The Best Financial Advisors in Stockton

Let us help you find the best financial advisor for your needs.

Here is our List of the 10 Stockton Financial Advisor

Ascend Financial Management Inc.

Ascend Financial Management, Inc. specializes in financial reporting, payroll services and ancillary services such as sales tax reporting, gross receipt tax reporting and worker’s compensation reporting and audits.

We also provide tax representation services such as audit assistance, tax collection issues and tax debt resolution options.

In connection with Bill Pollard Jr. CPA, Kimberley is dedicated to providing clients with professional, accurate and cost-efficient tax preparation, complemented with exceptional service.

Together, they provide comprehensive tax services and solutions for individuals and businesses and place special emphasis on reliable and individualized services.

At AFMI, we’ve had the schooling and numbers are our thing! We are the area’s leading provider of financial statement preparation for small to mid-sized businesses encompassing a variety of industries and entity types.

If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

145 W 10th Street, Suite 100 Tracy, CA 95376

Azevedo Inevstment Corp.

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.

Services

Investments
Investments can play a key role in your financial security plan. A mix of registered and non-registered savings can help achieve your goals.
Insurance
Insurance is essential to any comprehensive financial security plan. It can protect you and your family from undue hardship.
Retirement Planning
Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.
Your Finances
Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis.
Asset Allocation
Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.
Charitable Giving
Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.

4230 Kiernan Avenue, Suite 200 , Modesto, California 95356

Capital Wealth Management

When it comes to your financial future you need someone with knowledge, experience and integrity to assist you in accomplishing your financial mission.

Our independent business model ensures we have the autonomy and discretion to put you at the center of all investment strategies and business decisions. Just as we stand behind you to help you pursue your financial dreams, we have teams standing behind us and supporting our business.

These firms also strengthen our relationship with you by providing the resources we need to better serve you. We think it’s important for you to know who these partners are and why we have chosen to work with them.

There are many financial products in the market, and choosing the ones that best meet your needs can be complicated. That’s where the associates at Capital Wealth Management can help.

Services

Invest
Investments can play a key role in any financial plan. For individuals, a mix of investment products, income and pension plans can help achieve short and long-term goals.
Insure
As much as we try to prepare for them, tragic events like death, disability or critical illness sometimes strike. When faced with such a situation, insurance can protect policy holders and their families from undue hardship.
Manage
Along with the protection offered through insurance and the goal setting provided by investment choices, money management strategies can help manage savings on a daily basis.

723 North Main Street Manteca, CA 95336

Dedicated Financial & Insurance Services Inc.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

Services

Financial Planning
Investments
Insurance
Medicare Insurance

400 E Kettleman Lane Suite 20 Lodi, CA 95240

Levy Daniel & McGee Wealth Management

We help build, manage, preserve and transition wealth for business owners, farmers, high net worth families and investors at or near retirement. We help build, manage, preserve and transition wealth for business owners, farmers, high net worth families and investors at or near retirement.

Our Vision
To be the Premier Multi-Generational Wealth Management Group in the Central Valley of California focused on serving business owners, farmers, high net worth families and investors at or near retirement.

Our Mission
Founded on trust, integrity and mutual respect, the Levy, Daniel & McGee Wealth Management Group seeks to achieve its vision by drawing upon the knowledge of its team members and the services of skilled tax and legal professionals.

Our focus is on providing fee-based financial advisory services. There are no commissions charged on advisory accounts. Instead, based upon the assets under management, an advisory fee is charged. Generally, the advice we provide is considered to be more objective since we are not influenced by commissions when using advisory accounts.

Services

Investment & Portfolio Management
Business Succession Planning
Corporate Retirement Plans
Family Partnerships
Charitable Planning
Access to Lending Services through our Affiliates
IRAs & IRA Rollovers
Estate & Elder Services
Education Funding
Trustee Services
Insurance Solutions

2111 W. Kettleman Lane, Ste. C, Lodi, California 95242

LifePath Wealth Advisors

Welcome, I’m Anthony (Tony) Apostolidis, a financial professional in Stockton, California and owner of LifePath Wealth Advisors. We serve a geographically diverse clientele and are licensed in many states. We understand that individuals face unique challenges as they embark upon their individual journey.

Through our planning process, we bring the future, into the present, so that it can be acted upon now. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.

Services

Financial Planning

Retirement Plans
Tax Strategies
401(k) Planning
403(b) Planning
College Plans
Estate Plans
Money Purchasing Plans
Profit Sharing Plans

Investments

Bonds
Common Stock
Educational IRA
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Brokerage Accounts
Treasury Bills
Government Securities
Treasury Notes
Variable Annuity

10100 Trinity Parkway Suite 430 Stockton, CA 95219

Office of Kathryn Duclo Inc.

We utilize cutting edge technology to provide a living financial plan. We will help organize and prioritize your financial goals to create a lifestyle of your choosing.

Allow us to do the heavy lifting of your financial life. We are wealth managers that also provide risk management. This combination and our process will help you see path to your goals.

An important decision in your financial life is aligning with a professional that can instill confidence in you. The right person is one who will be knowledgeable, flexible, unbiased and trustworthy.

At our firm, our founder, Kathryn Duclo, and her team have been serving individuals, farmers, and other business owners since 1997 with full service wealth management and risk management.

We partner with our clients to achieve lifelong planning from one generation to the next. We work with your team, which should include your CPA and Trust Attorney to achieve the goals you desire. Every plan is as personalized as are the clients we serve.

1565 Terracina Circle Manteca, CA 95336

Phillips Financial

As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to pursuing your dreams.

Phillips Financial was founded with the goal of assisting our clients in every aspect of their financial lives. By providing comprehensive personal care we seek to earn a reputation for excellence in our industry.

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

Services

COURTESY SERVICES
As your financial support team the staff of Phillips Financial is dedicated to assisting you with all functions and concerns relating to your financial needs..
ESTATE PLANNING
Estate planning is not just a matter of seeking to save dollars and minimize taxes.
FINANCIAL PLANNING
The pace and complexity of managing modern finances mat leave some people unprepared to pursue a successful financial future.
INSURANCE SERVICES
Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations.
RETIREMENT TRANSITIONING
Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.
STRATEGIC ASSET MANAGEMENT
A comprehensive investment strategy can help you pursue financial independence.

1920 Tienda Drive, Suite 202 Lodi, California, 95242

Scott R Marcus, CLU

Making people feel secure about their money is our highest priority. Our financial advisors will work with you to create a flexible financial plan designed to get you to your next goal. And the next.

Being a mutual company means we’ve been there for our clients since day one — and will continue to be — because we report to them, not Wall Street. Instead of having to worry about short-term gains, we take a long-term approach – both in the way we help people plan, and in the way we do business.

When people feel better about their money, good things happen – they become more confident and feel more secure. Taking away the everyday financial stress that most people experience (1 out of every 3, in fact), helps them breathe easier, sleep better, and feel happier.1 That’s why Northwestern Mutual exists. It’s why we do what we’ve been doing for the last 160 years.

Services

Financial Health

Budgeting and Debt Management – paying yourself first
Maintaining adequate emergency reserves
Target Saving 20-25% of gross income across varying time horizons and strategies

Risk Management

Life & Disability Income Insurance – protect your future earnings and economic value
Health, Home, Auto, Umbrella Insurance – review coverage to protect personal assets and net worth
Estate Planning (Wills, Beneficiary Designations, and Trusts) -protecting and transferring wealth

Wealth Management

Financial Goal Funding – making every dollar work
Creating an Investment Policy Statement
Asset Allocation designed to drive long-term performance

Retirement Income & Distribution

Optimize your assets to create predictable & tax-efficient income
Long Term Care Planning – help protect balance sheet from healthcare/long-term care costs

207 W. OAK ST. LODI, CA 95240

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 interests will be taken care of for years to come.

We understand that while the rewards of a solid business or career are reflected in your net worth, a more fitting measurement may be the amount of freedom it affords you to enjoy what matters most to you. Our team is committed to creating a wealth management plan to help you do just that.

We are committed to serving our clients beyond expectations. We want them to enjoy an unsurpassed experience, and know that we are committed to understanding the goals they have for their careers, their families and their future.

We make it our mission to forecast what the needs of our clients might be and help them plan for things they might not even be considering yet.

Services

FINANCIAL PLANNING
There’s much more to your life than simple transactions and returns. Similarly, there’s more to financial planning than just a portfolio and a retirement strategy.
ESTATE PLANNING
Whether it’s providing income for a spouse, educating children or grandchildren or leaving money to your favorite charity.
RETIREMENT PLANNING
Because people are living longer today, the possibility of going 30 years without a paycheck takes careful retirement planning and disciplined investing.

4633 Quail Lakes Drive Stockton, CA 95207

The Best Financial Advisors in Stockton

Let us help you find the best financial advisor for your needs.

We have listed the Top 10 Financial Advisor in each capital city based on our selection criteria

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