Best Financial Advisors in Lodi, CA

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List of Firms

Lodi, CA Fiduciary Financial Advisors

SEC File# 801-47342
CRD# 13572
Location 1806 W Kettleman Ln, Lodi, CA 95242, USA
Phone (209) 476-8383
Scott Berner - Thrivent
Location 1300 W Lodi Ave 18 Suite A, Lodi, CA 95242, USA
Phone (209) 371-9362
Edward Jones
SEC File# 801-3297
CRD# 250
Location 2020 W Kettleman Ln a, Lodi, CA 95242, USA
Phone (209) 339-0843
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
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
Financial Advisors in Lodi, CA

Where Certified Financial Advisors in Lodi, CA Serve

Lodi, CA is a charming city located in San Joaquin County, known for its award-winning wineries and picturesque vineyards. The city boasts several landmarks, including the Lodi Arch, a towering structure that welcomes visitors to the downtown area. Lodi Lake Park is another popular destination, offering hiking trails, fishing, and boating opportunities. The top employers in the area include Lodi Unified School District, Adventist Health Lodi Memorial, and the City of Lodi. Major highways and streets in Lodi include Highway 99, Highway 12, and Kettleman Lane. The city is divided into several neighborhoods, including Lakewood, Parkwest, and Sunwest. With its rich history and vibrant community, Lodi is a wonderful place to call home.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Lodi, CA are serviced by banks in a variety of ways, but the most common include checking and savings accounts, loans, and credit cards. With the city's strong agricultural industry, many banks in Lodi also offer specialized services for farmers and agricultural businesses. In addition, Lodi is known for its thriving wine industry, so some banks may offer services tailored specifically to wineries and vineyards. Overall, the banks in Lodi are committed to serving the unique needs of the community and helping residents achieve their financial goals.

Insurance Broker

Residents of Lodi, CA can benefit from the services of an insurance broker in many ways. One of the most common ways is by helping them navigate the complex world of insurance policies and finding the best coverage for their needs. With the abundance of wineries and vineyards in Lodi, residents may require specialized insurance policies that cover their unique risks and liabilities. An insurance broker can help residents find policies that protect their businesses and properties from damages caused by natural disasters, pests, and other unforeseen events. Additionally, an insurance broker can assist residents in finding affordable health insurance plans that cover their medical needs and provide financial security in case of emergencies. Overall, an insurance broker can provide valuable guidance and support to Lodi residents, ensuring that they have the protection they need to live their lives with peace of mind.

Retirement Planning

Residents of Lodi, CA can benefit greatly from the guidance of a retirement planner. With its growing population of retirees, Lodi has unique needs that require a personalized approach. A retirement planner can help residents navigate the complexities of Social Security and Medicare, as well as provide advice on long-term care options and estate planning. Additionally, a retirement planner can help residents create a comprehensive retirement plan that takes into account their specific financial goals and needs. Whether it's creating a budget, maximizing retirement savings, or developing a tax-efficient withdrawal strategy, a retirement planner can provide the expertise and support needed to ensure a comfortable and secure retirement.

Wealth Management

Residents of Lodi, CA could benefit from a wealth manager in many ways. For example, a wealth manager could help them create a personalized financial plan that takes into account their unique circumstances and goals. This could include strategies for saving for retirement, paying off debt, and investing in the stock market. Additionally, a wealth manager could help Lodi residents navigate the complex tax laws that apply in California, which can be especially challenging for those who own businesses or have high net worths. For instance, they could help them take advantage of tax-saving strategies like charitable giving or setting up a trust. Overall, a wealth manager could provide valuable guidance and support to Lodi residents as they strive to achieve their financial objectives and build a secure future for themselves and their families.

Mortgage Loan Officer

Residents of Lodi, CA can benefit greatly from the expertise and assistance of a mortgage loan officer. For example, Lodi is a growing city with a diverse population, and a loan officer can help residents navigate the complex process of securing a mortgage for their dream home. They can also provide guidance on the various loan options available, such as FHA or VA loans, and help residents determine which one is best suited to their unique financial situation. Additionally, a loan officer can assist residents with the often-daunting task of filling out paperwork and gathering necessary documentation. Overall, a mortgage loan officer can be an invaluable resource for residents of Lodi, CA, helping them achieve their homeownership goals with confidence and ease.

Tax Services

Residents of Lodi, CA can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on how to maximize deductions and credits on tax returns. This is especially important for Lodi residents who own vineyards or wineries, as there are specific tax laws and incentives related to the agriculture industry in California. Additionally, a tax advisor can assist with tax planning and strategy, helping residents make informed decisions about investments and retirement savings. With the help of a knowledgeable tax advisor, Lodi residents can ensure they are taking advantage of all available tax benefits and minimizing their tax liability.

Estate Planning Lawyer

Residents of Lodi, CA can benefit greatly from the assistance of an estate planning lawyer. One of the most common ways an estate planning lawyer can help Lodi residents is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is especially important for those who have specific wishes or unique circumstances, such as owning a family farm or vineyard in the area. Additionally, an estate planning lawyer can help residents minimize estate taxes, protect assets from creditors, and provide for their loved ones in the event of incapacity. With the help of an estate planning lawyer, Lodi residents can have peace of mind knowing that their affairs are in order and their loved ones are taken care of.


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