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3 Best Financial Services in Modesto, CA

Expert recommended Top 3 Financial Services in Modesto, California. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

THORSON FINANCIAL ESTATE MANAGEMENT, INC.

1101 Standiford Avenue, Suite C2, Modesto, CA 95350 DIRECTIONS

Since 1986

Here’s The Deal:
Thorson Financial Estate Management, Inc. is a full-service financial firm that accommodates people to pursue their financial goals. They specialize in working with retirees and preparing to retire by customizing your economic life. The firm has experienced team members and knowledge to customize retirement income strategies with personalized legacy planning for retirees and pre-retirees. They offer an extensive range of products and services to individuals and business owners. They believe their teamwork approach adds a broader perspective to all they do and provides increased benefits to their clients. The company offers free monthly social security benefits classes. Contact them to book an appointment.

SPECIALTY:
Social Security Strategy, Long-Term Care Planning, Risk Management, Income Tax Reduction, Income and Investment Planning, Reduce Estate and Income Taxes, Business Owner Retirement & Succession Planning

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thorsonfinancial.com

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Mon-Fri: 9am - 5pm
Sat & Sun: Closed

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GARY M MARTIN

4230 Kiernan Avenue, Suite 145, Modesto, CA 95356 DIRECTIONS

Since 1984

Here’s The Deal:
Gary M Martin is a Licensed Financial Representative with Primerica serving Modesto and its surrounding areas. They are proud to have over 117,000 licensed representatives serving communities across North America. They have helped millions of people protect their families and save for the future. Their goal is to help their clients to reach their savings goals while providing the highest-quality client experience. They offer the best solutions to assist families in achieving their financial goals. Primerica helps solve its clients’ most critical financial needs at competitive prices.

SPECIALTY:
IRAs Traditional and Roth, 403(b) and 403(b)(7) Plans, College Savings, SEP and SIMPLE IRA Plans, Retirement Options, Annuity, Medicare Planning, Long-Term Care Insurance, Risk, Financial Life and Wealth Management, Tax Consulting & Investment Portfolios

License # 0A70097

primerica.com/garymmartin...

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Mon-Fri: 10am - 3pm
Sat: 9am -12pm
Sun: Closed

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LATTIG SCOTT WEALTH MANAGEMENT GROUP

832 12th Street, Suite 601, Modesto, CA 95354 DIRECTIONS

Since 2017

Here’s The Deal:
Lattig Scott Wealth Management Group is a partner with Raymond James. The firm delivers industry-leading support, client-focused service, and a premier financial services company's financial planning and investment resources. Their goal is to put strategies in place to diligently pursue your goals and look out for the financial well-being of you and your loved ones. We’ll take the time to work with the next generation of your family under your direction and ensure you are well-informed and knowledgeable about the choices. Their knowledgeable team can help guide you in exploring the possibilities. They can create, analyze and forecast various scenarios to outline a fair settlement that will help protect your interests and potentially keep costs low and reduce the time it takes to work through a divorce.

SPECIALTY:
Longevity, College, Retirement Planning, Estate & Asset Management

[email protected]

raymondjames.com/thelatti...

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