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Best Financial Advisors in Merced

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605 E Main Street, Turlock, CA 95380
Turlock, CA 95380
  • 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.

605 E Main Street, Turlock, CA 95380
Turlock, CA 95380

Website(209) 633-3101

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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 ( Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

478 E. Yosemite Ave. Suite A, Merced, CA 95340
Merced, CA 95340
  • Tax Planning
  • Retirement Planning
  • Wealth Management

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.

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

Website(209) 722-2794

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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:

4.7 / 5 ( Best)

Total Reviews:

13 (Better)

Score Consistency:

Consistent (Best)

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+

104 Park Ave, Suite 1, Merced, CA 95348
Merced, CA 95348
  • 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.

104 Park Ave, Suite 1, Merced, CA 95348
Merced, CA 95348

Website(209) 364-3380

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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: --

1101 Standiford Avenue Suite C2, Modesto, CA 95350
Modesto, CA 95350
  • 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.

1101 Standiford Avenue Suite C2, Modesto, CA 95350
Modesto, CA 95350

Website(209) 522-0250

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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 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

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+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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