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Financial Advisors in Modesto, California (Stanislaus County)

Aegis Financial Advisory
60 miles from Modesto, CA
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Joseph Alfonso, BA, CFP, ChFC, EA, RICP
Aegis Financial Advisory is a Portland Oregon and San Francisco Bay Area Fee-Only financial planner specializing in retirement planning for pre-retiree couples. We are experts in Social Security and retirement ... See More

Garner Financial Management
61 miles from Modesto, CA
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Robert Garner, CMFC, CRPC
Garner Financial Management, Inc. was founded with one very important and underlying mission - to improve and enrich the quality of life for you and your family. We will work to develop an investment plan that focuses on ass... See More

Ford & Associates
61 miles from Modesto, CA

Ford & Associates is a RIA ( Registered Investment Advisor ) specializing in Fee Only comprehensive Financial Advice and Investment Counsel. We have been in this business for over 31 years and a RIA since 1982. We advise on all areas of Financial pla... See More

Highlights: Charitable Planning, Wealth Management, Investment Services, Investment Consulting, Fee Only, Women's Issues, Family Financial Planning, NAPFA Member, Income Tax Planning, Passive Investment Strategies, Retirement Distribution Plan, Independent Investment Advisor, IRA, 403B Plans, MBA, 401K Consulting, Sustainability, Stocks, Divorce Planning, Young Investors
HC Financial Advisors, Inc.
61 miles from Modesto, CA

Karla McAvoy, CFP, MBA
HC Financial Advisors, Inc. is a fee-only firm offering financial planning and investment management services to individuals and their families. We are based in Lafayette, California, and have been serving clients throughout t... See More

Wilson & Boucher Capital Management, LLC
62 miles from Modesto, CA

Wilson & Boucher is a wealth management firm that offers a highly personalized and customized approach to asset management. We are a comprehensive, fee-based, Registered Investment Advisor (RIA) that offers a full suite of wealth management services

Highlights: IRA, Retirement Planning, Certified Financial Planner, Investment Services, Fiduciary, Fee Only, MBA, Professional Wealth Management, College Planning, Young Investors, Family Financial Planning, Investment Policy Statements, Independent Investment Advisor, Wealth Management, Corporate Bonds, CFP ®, Comprehensive Financial Planning, International Financial Planning, 401K Consulting, Stocks
Meyers Wealth Management
64 miles from Modesto, CA
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Fee-only financial planning and investment advisory services. Comprehensive financial plans, asset management and by-the-hour services available. We have no minimum required asset level and are happy to provide as-needed and project-based advice.
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Highlights: Member Of NAPFA, Advisory And Investment Management, Financial Planning For Women, Index Funds, Independent Investment Advisor, Financial Planning, 401k Rollover, Fiduciary, 401K Consulting, Investment Advisory, Retirement Planning., Registered Investment Advisor, IRA, Family Financial Planning, Retirement Planning Advice And Services, Registered NAPFA Advisor, Charitable Planning, Income Tax Planning, Hourly Consultation, Comprehensive Financial Planning
Rugh Financial, LLC
64 miles from Modesto, CA
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Nicholas Rugh, BS, CRPC, MS
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Rugh Financial is an independent, fee-only, financial planning ... See More

Castellan Financial Advisors
64 miles from Modesto, CA
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Walter Romatowski, CFP, CMA, MBA
We offer "Fee-Only" Financial Advice and Investment Management to people from all walks of life. So, whether you are just starting out, in the midst of building for a brighter future, or seeking to preserve and enjo... See More

Lasecke Weil Wealth Advisory Group, LLC
64 miles from Modesto, CA

We focus specifically on those individuals whose financial situations require a high level of expertise, coordination and analytical sophistication; those who are serious about accumulating and preserving wealth. Our clients face mid-life financial p... See More

Highlights: Sustainability, Certified Financial Planner, CFP ®, Disability Income & Long Term Care Insurance, Fiduciary, Income Tax Planning, Comprehensive Financial Planning, NAPFA Member, Independent Investment Advisor, Fee Only, Special Needs Planning, IRA, Passive Investment Strategies, Socially Responsible Investments, Pension Plan Design & Management, Family Financial Planning, Charitable Planning, Investment Policy Statements, Investment Services, Retirement Distribution Plan
Beck Investment Management, LLC
64 miles from Modesto, CA

We are a registered investment adviser firm located in the Silicon Valley. We manage investment portfolios for individuals and families. We are an independent, fee-only, low-cost financial advisory firm. With over 29 years of investment expertise, an... See More

Highlights: Mutual Funds, Divorce Planning, Wealth Management, Fiduciary, Investment Consulting, Passive Investment Strategies, Comprehensive Financial Planning, ETFs, Corporate Bonds, Family Financial Planning, College Planning, Young Investors, IRA, Independent Investment Advisor, Retirement Planning, Investment Policy Statements, Sustainability, Women's Issues, Professional Wealth Management, Retirement Distribution Plan
Investor's Capital Management, LLC
65 miles from Modesto, CA
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Julie Schatz, CFP
We can help with the answers!
Our clients have been in your shoes. As a team of dedicated, fee-only financial advisors we have helped them achieve their goals. We have a passion for providing advice to help individuals and families... See More

Alison Van Dyke
65 miles from Modesto, CA
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Fee-only comprehensive financial planning for new parents and young families.

Highlights: Comprehensive Financial Planning, Middle Income, MBA, Women's Issues, Disability Income & Long Term Care Insurance, Estate Planning, Job Transition Coaching, Investment Consulting, College Planning, Debt Management, Family Financial Planning, Fee Only, Retirement Planning
Johnson Lyman Wealth Advisors
65 miles from Modesto, CA
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Steve Johnson, BA, CFP, MBA
Johnson Lyman Wealth Advisors is a fee-only, comprehensive financial planning firm and Registered Investment Adviser in Los Altos, California managing over $180 million for families, trusts, small businesses and not-for-pr... See More

Sullivan & Serwitz
65 miles from Modesto, CA

Robert Sullivan, BS, CFP
To serve the diverse needs of our clients we offer a variety of fee options: traditional assets under management as well as profit based. As a Multi-Family Office, all services are provided either in-house or through collabor... See More

Pennington Financial Group
65 miles from Modesto, CA

Daniel Leahy, CFP, CRTP
Pennington Financial Group is a fee-only independent Investment Advisory and Financial Planning firm. In addition to personal portfolio management, we specialize in tax planning, estate planning, and retirement planning. Our m... See More

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