Laurels

Best Financial Advisors in Modesto
2022

Blom & Howell Financial Planning

Blom & Howell Financial Planning

  • 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.

3340 Tully Road
Modesto, CA 95350

Website

Website

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:

5 / 5 ( Best)

Total Reviews:

3 (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+

Goldman Sachs Personal Financial Management

Goldman Sachs Personal Financial Management

  • 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.

1200 Scenic Drive
Modesto, CA 95350

Website

Website

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:

5 / 5 ( Best)

Total Reviews:

2 (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+

Granite Wealth Management

Granite Wealth Management

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

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.

4101 Tully Road
Modesto, CA 95356

Website

Website

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:

5 / 5 ( Best)

Total Reviews:

1 (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+

Greg Crosby, CFP

Greg Crosby, CFP

  • 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.

1101 Sylvan Avenue
Modesto, CA 95350

Website

Website

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

Thorson Financial Estate Management, Inc.

Thorson Financial Estate Management, Inc.

  • 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.

1101 Standiford Avenue
Modesto, CA 95350

Website

Website

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+

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