A financial planner in Modesto, CA

Find a financial planner near Modesto, CA

100+ near you

Find a financial planner near Modesto, CA

100+ near you

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Top 10 Financial Planners near Modesto, CA

10. Independence Planning Group
from 2 reviews
5.0 (2)
  • Serves Modesto, CA
"What if you could work with a professional who took a completely different approach to money management? Who used revolutionary web technology to help you with budgeting, protecting what’s important, and achieving financial balance? What would that mean to you, your family, your business? Independence Planning Group (IPG) is a full service financial firm that provides wealth management, investment, and insurance solutions. We specialize in taking a big picture planning approach with our clients, ultimately helping them to set goals and create strategies to work towards efficiently achieving them. We help Individuals, families, and business owners to create and protect wealth over time and to diversify how and where they are saving; whether it be for short term or long term goals. Something unique about our firm is that we offer a complimentary planning tool called The Living Balance Sheet. This helps those that we work with to stay structured and organized with their finances and to ensure that each dollar is being put to its highest and best use. A list of our services are listed but not limited to: - Cash Flow Management - 401(k) management - Roth IRA's and IRA's - Brokerage Investment Accounts - Life and Disability Insurance - Wealth Management - Wealth Creation Account We offer complimentary reviews so be sure to reach out to schedule yours today with trusted advisor, Thomas Passante."
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