Lodi, CA
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Lodi Financial Advisors

Browse these financial services with great ratings from Thumbtack customers in Lodi.

Top Pro
  • 8 years in business
  • 49 hires on Thumbtack
  • Top pro on Thumbtack
Christie C.
Verified review

Genevieve and her staff are very professional and personable. Highly qualified go-getters that made me instantly feel comfortable handing them my books. Prompt relies to requests, pro-active advice and even optional podcasts and webinars in related areas of financial responsibility. I am a new client, but will be a long-term client!

  • 12 years in business
  • 23 hires on Thumbtack
Kelly F.
Verified review

Garrick has been our financial advisor and tax consultant for years and has always given us sound advice. He's an honest and down-to-earth, nice guy. You can't go wrong! He works with the whole family - mother, sister, daughter and friends. Everyone I refer comes back to thank me for the referral!

  • 10 years in business
  • 23 hires on Thumbtack
Shirley B.
Verified review

Michael, does not come off intimidating and self-important as some Financial Planners and Tax Specialists can. He is very down to earth and explains the "why" in his recommendations. I chose him from an office of 10 Financial Planners, because of his easy communication style, his fast responses to my emails, keeping you informed to the changing market place and really for his overall personality. I like to work with people, I would also enjoy socializing with and Michael is that kind of person. What would make Michael better? I can't think of anything right now.

Advanced Business Services
5.0
from 2 reviews
  • 13 years in business
  • New on Thumbtack
Cheryl S.
Verified review

LeeAnn has been managing our AR/PR and all financial reporting (and audits!) for the last year, and we are so fortunate to have her! She walked into a mess over here and had us all straightened out before the end of her first week. She is professional, reliable, knowledgeable and very easy to work with. I would recommend LeeAnn to any organization, large or small.

Old Goat Capital, Inc.
4.5
from 2 reviews
  • New on Thumbtack
Chris J.
Verified review

Trent is an outstanding financial modeler. He is passionate about providing a quality financial reports that help guide our business. Highly reccomended.

  • New on Thumbtack
Colbie M.
Verified review

Randy, Caleb, and the whole team at RLJ are exceptional. Very helpful and informative.

Rossi Financial Group
5.0
from 1 review
  • New on Thumbtack
Seth E.
Verified review

Paul reviewed my investment portfolio. He is a CFA and a great Financial Advisor.

How Money Works
5.0
from 1 review
  • New on Thumbtack
Raymond R.
Verified review

Stephen was very knowledgeable and friendly. We learned a few things we didnt know and he helped us with our financial plan for the future. Highly recommended!

  • New on Thumbtack
About

I customize people's financial systems so they have a joyful experience managing their finances!

About

Over the past 20 years, I have developed expertise in all aspects of accounting and financial management. I specialize in streamlining existing operations and have a proven ability to manage multiple tasks efficiently while meeting tight deadlines. I'm qualified to develop and implement strategic plans to assist in company growth. My core strengths include the following: * Credit Analysis * Monthly Account Reconciliations * Accounts Payable (A/P) * Check Runs * Accounts Receivable (A/R) * Collections * Internal Controls * Training and Development

About

The ultimate goal of our work is to make straightforward and implementable what has become complex and confusing to many individual investors and many financial advisers, namely, the construction of a broadly diversified investment portfolio. We work not just with any portfolio, but a strategical portfolio that reduces risk and increases returns. We will simplify investing and put you on your way.

  • 29 years in business
  • New on Thumbtack
About

We are an independent financial planning and asset management firm. This allows us to be completely objective in helping our clients meet their financial goals, which is not always the case with many of the larger financial institutions. We provide timely and attentive client services as well as a secure client site to view your planning and accounts in real time.

About

Serving Pleasanton, CA, and the outlying areas, Robert C. Meyer of Investment Wealth Solutions is offering the following services, but are not limited to: investments, retirement planning, and estate taxes.

  • 13 years in business
  • New on Thumbtack
About

We provide fee-only personalized services to those who wish to bring order into their financial household. We conduct a face to face interview to help you assess your financial situation and hand-hold you to the next steps needed to find your dreams and pursue them. When you allow Sierra Pacific Advisors to work with you to simplify your life and alleviate the burden of your day-to-day wealth management, you are free to focus on your most important endeavors and pursue the joys of your life.

About

Bevan Bevan and Associates has a strong reputation as a leader in providing innovative solutions to individual's financial planning needs. Our reputation was achieved through our commitment to excellence at every point of contact. It begins with a dedication to you, to listen, to advise and to build a relationship. It is an ongoing process.

  • 3 years in business
  • New on Thumbtack
About

At Exertus Financial Partners, fulfilling life is what we strive to accomplish on a day-to-day basis. This means helping our advisors and clients to enjoy and improve lifestyle at its very best. It's about shifting the wealth equation, helping assets grow, managing risks, and achieving financial independency. As a world-class organization, Exertus Financial Partners offers very competitive broad spectrum of insurance and retirement products. We believe in offering a personalized approach and customized solutions tailored to each client's individual needs. We're here to help customers put the future ahead with the financial planning of our advisors.

  • New on Thumbtack
About

Serving San Ramon, CA, and the outlying areas, Michael Tomren is offering the following services, but not limited to: wealth management, financial planner, retirement planner, financial advisor and estate planner to help clients reach their financial goals.

About

David specializes in helping successful professionals and business owners review their current tax and investment situations to plan for retirement and help efficiently transfer their assets to their children, grandchildren and charitable beneficiaries.

  • New on Thumbtack
About

Capstone Financial Group has been helping individuals and businesses in the region meet their financial goals since 1989.

  • 17 years in business
  • New on Thumbtack
About

I enjoy working with individual, families and business owner to help them identify their needs and goals. From there we can build a plan that helps them take care of their needs and reach their goals.

About

I am a local expert that specializes in helping people with their insurance/financial svc needs. I believe that it is essential to put the client's needs first and find the right solution for everyone's particular situation. Because I feel it is important to stay current with the latest techniques to help my clients, I participate in regular forums about proven, state-of-the-art methods to bring clients the best results. Being active in the community has given me a unique understanding of what works… and what doesn't, for people here in Sacramento,California. My clients can get instant updates on tax savings ideas anyone can use You will know things before even your financial advisor does! Be able to protect yourself and your family from bankers and advisors that hope you are uninformed You’ll be the one person in your group of friends and neighbors that really knows what’s going on

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