Best Financial Advisors in Lodi, CA

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List of Firms

Lodi, CA Fiduciary Financial Advisors

Edward Jones
SEC File# 801-3297
CRD# 250
Location 2020 W Kettleman Ln a, Lodi, CA 95242, USA
Phone (209) 339-0843
Cetera Advisor Networks LLC
Location 1806 W Kettleman Ln, Lodi, CA 95242, USA
Phone (209) 476-8383
Dedicated Financial & Insurance Services
Location 431 S Ham Ln Suite B, Lodi, CA 95242, USA
Phone (209) 625-8755
Sam Bellestri - Raymond James

5 out of 5

Location 135 N Church St Ste 1, Lodi, CA 95240, USA
Phone (209) 333-4500
Scott Berner - Thrivent
Location 1300 W Lodi Ave 18 Suite A, Lodi, CA 95242, USA
Phone (209) 371-9362
PHILLIPS FINANCIAL - The Lodi Area Retirement Specialist

1 out of 5

Location 1920 Tienda Dr Ste 202, Lodi, CA 95242, USA
Phone (209) 367-0868
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About Lodi, CA

Lodi, CA is a city located in San Joaquin County, California. It is home to the Lodi Grape Festival, which is held annually in September. The city's top employers are the Lodi Unified School District, the County of San Joaquin, and Lodi Memorial Hospital. Major highways and streets in Lodi include State Route 12 and Lockeford Street. The city's neighborhoods include Woodbridge Park, Country Club Estates, and Vineyard Estates.

Where Certified Financial Advisors in Lodi, CA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are an important part of any community, and Lodi, CA is no exception. Banks provide a wide variety of services to their customers, which helps keep the community strong. Some of the services banks provide include: - Checking and savings accounts - Loans for cars, homes, and businesses - Credit cards - Investment advice Banks are a vital part of the infrastructure in any community, and Lodi is lucky to have so many banks to choose from.

Insurance Broker

Lodi, CA residents can benefit from the services of insurance brokers. These professionals can help people find the right insurance policies for their needs and budgets. In addition, insurance brokers can assist people with filing claims and resolving any issues that may arise with their insurance policies.

Retirement Planning

Lodi, CA residents can benefit from working with a financial advisor when it comes to retirement planning. Financial advisors have the expertise and knowledge to help individuals create a plan that will best suit their needs. They can provide guidance on how much money to save each month, what type of investments to make, and when to start withdrawing funds from retirement accounts. In addition, they can help retirees stay on track with their budget and avoid common mistakes that can lead to financial trouble in later years.

Wealth Management

Lodi, CA residents can benefit from wealth management services in order to make the most of their money. Wealth management is a process that helps individuals and families manage their finances in a more efficient way. This can include organizing and tracking investments, insurance policies, retirement accounts, and other assets. Wealth management can also help reduce taxes and plan for future expenses. By working with a wealth manager, Lodi residents can ensure that they are making the most of their money and preparing for the future.

Estate Planning Lawyer

Estate planning lawyers can help Lodi, CA residents in a number of ways. Perhaps most importantly, they can help people create wills and trusts. This is important for two reasons. First, it ensures that your property goes to the right people after you die. Second, it can help you avoid probate, which can be a long and expensive process.

Mortgage Loan Officer

Mortgage loan officers in Lodi, CA can help residents get the best mortgage rates and terms for their needs. By working with a loan officer, residents can rest assured that they are getting the best possible deal on their mortgage. Loan officers have access to a variety of lenders, and can help find the right one for each individual's needs. They can also help residents understand the mortgage process, and walk them through every step so there are no surprises.

Tax Services

Tax accountants can help Lodi, CA residents save money on their taxes. By filing their taxes correctly, tax accountants can help residents take advantage of all the tax deductions and credits available to them. This can save residents a lot of money on their taxes each year. Tax accountants can also help residents plan for their future taxes, so they know how much they will need to pay each year.


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