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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. Thomas K. Thorson is the CEO and President of the firm. They specialize in working with retirees and preparing to retire by customizing your economic life in four primary sections. 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 firm provides expertise and knowledge to customize retirement income strategies with personalized legacy planning for retirees and pre-retirees. 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

Book Appointment

[email protected]

thorsonfinancial.com

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

TBR® Inspection Report:

GOLDMAN SACHS PERSONAL FINANCIAL MANAGEMENT

1200 Scenic Drive, Suite 111, Modesto, CA 95350 DIRECTIONS

Since 1996

Here’s The Deal:
Goldman Sachs Personal Financial Management is located in Modesto, California. Their team at GSPFM specializes in helping people live the life they want through a dedicated, experienced advisor who helps you through dynamic financial planning. Their firm has some of the most caring and knowledgeable advisors who can help you gain clarity, confidence, and control over your entire financial life. They provide personalized investments and other Goldman Sachs affords for your specific requirements. The financial plan you develop with your advisor serves to determine the overall risk and target allocation. Their unique investment proposals build a custom profile created just for you, evaluating taxes, performance, cost, and protection.

SPECIALTY:
Retirement Options, Annuity, Medicare Planning, Long-Term Care Insurance, Risk, Financial Life and Wealth Management, Tax Consulting & Investment Portfolios

[email protected]

goldmanpfm.com

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Mon-Fri: 8am - 5pm
Sat & Sun: Closed

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MERRILL LYNCH WEALTH MANAGEMENT

801 10th Street, Suite 1, Modesto, CA 95354 DIRECTIONS

Since 2014

Here’s The Deal:
Shaun Joseph has been a financial advisor in Merrill Lynch Wealth Management. The company focuses on assisting individuals transition into retirement, rolling over previous employer 401k plans. They concentrate on corporate assets, retirement assets, and high net worth individuals, including doctors and family health care practices. They work to help their clients to stay on track, regardless of what the markets are doing. They provide they can serve with you to develop a customized financial strategy designed to help you pursue what’s most important to their clients. Merrill Lynch Wealth Management can help them to build and document a personalized plan centered on your goals and focused on what you want to achieve.

SPECIALTY:
MERRILL LYNCH WEALTH MANAGEMENT - Education Funding Strategies, Disability and Long-Term Care Insurance, Succession Planning, Exchange Funds, Alternative Investments, Health Savings Account, Trust & Estate Services

[email protected]

fa.ml.com/california/mode...

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

TBR® Inspection Report: