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 78 52 13

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

Founded by Nick and A.J. Salvetti, the Salvetti Group Wealth Advisors has locations in Stockton and Sacramento. They believe that by forecasting the needs of their clients (and help them prepare for the unexpected), the Salvetti Group can provide peace of mind for their clients. With business owners, professionals, executives, and retirees as clients, the firm’s long list of services include asset allocation and management, estate, financial, retirement, college, and tax planning, insurance and annuities, cash flow and risk analysis, and liability management.

Stockton, CA 95207

Website

Willson & Company

Willson Financial Services have been offering financial advisory services to clients in Garden Grove for over 30 years. Led by certified financial planner Jeremy Willson and financial advisor Penny Van Der Meer, Willson Financial Services specializes in retirement planning, including investments and asset preservation, as well as income tax preparation and planning. Their website also offers resources to help potential clients learn more about investments, retirement, tax and cash and risk management.

Tracy, CA 95376

Website

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