Find a Financial Advisor in Stockton, CA

 

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We did the hard work of finding trustworthy partners in Stockton, CA.

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We Only Work With The Best Stockton Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Stockton, CA


  • Financial Advisor Close to Stockton, CA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Stockton, CA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Stockton, CA

We evaluated over 13,000 RIA firms to bring you the best of the best Stockton financial advisors.
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How Retirement-Friendly is Stockton, CA?

  • Population: 309,228
  • % of Population 62 Years and Over: 15.3%
  • Average Home Value: $277,900
  • Average Monthly Housing Cost: $1,200
  • Average Household Income: $75,063
  • 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.)



The Top Financial Advisor Firms in Stockton, CA

 

ATTENTIVE INVESTMENT MANAGERS, INC.

Website

(209) 636-4931

5345 N. El Dorado St
Suite 5
Stockton, CA 95207

SEC#: 801-118680
Years in Business: 1 years

FINANCIAL DECISIONS, INC.

Website

(209) 957-7413

3555 Deer Park Drive
Suite 160
Stockton, CA 95219

SEC#: 801-61300
Years in Business: 19 years

THE RETIREMENT GROUP, LLC

Website

(310) 213-8534

704 West Walnut St.

Stockton, CA 95024

SEC#: 801-69578
Years in Business: 13 years

VERITY ASSET MANAGEMENT, INC.

Website

(209) 277-5008

8807 Thornton Road
Suite M
Stockton, CA 95209

SEC#: 801-66730
Years in Business: 15 years

VERITY ASSET MANAGEMENT, INC.

Website

(209) 277-5008

8807 Thornton Road
Suite M
Stockton, CA 95209

SEC#: 801-66730
Years in Business: 15 years

VERITY ASSET MANAGEMENT, INC.

Website

(209) 277-5008

8807 Thornton Road
Suite M
Stockton, CA 95209

SEC#: 801-66730
Years in Business: 15 years

LITMAN GREGORY ASSET MANAGEMENT, LLC

Website

(209) 472-9359

10100 Trinity Parkway
Suite 450
Stockton, CA 95219

SEC#: 801-50916
Years in Business: 25 years

20/20 CAPITAL MANAGEMENT, INC

Website

(209) 406-6247

4849 Nadotti Rd

Stockton, CA 95215

SEC#: 801-106924
Years in Business: 5 years

THE RETIREMENT GROUP, LLC

Website

(310) 213-8534

704 West Walnut St.

Stockton, CA 95024

SEC#: 801-69578
Years in Business: 13 years

 


Stockton, CA Financial Advisor FAQs

One of the most important questions to ask when selecting a financial advisor is how they are paid for their service.
A financial advisor can certainly be a valuable asset for someone who has a lot of money to invest.
The cost will depend on the type of product needed and the degree of service desired by the customer in areas such as creditor assistance and assistance during retirement years when managing decreasing income can be more challenging.
A financial advisor's job is to help you plan for your future needs and goals, taking all of your resources into account- including not only money but also education, children, insurance, investments etc.