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Laurels

Best Financial Advisors in Merced
2022

We scored 22 Financial Advisors in Merced, CA and Picked the Top 4

Here are the Picks:

Integral Wealth Management

Kemper CPA Group LLP

Thiesen Dueker Financial Consulting Group

Thorson Financial Estate Management, Inc.

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Merced Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 22 14 4

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Integral Wealth Management

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Finance Planning

Turlock-based Integral Wealth Management serves clients in Merced. It offers comprehensive financial guidance in the areas of financial planning, investment management, estate planning, and tax planning. Its financial planning services consider client goals, investment returns, expenses, and inflation changes in the creation and continual management of plans. Through its guidance, it also helps clients in making informed financial decisions. Founder and president Jodi Karambela is a Certified Financial Planner with over 20 years of experience in the investment industry.

Click to Call

605 E Main Street
Turlock, CA 95380

Website

(209) 633-3101 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

4.2 / 5 (Better)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

Kemper CPA Group LLP

  • Wealth Management
  • Retirement Planning
  • Tax Planning

Kemper CPA Group LLP offers financial advising services to clients in Merced and surrounding areas. It has different kinds of advisory services, such as business valuation and forensic accounting, healthcare consulting and management, retirement planning, talent acquisition, and virtual CFO. It also assists clients in accounting and auditing, bookkeeping, and business consulting. In addition, the business helps clients in creating valuable tax planning strategies and guides them in understanding the tax code. This company was established by Morris Kemper over 60 years ago in Mt. Carmel.

Click to Call

478 E. Yosemite Ave. Suite A
Merced, CA 95340

Website

(209) 722-2794 Website

Reputation:A

More Info

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.

Online Profiles:

2 (Better)

Average Review Score:

4.5 / 5 (Best)

Total Reviews:

8 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Thiesen Dueker Financial Consulting Group

  • Certified Financial Planner (CFP)

Thiesen Dueker Financial Consulting Group serves the Merced metro and the surrounding areas. It provides individuals with financial and education planning services along with tools to help them access and monitor their strategies. It also helps clients address personal and corporate liability related to retirement plans. In addition, it offers risk management solutions such as life, disability, and long-term care insurance policies. Founders Jeff Thiesen and Lance Dueker previously worked as consultants in Wall Street firms prior to opening their company.

Click to Call

104 Park Ave, Suite 1
Merced, CA 95348

Website

(209) 364-3380 Website

Professionalism: A

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Thorson Financial Estate Management, Inc.

  • Certified Financial Planner (CFP)

Established in 1995, Thorson Financial Estate Management, Inc., assists retirees in Merced and the surrounding locations. Its team of financial advisors offers investment management, estate planning, and long-term care risk management solutions for people undergoing or preparing for retirement. They also help clients protect their businesses through succession planning. Company CEO Thomas Thorson is the president of the American Financial Education Alliance's Modesto Chapter. The Chartered Financial Consultant and Master Registered Financial Consultant has conducted more than 300 seminars for retirees and pre-retirees.

Click to Call

1101 Standiford Avenue Suite C2
Modesto, CA 95350

Website

(209) 522-0250 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 (Better)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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