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Best Financial Advisors in Modesto

2024

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Modesto, CA
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

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.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Modesto, CA

Why choose this provider?

Need help contacting a Financial Advisor in Modesto? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

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

Why choose this provider?

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.

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
4.0
Yelp
4.0 / 5 (5)
Google
4.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What is the main service financial advisers in Modesto provide to their clients?

    Initially, financial advisers in Modesto were hired to manage investment portfolios and develop investment strategies based on their client's specific objectives. In recent years, this has expanded to assisting clients in managing short- to long-term financial matters, such as budgeting for specific objectives, developing tax strategies, and preparing a financial plan for higher education or retirement.

  • In Modesto, what are some ways you can maintain financial stability in times of high market volatility?

    Financial professionals in Modesto would advise you to resist kneejerk reactions to changing market conditions, such as rapidly rising cryptocurrencies or volatile stock prices. Instead, you can review your current investment portfolio and adjust it as needed, using market volatility as a guide on what portions of your portfolio could be improved, from the type of assets you invest to the return of investment timeline.

  • How much life insurance should you get in Modesto?

    The amount of life insurance you should get in Modesto should depend on your financial circumstances and goals. You should assess what you need to cover and what financial goals you want to achieve, such as paying for your family member's higher education, paying off mortgage debt, or covering estate taxes after your passing.

  • Why should you include charitable giving in your financial plan in Modesto?

    The main benefit of charitable giving in Modesto is the tax deductions. Charitable actions such as giving gifts to charity organizations or setting up charitable trusts grant you tax benefits such as income and gift tax reductions, reduced estate taxes owed at death, and lowered capital gains taxes.

  • In Modesto, what's included in a financial plan?

    Financial advisers in Modesto would evaluate a client's current resources and financial objectives and develop plans that include tax reduction strategies. In addition, they assist in creating plans for saving for goals such as higher education and cash flow-specific expenditure outlines. Some financial advisers continuously update financial plans after implementation, adjusting components to accommodate factors like inflation and changes in the client's lifestyle.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.