4 advisors with offices in Modesto. Credentials, fee structures, and minimums are disclosed on each listing.
Modesto, California
Defined Plan Advisors is a financial planning firm based in Modesto, California. The firm provides financial planning services to clients in the region. More details about specialties, credentials, and fee arrangements are available directly from the firm.
View detailsModesto, California
GnarledOak Financial, based in Modesto, California, provides estate planning, financial planning, and investment management services. Jacob Gunter holds the ChFC credential and FSS designation. The firm has a 4.5-star rating based on eight Google reviews.
View detailsModesto, California
Wirehouse
Merrill Lynch Wealth Management operates a Modesto office providing financial planning and investment management services. As a wirehouse firm, the office offers wealth management and investment management to clients in the region. The firm serves English-speaking clients and maintains a 3.7 customer rating.
View detailsModesto, California
United Capital Financial Advisors is located in Modesto, California and provides financial planning and investment management services. The firm specializes in retirement planning and investment management for its clients.
View detailsAdvisors serving Modesto specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (California's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.
Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.