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BEST RATED MODESTO, CA FINANCIAL SERVICES

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!

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GNARLEDOAK FINANCIAL

(4.8 Score)
1101 Standiford Avenue, Suite C2,
Modesto, CA 95350 Directions

Since 2025

Specialty:

✓Social Security Strategy Planning ✓Income and Investment Planning ✓Reduce Estate and Income Taxes ✓Long-Term Care Planning ✓Income Tax Reduction Ideas ✓Business Owner Retirement and Succession Planning

“2026 Highlights: GnarledOak Financial helps you reach your financial goals so you can take care of the rest. They believe in a team-based, relationship-driven approach that provides greater perspective and support. Jacob Gunder is the CEO and Financial Advisor of GnarledOak Financial. He has over two decades of experience in the financial services industry. He holds LUTCF, FSS®, BFA™, and ChFC® credentials. They can help you maintain your standard of living during retirement and seamlessly leave your resources behind to the people and organizations you care about the most. You can schedule a consultation by contacting them online and by phone today.”

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License #0G26335

Contact:

(209) 522-0250

Mon-Thu: 9am - 5pm
Fri: 9am - 1pm
Sat & Sun: By Appointment

TBR® Inspection Report:

Morgan Stanley - Modesto, CA Financial Services - Portrait
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MORGAN STANLEY

(4.8 Score)
1020 10th Street, 2nd Floor,
Modesto, CA 95354 Directions

Since 1935

Specialty:

✓Retirement Planning ✓Saving for College ✓Maintaining Cash Flow ✓Long-term Care Insurance ✓Traditional Investments ✓Alternative Investments ✓Estate Planning ✓Insurance Services ✓Investing With Impact ✓Legacy Planning ✓Succession Planning ✓Family Mission Statements ✓Next Generation Education ✓Lending Solutions ✓Cash Management Solutions

"Morgan Stanley's objective is to provide the resources needed to help clients achieve their unique financial goals. Their financial advisors work to earn the trust of individuals, families, and institutions by offering expert guidance and tailored strategies. As a global financial services firm, Morgan Stanley is committed to technological innovation, relying on its worldwide team of technologists to develop secure, cutting-edge platforms. The firm's leadership is dedicated to conducting business with integrity, ensuring that capital serves both clients and society as a whole. With a full suite of services, their objective is to deliver the resources that can best accomplish each client’s unique goals.

2026 Highlights: Morgan Stanley grants Financial Advisors access to global resources and capabilities that will take your business to the next level and provide confidence to your clients."

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License #1071272

Price:

Insurance Fee $1,000

Contact:

(209) 526-3700 (800) 752-3215

Call for Hours

TBR® Inspection Report:

Blom & Howell Financial Planning - Modesto, CA Financial Services - Portrait
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BLOM & HOWELL FINANCIAL PLANNING

(4.7 Score)
3340 Tully Road B4,
Modesto, CA 95350 Directions

Since 2009

Specialty:

✓Financial Planning ✓Retirement Planning ✓Investment Planning ✓Social Security Planning ✓Insurance Planning ✓College Planning ✓Rollover Options ✓Cash Flow Analysis

“2026 Highlights: Blom & Howell Financial Planning developed and refined a process that helps their clients put the financial puzzle pieces together over the course of their lives. They take great joy in being their client's financial guide and advocate on that journey toward a lasting and secure retirement. Michael Howell is the owner and a Certified Financial Planner™ professional at Blom & Howell Financial Planning. He provides comprehensive financial planning for families, retirees, and business owners. Their first objective is to establish great relationships with their clients so they can understand what they're working towards and what they're passionate about.”

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License CRD #311830

Price:

Fixed Financial Planning Fees
From $500
Upto $10,000
Hourly Financial Planning Fees $250

Contact:

(209) 857-5207

Mon-Fri: 8am - 4:30pm
Sat & Sun: Closed

TBR® Inspection Report:

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GNARLEDOAK FINANCIAL REVIEWS

Tom and Jacob are two of the best financial advisors I have ever worked with!! They are both down to earth...great gentlemen and explain everything in an understandable way! To top it off.......they are always accessible! I called Tom on a Friday night while I was in a parking lot at 4:30 PM with my senior mom who wanted answers to a financial question right that minute. Tom answered immediately and helped me put my mom at ease. Using Thorson Financial was one of the best decisions my whole family has ever made. Don't hesitate to reach out to this company. Diana Reyes.

Tom has been an advisor for over 25 years. In the past15 years he has focused on people like me that are either or-retired or retired. Tom, by continually updating his knowledge on investment tools and strategies has helped me feel more secure in my retirement and to maintain my income. He takes a genuine interest in my welfare, provides excellent service, and I would recommend him to anyone.

Working with Jacob at Thorson Financial Management has been the best experience. I relocated from out of state two years ago, and he has guided me with excellent advice related to investment, and all my financial decisions.

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MORGAN STANLEY REVIEWS

Joe and Robert gave me an educational inspiring meeting. Answering all my questions and answered them again if I didn't understand. Never did I feel like I was being pushed into anything. They want me to do what I want with my money. Feeling comfortable about my money management is the most important thing, and to be comfortable you have to understand what goes on behind the curtain. I fully recommend Morgan and Stanley to anyone who needs that extra helping hand.

BLOM & HOWELL FINANCIAL PLANNING REVIEWS

They have a great process. Very honest and trustworthy advisors.

TBR® Inspection Score Report

GNARLEDOAK FINANCIAL Total Inspection Points: 115/120
Current Evaluation: 8
Reviews Study: 8
Complete Info: 9
Business Images: 10
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

MORGAN STANLEY Total Inspection Points: 114/120
Acknowledgments: 8
Current Evaluation: 8
Reviews Study: 8
Business Images: 10
Contact Info: 10
License: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

BLOM & HOWELL FINANCIAL PLANNING Total Inspection Points: 113/120
Acknowledgments: 8
Current Evaluation: 8
Reviews Study: 8
Experience: 9
Business Images: 10
Complete Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Video: 10
Website Source: 10
Website Standard: 10