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Financial Advisors in Modesto, CA

How to choose a financial advisor in Modesto

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

Ryan Wilson

Financial Advisor

VALIC FINANCIAL ADVISORS, INC.

Modesto, CA

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Jim Ventura

Financial Advisor

Transamerica Financial Advisors, Llc

Modesto, CA

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Scott Macdonald

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Modesto, CA

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Gary McKay

Financial Advisor

Farmers Financial Solutions, Llc

Modesto, CA

ProfileNo contact yet

Justin Grover

Financial Advisor

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Modesto, CA

ProfileNo contact yet

Vong Cha

Financial Advisor

Pfs Investments Inc.

Modesto, CA

ProfileNo contact yet
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