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Best Financial Advisors in Turlock

2024

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

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

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

Turlock, CA

Why choose this provider?

Need help contacting a Financial Advisor in Turlock? 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
1101 Sylvan Avenue Ste. B-2,, Modesto, CA 95350
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Crosby Capital Advisors helps professionals, small business owners, and individuals in Turlock and neighboring communities achieve financial security. Its team of advisors guides clients in creating plans that achieve their objectives. They offer wealth management, retirement planning, and college financial planning services. They can also assist clients with bonds, stocks, and mutual funds. One of the firm's financial advisors, Greg Crosby, is a Certified Financial Planner and a Financial Planning Association member. He is also licensed to offer life and health insurance.

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 Suite 301, Modesto, CA 95356
  • Retirement Planning

Why choose this provider?

Granite Wealth Management serves families and businesses in Turlock and nearby areas. It assists individuals in revisiting their savings and spending plans to cover college loans, credit scores, and home purchases. It offers retirement planning and estate planning services for seniors, covering taxes, long-term care, and retirement income. The firm also assists with 401Ks and divorce planning. Granite Wealth Management's managing principal, Kent W. Crawford, is an LPL financial planner and a CFP who has been in the industry since 1988.

License Verified:

License: 1721699

Investment Adviser Public Disclosure Database, SEC

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
Facebook
5.0 / 5 (5)

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
605 E Main Street, Turlock, CA 95380
  • Certified Financial Planner (CFP)

Why choose this provider?

Integral Wealth Management guides Turlock-based clients with their financial goals. Its team offers financial planning, investment management, tax planning, and estate planning services focused on helping them achieve their financial objectives. Its advisors work with clients in analyzing their current financial condition before creating a plan that meets their needs. They also illustrate how changes in inflation, investment returns, or expenses impact their financial status. The firm's founder, Jodi Karambela, is a Certified Financial Planner. She has more than 20 years of industry experience.

Website
117 E Main St, Ripon, CA 95366
  • Retirement Planning
  • Tax Planning

Why choose this provider?

Way Financial helps individuals in Turlock and nearby areas plan for their financial future. The firm provides clients with retirement income planning, estate planning, advanced tax planning, and life insurance planning services. It also offers wealth management solutions that meet clients' financial needs. Its advisors utilize a money management strategy that allows careful monitoring of the clients' assets. The company's CEO, Joseph D. Laswell, has more than 20 years of experience helping people achieve financial security.

Website
2712 Marlboro Place, Modesto, CA 95355
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Luminary Financial Planning is an advisory firm that caters to the residents of Turlock and the surrounding areas. Its main focus is to assist women and their families in gaining financial control and clarity. The firm's advisors help clients grow, manage, and protect their wealth, as well as distribute their legacy through a collaborative, co-creative, and constructive financial planning approach. Founder Nicole Seghetti is a CFP who began her career in the financial industry in 2003.

Website
3340 Tully Rd., Ste. B4, Modesto, CA 95350
  • Insurance Products
  • Certified Financial Planner (CFP)

Why choose this provider?

Blom & Howell is a financial advisory firm that serves Turlock-based families and business owners. Its services include investment management, retirement planning, social security planning, and college planning. Its advisors help clients plan for their future to achieve financial confidence and security. They also cater to clients' insurance needs. The team guides them throughout the process with education, focusing on helping them make informed financial decisions. The firm's co-owner, Michael Howell, is a Certified Financial Planner.

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
Google
5.0 / 5 (3)

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 are some tax credits or deductions that small business owners in Turlock can take advantage of?

    Small business owners in Turlock can benefit from the federal tax credit for expenses related to providing access to persons with disabilities. Additionally, state tax credits, such as the California competes tax credit, new employment credit, and California research credit, are available for businesses looking to expand or relocate. Small businesses can also benefit from the Section 179 deduction, the standard deduction for single taxpayers. It is advisable to consult a financial advisor to ensure compliance and maximize savings.

  • How can a financial advisor helps you with retirement planning in Turlock?

    A financial advisor in Turlock can help assess your retirement goals, devise a savings strategy, manage investments, optimize retirement income, and offer guidance on related financial matters. By collaborating with an advisor, you can create a personalized and comprehensive retirement plan that aligns with your unique financial situation and aspirations. Additionally, a financial advisor can periodically review and adjust your retirement plan to accommodate any changes in your life circumstances or financial goals, ensuring that your retirement remains on track.

  • What are the key industries for investors to consider in Turlock?

    Key industries for investors to consider in Turlock include agriculture and food processing, which are directly linked to the area's major food processors and almond production. Investing in agriculture-related businesses or food processing companies could be advantageous. Additionally, real estate presents opportunities for investors, with steady population growth and positive trends in the market. Considering investments in rental properties, house flipping, or commercial real estate may be worthwhile in Turlock.

  • What documents are typically required to apply for a mortgage in Turlock?

    When applying for a mortgage in Turlock, you'll need several documents, like government ID, W-2 forms, tax returns, pay stubs, and bank statements. You may also be asked to submit proof of other income and debt or expense lists. Being prepared with these documents can expedite the process and enhance approval chances. Note that requirements may vary with the lender and mortgage type. You may ask your financial advisor to help with the mortgage process.

  • How can you check if a financial advisor in Turlock is licensed or registered?

    To check if a financial advisor in Turlock is licensed or registered, visit the California Department of Financial Protection and Innovation (DFPI) website, use the "Investment Adviser Search" feature, and enter the advisor's name or CRD/SEC file number. The search results will indicate their licensing or registration status. Additionally, you can check the City of Turlock's Business License Search for further information about their business license status.

  • 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.