Lodi, CA72 Financial Advisors near you

Where do you need the Financial Advisor?

Answer a few questions

Tell us what you need so we can bring you the right pros.

Get quotes

Receive quotes from pros who meet your needs.

Hire the right pro

Compare quotes, message pros, and hire when ready.

Lodi Financial Advisors

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

Top Pro
  • 8 years in business
  • 54 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!

Top Pro
  • 12 years in business
  • 24 hires on Thumbtack
  • Top Pro 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!

American National Insurance
5.0
from 3 reviews
  • 15 years in business
Laura L.
Verified review

Very experienced financial planner. I felt comfortable with Oscar from the beginning of the process and he even recommended that he review my current insurance information. Wow ! Great service , friendly atmosphere, knowledgeable and professional. I will highly recommend American national insurance company in Brentwood for any insurance to my family and friends !

Old Goat Capital, Inc.
4.5
from 2 reviews
    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.

    How Money Works
    5.0
    from 1 review
      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!

      Ashley S.
      Verified review

      Marcus took the initiative to update our accounting system and provide excellent bookkeeping services, as well as give feedback for future organization. He also provided efficient payroll and HR consulting. I would highly recommend his services.

      Rossi Financial Group
      5.0
      from 1 review
        Seth E.
        Verified review

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

        About

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

        About

        I offer accounting and business management consulting. My services include year-end activities, professional accounting, and business decision consulting. I have 20 years of experience in bringing business entities to the next level.

        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.

        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.

        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

        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

        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.

        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

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

        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

        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.

        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

        My mission is to foster long lasting relationships with individuals and small business owners who want to reach their financial goals. By taking a comprehensive approach using time tested methods my goal is to bring clarity to a world of complex financial concepts as well as a quality level of success to my clients’ portfolios. I specialize in creating solutions in the areas of wealth accumulation, protection as well as distribution with an emphasis in tax efficiency.

        About

        We are the largest Financial Services in the North America. Voted one of the top 50 most trustworthy Financial Services by Forbes Magazine. Rated A+ Superior by AM Best

        Hire skilled professionals for absolutely everything.