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Best Financial Advisors in Manteca

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2023
Laurels

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Alfred E Ruiz logo
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Alfred E Ruiz

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

Business Description

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
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
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Detail
BBMP Wealth Management and Insurance Services logo

BBMP Wealth Management and Insurance Services

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

Business Description

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.

Blackhawk Financial Advisors logo
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Blackhawk Financial Advisors

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

Business Description

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.
4.0
Responsiveness
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Crosby Capital Advisors logo
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Crosby Capital Advisors

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

Business Description

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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Del Monte Group logo
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Del Monte Group

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

Business Description

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.
4.6
Facebook
5.0 / 5 (3)

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
Kemper CPA Group LLP Livermore logo

License Verified:

License: 706793

Investment Adviser Public Disclosure Database, SEC

Kemper CPA Group LLP Livermore

2117 Fourth Street, Livermore, CA 94550
  • Tax Preparation

Business Description

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.
4.8
Facebook
4.7 / 5 (13)

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
Pring Turner logo
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Pring Turner

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

Business Description

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
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Detail
Saranap Wealth Advisors logo
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Saranap Wealth Advisors

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

Business Description

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
Facebook
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
Veraz Advisors logo
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License Verified:

License: 304619

Investment Adviser Public Disclosure Database, SEC

Veraz Advisors

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

Business Description

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
Facebook
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