Best Financial Advisors in Stockton

4thGen Wealth Management caters to families, individuals, and organizations in Stockton. It offers an array of services and risk management solutions, including investment and portfolio management, insurance policies, education funding, and estate and elder services. It also provides assistance for rollover IRA, family partnerships, trustee services, charitable planning, and access to lending services through its affiliates. One of its wealth managers and executive members, Kenneth F. Levy, is a Certified Financial Planner, who has been in the industry since 1984.

Attentive Investment LLC provides financial and investment advice to clients in Stockton and the surrounding areas. It offers financial planning services, such as asset allocation strategies and investment recommendations tailored to its clients' objectives and risk tolerance. Furthermore, its advisors can help clients create a plan and manage their portfolios, including 401(k) and Roth IRA accounts, educational savings accounts, SEP retirement programs, and individual investment accounts. The company has been in operation for more than two decades.

Blakely Financial Services is a Stockton-based company that serves as a fiduciary in advisory relationships. It offers financial and investment planning, retirement planning, and tax preparation services. Additionally, it can assist with estate planning, risk management, and insurance planning. Clients can also track their overall financial development by accessing their financial accounts on the website at any time. Kurt Blakely, the firm's president with nearly 40 years of experience, works with Kate Keller, a certified financial planner who joined the team in 2016.

Larry D. Watts is the senior vice president of investments and branch manager at Stifel, Nicolaus & Company, Inc., which serves clients in Stockton. He offers a wide range of financial management services, including investment management, retirement planning, and risk management in the field of estate planning. Stifel has roughly 2,300 financial advisors and over 400 offices throughout the U.S. The St. Louis-based investment advisory firm was established in 1890, and it operates as a full-service securities brokerage as well.

Since 1983, Phillips Financial has been providing financial advice to individuals in Stockton. While specializing in retirement transitioning, it also offers insurance services, estate planning, financial planning, and strategic asset management. The firm offers courtesy assistance by offering notary services and designating a computer station for their clients' copying, printing, and scanning needs. Phillips Financial strives to reduce the company's ecological footprint by providing paper shredding services, scanning documents for virtual copies, and going paperless.

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.

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.