Best Financial Advisors in Stockton, CA

The highest-rated Financial Planning & Wealth Management companies out of 106 vetted & reviewed in the Stockton area.

Bill Pollard CPA

Bill Pollard CPA

Corporation, LLC and Partnership Formation, Federal and State Tax, IRS Representation
“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”
In Business Since 2008
Transparent Fees & Pricing
2575 Grand Canal Blvd, Stockton, CA
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Findec

Findec

(3)
Comprehensive Wealth Management, Workplace Retirement Plans
“Fin Dec handles our retirement accounts, and we could not be happier with the results!”
In Business Since 1998
1776 W March Ln, Stockton, CA
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VG Capital Financial Services

VG Capital Financial Services

(1)
Income Allocation Video, TD Ameritrade Login, Mission Statement
“Great health care insurance programs!”
In Business Since 2011
3244 Brookside Rd #140, Stockton, CA
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Valley Financial Services

Valley Financial Services

FYI From Lindsey, Webinar
“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...”
In Business Since 1993
Accepts All Major Credit Cards
5757 Pacific Ave Suite 248, Stockton, CA
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Schwartz Giannini Lantsberger & Adamson Accountancy Corp.

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 ...”
In Business Since 1996
Licensed, BBB Rating: A+
Offers Financing Options
3461 Brookside Rd Ste E, Stockton, CA
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Prodigy

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...”
In Business Since 2017
FICO Certified
1407 W Fremont St, Stockton, CA
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Dalton & Company, A Blackline Partners Company

Dalton & Company, A Blackline Partners Company

“Whatever your requirements may be we are confident that our qualified professionals will be able to offer a solution to meet your requests. In addition to our general tax and financial knowledge, other specialty areas include 1031 exchanges, PAL's, N...”
In Business Since 2014
5345 El Dorado St Frontage #4, Stockton, CA
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Scenic Oaks Funding

Scenic Oaks Funding

“If you have been shopping around for different mortgage options, you've likely come across the FHA Loan. This mortgage is…”
In Business Since 2001
Licensed
3522 Deer Park Dr Suite A, Stockton, CA
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Iacopi Lenz & Co: Bell, Amber H., CPA

Iacopi Lenz & Co: Bell, Amber H., CPA

Quickbooks Services, Services For Individuals, Business Services
“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...”
Free Initial Consultation
In Business Since 1997
Transparent Fees & Pricing
Offers Financing Options
3031 W March Ln STE 300, Stockton, CA
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Goldstrand Planning Group

Goldstrand Planning Group

Newsletters, Articles, Tax Library
“This article provides an overview of provisions that could affect consumers and businesses, including clean energy tax credits, Medicare changes, and new corporate taxes.”
In Business Since 1999
Licensed
Transparent Fees & Pricing
2800 W March Ln Suite 326, Stockton, CA
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Attentive Investment Managers

Attentive Investment Managers

In Business Since 2015
Free Initial Consultation
5345 N El Dorado St #5, Stockton, CA
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Lifepath Wealth Advisors

Lifepath Wealth Advisors

Business Owner & Entrepreneurs, Comprehensive Financial Planning, Women Investors
“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...”
In Business Since 2015
10100 Trinity Pkwy # 430, Stockton, CA
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Asset Creation Financial and Insurance Services

Asset Creation Financial and Insurance Services

“*Guarantees are backed by the financial strength and claims paying ability of the issuing insurance company. ** We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professi...”
In Business Since 2006
2291 W March Ln a101, Stockton, CA
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Schneider Asset Management

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...”
In Business Since 2017
3439 Brookside Rd STE 211, Stockton, CA
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Mphung Consulting

Mphung Consulting

“Minh Phung has been in the financial services industry as a career agent for over 17 years. As a financial manager professional, Minh specializes in advanced insurance planning techniques to help his clients achieve their financial security. Him and ...”
In Business Since 2020
4719 Quail Lakes Dr Ste G-2014, Stockton, CA
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Total Solutions Alliance

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 ...”
In Business Since 2009
Licensed
110 N San Joaquin St 2nd floor, Stockton, CA
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Stuckey & Associates

Stuckey & Associates

“We realize financial behaviors do not change overnight and that you can develop lasting, life-changing, and fulfilling habits by working with us. We present strategies for budgeting finances, eliminating debt, improving credit scores, saving money, u...”
In Business Since 2014
5250 Claremont Ave, Stockton, CA
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Michael P. Lynch Wealth Management

Michael P. Lynch Wealth Management

In Business Since 2007
5250 Claremont Ave #145, Stockton, CA
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The Salvetti Group

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...”
In Business Since 2013
4633 Quail Lakes Dr, Stockton, CA
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Virsa Capital

Virsa Capital

(29)
  • Job
  • Team
  • Interest
“After having assessments from so many well established loan providers, you were the only one to get my application approved with low interest and so quickly.”
In Business Since 2014
Serving Stockton Area
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Gaona Tax & Accounting

Gaona Tax & Accounting

Bank Financing, IRS Payment Plan, Quickbooks Training
“Take a look at our Home page. Gaona Tax & Accounting is a full Accounting office located in Tracy, CA.”
Offers Financing Options
In Business Since 2011
Accepts All Major Credit Cards
Transparent Fees & Pricing
3120 N Tracy Blvd, Tracy, CA
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Valley Accounting Firm

Valley Accounting Firm

(4)
Industries, Services For Individuals, Business Services
“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...”
In Business Since 2017
Transparent Fees & Pricing
1822 W Kettleman Ln Suite 1, Lodi, CA
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4thgen Wealth Management

4thgen Wealth Management

Multi-Generational 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...”
In Business Since 2021
around to rear of Building, 2111 W Kettleman Ln c, Lodi, CA
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Capital Wealth Management

Capital Wealth Management

(1)
“Being a senior and recently retired, it's good to know you and Capital Wealth are watching over me.”
In Business Since 2013
723 N Main St, Manteca, CA
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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
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Average Cost $3698
Minimum cost $1233
Maximum cost $10477
Avg Per Hour Rates $370

Fair range $2465 to $6779 is based on 528 cost profiles.

Why these companies made our list

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