Wealth Management in Lodi, CA

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List of Firms

Lodi, CA Wealth Management Firms

Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1806 W Kettleman Ln Suite C, Lodi, CA 95242, USA
Phone (209) 339-8147
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
4thGen Wealth Management
5 out of 5
Location 2111 W Kettleman Ln c, Lodi, CA 95242, USA
Phone (209) 263-0330
Scott Berner - Thrivent
Location 140 Hemlock Dr, Lodi, CA 95240, 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
Stephen Benjestorf - Raymond James
5 out of 5
Location 215 W Oak St, Lodi, CA 95240, USA
Phone (209) 625-8523
McCann Investment Management, LLC
Location 214 W Lockeford St Suite 9, Lodi, CA 95240, USA
Phone (209) 339-1825
SEC File# 801-62193
CRD# 175112
Location 1300 W Lodi Ave #A-20, Lodi, CA 95242, USA
Phone (916) 932-0158
Wealth Management in Lodi, CA

Where Wealth Management Advisors in Lodi, CA Serve

Lodi, CA is a vibrant city located in the heart of the San Joaquin Valley. Known for its abundance of vineyards, Lodi is home to some of California's most renowned wineries, including Michael David Winery and Klinker Brick Winery. The city is also home to several historical landmarks, such as the Lodi Arch, a towering structure that serves as the city's entrance. Lodi is a bustling hub of industry, with top employers including Lodi Memorial Hospital, the City of Lodi, and Lodi Unified School District. The city is conveniently located near several major highways, including Interstate 5 and State Route 99, making it easily accessible from anywhere in the region. Lodi is comprised of several unique neighborhoods, each with its own distinct character and charm. From the tree-lined streets of Downtown Lodi to the sprawling estates of Woodbridge, there is something for everyone in this vibrant city.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Lodi, CA would benefit from a bank in various ways. Firstly, a bank would provide them with a safe and secure place to deposit their money. With the high crime rate in Lodi, residents would appreciate the peace of mind that comes with knowing their money is safe. Additionally, a bank would offer financial services such as loans, mortgages, and credit cards to help residents achieve their financial goals. With Lodi being a predominantly agricultural community, farmers could take advantage of agricultural loans to expand their farms and increase their yields. Furthermore, a bank would provide convenient access to cash through ATMs, which would be especially helpful for those who live in rural areas and may not have easy access to other financial institutions. Overall, a bank would be a valuable resource for the residents of Lodi, offering them financial security and opportunities for growth.

Insurance Broker

Residents of Lodi, CA can greatly benefit from the services of an insurance broker. With its hot summers and cool winters, Lodi is a city that experiences a wide range of weather conditions, making it important for residents to have insurance coverage that is tailored to their specific needs. An insurance broker can help residents navigate the complex world of insurance policies, ensuring that they have coverage for everything from home and auto insurance to life and health insurance. Additionally, an insurance broker can help residents find policies that are affordable and provide the best possible coverage, taking into account factors such as their age, occupation, and lifestyle. With the help of an insurance broker, residents of Lodi can have peace of mind knowing that they are protected against the unexpected.

Retirement Planning

Residents of Lodi, CA could greatly benefit from the expertise of a retirement planner. With the city's growing population of retirees, a planner could help them navigate the complex world of retirement savings and investment options. Specifically, Lodi's unique agricultural industry presents a challenge for retirees who may have invested heavily in the stock market. A retirement planner could help these individuals diversify their portfolios and explore alternative investment options, such as agricultural commodities or real estate. Additionally, Lodi's proximity to major cities like Sacramento and San Francisco means that many retirees may have significant assets tied up in real estate. A planner could help them determine the best way to leverage these assets to ensure a comfortable retirement. Overall, a retirement planner could provide invaluable guidance and support to the residents of Lodi, helping them achieve their financial goals and enjoy their golden years to the fullest.

Financial Advisor

Residents of Lodi, CA can benefit from the guidance of a financial advisor in a variety of ways. With its thriving agricultural industry, many residents in Lodi have unique financial needs that require specialized attention. For example, a financial advisor can help farmers navigate the complexities of crop insurance, commodity markets, and land ownership. Additionally, the city's growing population of retirees may require assistance with retirement planning, estate planning, and managing their investments. A financial advisor can also help Lodi residents with budgeting and debt management, which can be especially important for families with children attending the highly rated Lodi Unified School District. Regardless of their specific financial situation, working with a financial advisor can help Lodi residents achieve their long-term financial goals and improve their overall financial health.

Mortgage Loan Officer

Residents of Lodi, CA would be greatly aided by a mortgage loan officer in a multitude of ways. Firstly, these professionals can assist with purchasing a home in Lodi, a city known for its rich agricultural history and thriving wine industry. With the help of a mortgage loan officer, residents can secure a loan that fits their financial needs and allows them to invest in the community they call home. Additionally, these experts can provide guidance on refinancing existing mortgages, which can help residents save money on their monthly payments or access equity in their homes. In a city where the cost of living is slightly higher than the national average, having a mortgage loan officer to turn to for financial advice can make all the difference.

Tax Services

Residents of Lodi, CA can benefit from the expertise of a tax advisor in several ways. For instance, a tax advisor can help individuals navigate the complex tax laws and regulations in the state of California, including Lodi. With a population of over 65,000 people, Lodi is home to many small business owners and self-employed individuals who may need assistance with tax planning, filing, and compliance. Additionally, a tax advisor can provide guidance on tax-saving strategies, such as deductions and credits, that are specific to Lodi's unique economic and social landscape. For example, residents of Lodi may be eligible for tax breaks related to the local wine industry, which is a significant contributor to the city's economy. Overall, a tax advisor can help Lodi residents optimize their tax situation and achieve financial stability.

Estate Planning Lawyer

Residents of Lodi, CA can benefit greatly from the services of an estate planning lawyer. With the city's growing population and diverse demographics, an estate planning lawyer can offer tailored solutions to address the unique needs of each client. For instance, Lodi is known for its vineyards and wineries, and an estate planning lawyer can help winegrowers and winery owners protect their assets and ensure smooth succession planning. Furthermore, an estate planning lawyer can assist seniors in Lodi with long-term care planning, including Medicaid eligibility, nursing home care, and estate tax planning. In addition, an estate planning lawyer can offer guidance on charitable giving, trust administration, and probate matters. With the help of an estate planning lawyer, residents of Lodi can have peace of mind knowing that their assets and legacy are protected.


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