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Best Financial Advisors in Modesto

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Blom & Howell Financial Planning logo

Blom & Howell Financial Planning

3340 Tully Road, Modesto, CA 95350
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  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products

Blom & Howell Financial Planning serves the residents of Modesto and its neighboring communities. It helps its clients set financial goals and procure strategies that mitigate risks, overcome financial challenges, and ensure long-term financial stability. Its team of advisors assists in financial, insurance, college, Social Security, and retirement planning. It also does investment management. Its founder, Gary Blom, has over 22 years of experience in financial planning and is a member of the Modesto Rotary Club.

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Goldman Sachs Personal Financial Management logo

Goldman Sachs Personal Financial Management

1200 Scenic Drive, Modesto, CA 95350
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  • Certified Financial Planner (CFP)

Goldman Sachs Personal Financial Management is a national financial advisory firm that serves customers in the community of Modesto and surrounding areas. It handles specialized financial services, including tax and accounting services, budgeting, and legal services. It also offers investment management, retirement services, and wealth management and preservation. It has more than 240 financial advisors that create and design a tailored financial plan. With 100 offices throughout the country, Goldman Sachs Personal Financial Management extends its services in Seattle, Torrey Pines, and Bethesda Metro Center.

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Granite Wealth Management logo

Granite Wealth Management

4101 Tully Road, Modesto, CA 95356
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  • Estate Planning
  • Retirement Planning
  • Certified Financial Planner (CFP)

Granite Wealth Management is an advisory firm that serves the Modesto area. Its managing principal, Kent Crawford, holds designations as a CFP and AAMS. He helps clients know their financial status to handle market volatility and ensure long-term financial stability. Kent and the company's advisors provide personalized investment guidance and develop long-term plans tailored to the clients' financial goals. The goals may include purchasing a home, changing jobs, getting married, improving credit, or progressing a tax plan.

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Greg Crosby, CFP logo

Greg Crosby, CFP

1101 Sylvan Avenue, Modesto, CA 95350
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  • Certified Financial Planner (CFP)

Greg Crosby, CFP serves individuals and businesses from Modesto and Northern California. For 30 years, he has guided clients through the financial marketplace so they can reach their goals. As part of Crosby Capital Advisors, he takes on a personal approach to investment and asset growth, tax management, and estate creation and preservation strategies. Greg is a member of the Financial Planning Association. He has been recognized as among the FSC Securities Corporation’s top 100 advisors.

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Thorson Financial Estate Management, Inc. logo

Thorson Financial Estate Management, Inc.

1101 Standiford Avenue, Modesto, CA 95350
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  • Estate Planning
  • Retirement Planning
  • Insurance Products

Thorson Financial Estate Management, Inc., aims to help retirees in and around Modesto maintain their quality of life through the company's wide range of financial planning services. Some of the services being offered include succession planning, estate planning, income and investment planning, and Social Security strategy planning. The company's CEO, Thomas K. Thorson, is the current president of the Modesto chapter of the American Financial Education Alliance and has over 30 years of experience in providing retirement income strategies.

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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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