Laurels

Best Financial Advisors in Stockton
2021

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Stockton Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 80 54 15

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Azevedo Inevstment Corp.

Modesto-based Azevedo Investment Corp is led by husband and wife duo Sherry and Raymond Azevedo. Together, they have over 30 years of collective experience working with clients to plan a better future for themselves and their families. Services provided by the duo include insurance, retirement planning, financial management, asset allocation, business succession planning, and charitable giving. Azevedo Investment Corp.’s philosophy is simple: getting to know clients so the duo can give the best advice possible when it comes to saving, investing, and donating.

Modesto, CA 95356

Website

Capital Wealth Management

Capital Wealth Management, a financial investment firm located in Manteca, is part of the Cetera Financial Group’s Cetera Advisor Networks. Capital Wealth Management specializes in three areas: investments, insurance, and finance management. Their clients include individuals seeking savings or retirement planning advice to helping new business owners plan for start-up expenses. By getting to know their clients personally, Capital Wealth Management’s advisors help plan for clients’ needs, wants, and long-term goals. Additionally, their website has a wealth of information about estates and tax resources.

Manteca, CA 95336

Website

The Salvetti Group

  • Estate Planning
  • Retirement Planning

The Salvetti Group is a financial advisory firm serving different clients, including business owners, retirees, pre-retirees, executives, and professionals in Stockton. It helps clients achieve their financial goals and prepare for retirement. Its financial advisors provide cash flow and debt management and plan taxes, insurance coverages, and estates. In addition, they assist in investing in domestic and global stocks, fixed-income securities, and real estate. The Salvetti Group is led by siblings Nick and A.J. Salvetti, who have attained the Certified Financial Planner designation.

4633 Quail Lakes Drive
Stockton, CA 95207

Website

Willson & Company

  • Tax Planning

With more than 30 years of experience, Wilson & Company provides financial planning to individuals and businesses in Stockton. The company offers financial investments and asset preservation including retirement planning, college savings plans, short and long-term investing, fixed annuities, and long-term care insurance and job cost. It also provides income tax preparation and planning services. One of the firm's associates, Jeremy Wilson, was certified by the California Tax Education Council to prepare taxes in California.

612 West 11th Street
Tracy, CA 95376

Website

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