Lodi, CA Financial Advisors and Resources



Financial Advisor Firms in Lodi, CA


VALLEY WEALTH STRATEGIES, LLC

Website

(888) 488-8480

404 W. Pine Street
Suite 6
Lodi, CA 95240

SEC#: 801-113081
Years in Business: 3 years

CENTER STREET ADVISORS, INC.

Website

(209) 625-8198

2331 Grenoble Drive

Lodi, CA 95242

SEC#: 801-80344
Years in Business: 6 years

LIFEPRO ASSET MANAGEMENT, LLC

Website

(888) 543-3776

2331 Grenoble Drive

Lodi, CA 95242

SEC#: 801-118422
Years in Business: 1 years


How Retirement-Friendly is Lodi, CA?

  • Population: 65,846
  • % of Population 62 Years and Over: 17.7%
  • Average Home Value: $334,000
  • Average Monthly Housing Cost: $1,257
  • Average Household Income: $79,353
  • California Total Tax Burden: 9.48% (10th Highest in U.S.)
  • California Property Tax: 2.64% (19th Lowest in U.S.)
  • California Individual Income Tax: 3.78% (4th Highest in U.S.)
  • California Sales and Excise Tax: 3.06% (17th Lowest in U.S.)


Lodi, CA Financial Advisor FAQs

Financial advisors provide advice on investments as well as guidance as it relates to life events such as schooling, retirement and general finances.
If you are not completely familiar with finances or investing, having a financial advisor is always recommended. A financial advisor will help you grow your money while also helping you set realistic goals.
There is a myriad of different arrangements, depending on the type of financial advisor, with most being paid in some combination of fees and commissions. The fee-only variety often gets a flat fee for advising clients on all their financial needs. In contrast, fee-based advisors may charge an annual or quarterly advisory fee plus they get to make money when they put them through investment products like mutual funds or stocks. The commission-only advisors are paid when they sell products that generate a commission. Some advisors receive a percentage of the assets managed--generally this averages around 1 percent but can vary widely according to the situation and each firm's policies.
You want to find someone who can employ a variety of strategies so you don't have to understand the entire industry.