“First, clients tell us they appreciate that we take the time to educate them on their options. Throughout the year, we offer multiple educational sessions for you to learn more. These events are at no cost to you and often include a complimentary din...”
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Lifepath Wealth Advisors
“We will listen intently so we can better understand your starting point and where you're headed. As you describe your goals and dreams, we'll latch on to them so they become our priorities, too, and help you keep your financial house in order accordi...”
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Blakely Financial Services
“Advisory services offered through Potentia RIA, LLC, an SEC-Registered Investment Advisor.”
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Total Solutions Alliance
“Our services are always tailored to your unique needs. We provide Real Estate Sales, Real Estate Funding, Business Funding, Land Banking, Notes Sales & Purchases, Property Management, Insurance Services & Retirement Planning, Debt Settlement, Credit ...”
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Tina Wells Lee & Associates
“It's important to recognize that everyone's financial situation is different, and thus requires specifically tailored advice and strategies targeted to that person's goals and risk tolerances. Smart financial advising requires someone who understands...”
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Schneider Asset Management
“Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication ha...”
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Loomis Armored US
“At Loomis, one of our core values is people. We are committed to not only serving our customers with the utmost expertise and care, but also developing the people within our organization to provide the highest level of service and value.”
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The Salvetti Group
“The true benefit of well-managed wealth goes beyond just a balance sheet. It incorporates such timeless ideals as being able to devote more time to your family, your friends and your interests. And the comfort of knowing that your family and your int...”
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Michael P. Lynch Wealth Management
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Virsa Capital
- Efficient
- Interest Rate
- Loan
“Kudos to Bikram at Virsa Capital for helping me secure a loan for my truck.”
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Valley Accounting Firm
“I just want to say that Maria and her staff go beyond expectations, me and my family being doing businesss with Maria for over 20 years, and shes nothing but the best, very professional, honest, and very good and friendly people, thats why i keep c...”
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Phillips Financial - the Lodi Area Retirement Specialist
- Needs
- Market
- Investment
“I've been with Phillips Financial for nearly twenty years and could not be happier with the results that Chris and his son David have facilitated over the years, especially through the ups and downs of the markets.”
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Gaona Tax & Accounting
“Take a look at our Home page. Gaona Tax & Accounting is a full Accounting office located in Tracy, CA.”
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4thgen Wealth Management
“Thinking about where to invest your money can be overwhelming and confusing, especially for those who are unfamiliar with all options for investing. If you'd like to take advantage of the ease of stock trading with the diversification of mutual funds...”
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New York Life Albert Paula
“Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions. Parkwest Financial & Insurance Solutions is not owned by N...”
Retirement Planning and Investment Management Services in Stockton, CA Cost Estimates
Minimum cost
$1233
Maximum cost
$10477
National Average
$3698
Avg Per Hour Rates
$370
$2465
$6779
Fair price range is based on 528 cost profiles
Why these companies made our list
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