Best Financial Advisors in Merced

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.

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.

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.

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.