Expertise.com

Best Financial Advisors in Manteca

2024

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls
Financial Advisors FAQs 〉

Providers

Last updated:

Website
929 N Central Ave Ste A, Tracy, CA 95376
  • Certified Financial Planner (CFP)

Why choose this provider?

Alfred E. Ruiz is an Ameriprise Financial private wealth advisor serving clients in Manteca. He helps individuals and families achieve their financial objectives through risk tolerance analysis, asset allocation, cash flow management, and estate and multi-generational planning. Ruiz also determines whether a 401(k) plan rollover matches clients' overall retirement savings strategy. He incorporates modern technology with Ameriprise Financial's more than 125 years of industry experience to offer financial advice and products, including insurance, annuities, and investments.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Yelp
5.0 / 5 (2)
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
777 N California Blvd STE 300, Walnut Creek, CA 94596
  • Estate Planning
  • Retirement Planning
  • Tax Planning

Why choose this provider?

Founded in 1998, Saranap Wealth Advisors serves Manteca. It offers planning assistance to help individuals and families build a financially secure future. Its process involves determining clients’ goals and recommending money-saving strategies to achieve them. It also advises people on investments and insurance to grow their wealth and protect them from financial risks. The firm’s financial planner, John F. Knolle, worked as a subadvisor for WisdomTree Investments, where he managed ETFs.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1101 Sylvan Avenue Ste. B-2, Modesto, CA 95350
  • Certified Financial Planner (CFP)

Why choose this provider?

Crosby Capital Advisors assist Manteca clients in making wise retirement decisions. Its advisors establish customers' goals for increasing and protecting income and wealth and devise tax-management strategies in order to maximize savings. The team also creates estate plans for clients to distribute their assets to beneficiaries and advises them on whether insurance products may protect their assets. Greg Crosby, a team member, has a CFP qualification and is a member of the Financial Planning Association. He also works as an investment advisor for FSC Securities Corporation.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
207 W. Oak St., Lodi, CA 95240
  • Estate Planning
  • Retirement Planning

Why choose this provider?

BBMP Wealth Management and Insurance Services serves clients in the Manteca metro and nearby areas. It offers a wide range of services, from financial and retirement planning to wealth and risk management solutions. It also develops investment strategies for products like money market funds, mutual funds, stocks, and treasury bills. Michael Bellotti, one of the firm's partners, has been in the industry since 2007 and has held leadership roles with Northwestern Mutual for over 10 years.

Website
2117 Fourth Street, Livermore, CA 94550
  • Tax Preparation

Why choose this provider?

Kemper CPA Group LLP Livermore is a financial services provider that serves individuals, families, and businesses from Manteca and the surrounding areas. Its staff of professionals holds designations such as Certified Financial Planner, Chartered Financial Analyst, and Certified Public Accountant. The company's advisory services include wealth management, healthcare consulting and management, and retirement planning. The team also performs accounting and auditing, bookkeeping, and business consulting. Kemper CPA Group has been featured on INSIDE Public Accounting and Accounting Today.

License Verified:

License: 706793

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.6
Facebook
4.8 / 5 (28)
Yelp
2.7 / 5 (3)
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2355 San Ramon Valley Blvd Suite 204, San Ramon, CA 94583
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Veraz Advisors has been serving clients in Manteca and its surrounding areas since 2011. It offers a wide range of financial and investment advisory services, from creating business plans and financial management to consultation and quarterly review. It also provides retirement income analysis, cash flow planning, and life insurance audit. The firm is led by Stephen Stanton, an insurance advisor and a certified college funding specialist, who has been working in the industry since 2003.

License Verified:

License: 304619

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
4115 Blackhawk Plaza Circle, Suite 100, Danville, CA 94506
  • Certified Financial Planner (CFP)

Why choose this provider?

Blackhawk Financial Advisors is an independent boutique firm serving the Manteca area. It offers various services for individuals, entrepreneurs, businesses, and corporations. These include investment, tax, and estate planning. Its team also crafts financial plans for clients looking to prepare for retirement. The financial professionals advise clients on matters concerning annuities, 401(k)s, and life insurance. Blackhawk Financial Advisors limits its clientele to less than 100, allowing its advisors to develop deep relationships with each family, individual, or business.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
1600 S. Main Street, #375, Walnut Creek, CA 94596
  • Retirement Planning

Why choose this provider?

Pring Turner assists Manteca residents in making investment decisions that will prepare them for their desired retirement lifestyle. Its advisors assist in the creation of personalized investment portfolios that include bonds and stocks. They address retirement planning issues such as how much money to save, when to take social security, and how to deal with tax implications. Martin J. Pring, the co-founder, wrote "Technical Analysis Explained," which is required reading for anyone wishing to obtain the CMT designation.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
75 Golden Meadow Lane, Alamo, CA 94507
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

Why choose this provider?

The Del Monte Group offers financial advice to individuals in the Manteca area. Its wealth management service provides a comprehensive plan that includes getting insurance, claiming social security, and setting up an estate to protect loved ones after the client's death. The company also helps manage investments and assists in planning for retirement with a sustainable income after leaving the workforce. Richard Del Monte, the firm's president, has been providing financial advice for more than 35 years.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (13)
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What types of specialized services do financial advisors offer to residents of Manteca?

    Financial advisors in Manteca can have many types of specialties, such as financial plan execution. These may also include expertise in executing financial plans, aiding clients in debt management, and creating investment portfolios. Moreover, these advisors extend their services to both individuals and businesses, providing assistance in financial management, future planning, and the pursuit of financial objectives.

  • How much money do Manteca residents need to work with a financial advisor?

    Manteca residents can work with a financial advisor regardless of their specific income level. However, certain types of services might require a minimum investment amount. For instance, some financial advisors may only accept clients with $100,000 or more to invest in order to manage their money. This, however, is not the case with robo-advisors.

  • What qualities should Manteca residents have to look for a financial advisor?

    Residents of Manteca, a city in San Joaquin County, must look for a financial advisor who can provide comprehensive financial planning services that cater to the specific needs of each client. Furthermore, the advisor must have a deep understanding of the local tax laws and regulations. In addition, the advisor must be able to provide guidance on retirement planning, investment strategies, and risk management, all while keeping up with the latest industry trends and developments.

  • Do financial advisors need to be licensed and registered in Manteca and the state of California?

    Financial advisors in California, including those practicing in Manteca, must comply with state regulations, which require them to obtain licenses and be registered. They have two options: either they can register as an independent investment adviser firm or choose to become registered as an investment adviser representative with an already established firm that serves the residents of California.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.