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Stockton Financial Planners

Browse these financial planners with great ratings from Thumbtack customers in Stockton.

  • 10 years in business
  • 24 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.

  • 5 years in business
Adina D.
Verified review

Leslie is very caring , knowledgeable and compassionate. I received great insights from her and I appreciate her expertise.

Elite Financial
5.0
from 2 reviews
  • 1 hire on Thumbtack
Suryaa R.
Verified review

Tej is very knowledgable and patient. He explains everything in easy to follow terms and helped us make the right decisions. His willingness to schedule appointments beyond the regular 9-5 hours made working with him even more productive!

Michael Crisostomo
5.0
from 2 reviews
  • 2 hires on Thumbtack
Mary T.
Verified review

OMG! Michael met all my expectations. We met to review and streamline my bookkeeping processes in Quicken for my doTERRA essential oil business. He helped me pinpoint my incorrect postings with regard to a personal loan. Initially, I was afraid my small business questions were out of his league of large business accounting background. But, Michael kindly overviewed accounting procedures with me that had left my memory of learning years ago. All his knowledge he shared with me will help me move forward to generate proper financial statements throughout the year and ease of tax return preparation next year. The only thing I could have asked for was more time with Michael. However, he confirmed he will be available to consult as questions arise in the future. Thank you sooo much, Michael!

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.

    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.

      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.

      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

      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

      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

      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

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

      • 6 years in business
      About

      I deliver where others can't and provide seamless service to the client.

      About

      I help people solve their financial issues, such as budgeting, retirement, college, and investment planning to reach their financial goals. Checkout my website! I am your friendly and professional financial advisor.

      About

      Specializing in wealth management, 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 take great pride in creating valuable relationships built on courtesy, respect and trust with those I come into contact with.

      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

      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

      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.

      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 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.

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