Best Financial Advisors in Stockton

2021

We scored 78 Financial Advisors in Stockton, CA and Picked the Top 13

Here are the Picks:

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.

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.

Reputation: A

More Info

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)

Professionalism: A

More Info

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: --

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.

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Modesto, CA 95356

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(209) 545-8336 Website

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.

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Manteca, CA 95336

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(209) 823-1474 Website

Dedicated Financial & Insurance Services Inc. provides complimentary consultations to help potential clients navigate financial planning. The Lodi-based business offers financial planning, investments, insurance, and Medicare insurance advice and encourages its clients to learn all there is to know about financially providing for their futures. Its online resources section and client center provides financial calculators, access to governmental resources concerning Medicare, and informative videos for readers wanting to save, invest, and fund a lifestyle that they love as they age.

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Stockton, CA 95242

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(209) 625-8755 Website