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BEST RATED STOCKTON, CA FINANCIAL SERVICES

3 Best Financial Services in Stockton, CA

Expert-recommended Top 3 Financial Services in Stockton, 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!

VG Capital Financial Services, LLC - Stockton, CA Financial Services - Portrait
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Best Financial Services in Stockton CA - VG Capital Financial Services, LLC video
8+ YEARS IN TBR
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VG CAPITAL FINANCIAL SERVICES, LLC

(4.8 Score)
3244 Brookside Road, Suite 140,
Stockton, CA 95219 Directions

Since 2009

Specialty:

✓ Senior Health and Wealth Protection ✓ Asset Accumulation and Distribution Strategies ✓ Estate and Tax Strategies ✓ Retirement Planning (401(k) ✓ 403(b) ✓ Sep ✓ Simple IRAs) ✓ Income Planning ✓ Life Insurance Planning ✓ College Planning ✓ Final Expense Planning ✓ Long Term Care Planning ✓ Wealth Management ✓ Business Buy/Sell Agreements

"VG Capital Financial Services, LLC understands that individuals face unique challenges as they prepare for retirement. They offer financial advice and solutions that range from insurance to investment management. By using a disciplined and objective approach, they are able to achieve practical and effective outcomes that align with their clients’ financial goals, needs, and aspirations. Gilbert Garcia is the Managing Member of VG Capital Financial Services, LLC, and the Managing General Agent who mentors and supervises the financial firm's insurance agents and financial advisors. He is also an investment advisor representative for Fusion Capital Management, a registered investment advisory firm. He is a licensed life and health agent for the states of California, Nevada, Hawaii, Oregon, and Idaho.

2026 Update: VG Capital Financial Services, LLC professionals have years of experience in financial services. They can help you address your needs of today and for many years to come and they look forward to working with you through all stages of your life."

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License #200920310047

Price:

Administrative Fee For Each Individual Account Of Upto $5

Contact:

(209) 762-5929 (209) 476-0470

Call For Hours

TBR® Inspection Report:

Charles Schwab - Stockton, CA Financial Services - Portrait
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Best Financial Services in Stockton CA - Charles Schwab video
8+ YEARS IN TBR
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CHARLES SCHWAB

(4.8 Score)
3101 West March Lane, Suite A,
Stockton, CA 95219 Directions

Since 1971

Specialty:

✓ Investment Advice ✓ College and Education Planning ✓ Financial Planning ✓ Estate Planning ✓ Tax Planning ✓ Retirement Planning ✓ Risk and Portfolio Management ✓ Healthcare Planning ✓ Wealth Management ✓ Executive Compensation ✓ College Planning ✓ 401(k) Rollover ✓ Individual Retirement Accounts (IRAs) ✓ Annuities

“Charles Schwab offers personalized advice through a dedicated financial consultant who will guide you every step of the way. Jason Roeske is the firm's VP and branch manager. He completed his college degree at California State University Fresno. He is an Accredited Asset Management Specialist and Certified Wealth Strategist. He holds Series 6, 7, 9, 10, 63, and 66 Securities Licenses. Charles Schwab's team will assist you in creating a comprehensive financial plan tailored to your specific needs and goals. They are committed to providing transparent and straightforward answers to your questions, ensuring clarity in all interactions.”

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License CRD #151739

Price:

Schwab Wealth Advisory Starts At 0.80% For Account Minimums $500,000
Schwab Managed Portfolios Starts At 0.90% For Account Minimums $25,000
Managed Account Select® Equity Strategies Starts At 1.00% For Account Minimums $100,000
Managed Account Select® Fixed Income Strategies Starts At 0.65% For Account Minimums $250,000
Wasmer Schroeder™ Strategies Starts At 0.55% For Account Minimums $250,000
Windhaven® Strategies Starts At 0.95% For Account Minimums $100,000
Thomaspartners® Strategies Starts At 0.90% For Account Minimums $100,000

Contact:

(209) 475-1955 (800) 435-4000

Mon-Fri 8:30am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Valley Financial Services - Stockton, CA Financial Services - Portrait
Valley Financial Services - Stockton, CA Financial Services - Company Logo
5+ YEARS IN TBR
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VALLEY FINANCIAL SERVICES

(4.8 Score)
5757 Pacific Avenue, Suite 248,
Stockton, CA 95207 Directions

Since 1984

Specialty:

✓ Investments ✓ Bonds ✓ Common Stock ✓ Mutual Funds ✓ Exchange Traded Funds (ETFs) ✓ Traditional IRA ✓ Roth IRA ✓ Sep IRA ✓ Simple IRA ✓ Brokerage Accounts ✓ Variable Annuities ✓ Financial Planning ✓ Retirement Plans ✓ Tax Plans ✓ 401(k) Planning ✓ 403(b) Planning ✓ College Plans ✓ Estate Plans ✓ Money Purchase Plans ✓ Profit Sharing Plans ✓ Life Insurance ✓ Long-term Care Insurance ✓ Disability Income Insurance

"Valley Financial Services wants to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. They have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. Lindsey T. Randolph is the Branch Manager who has more than 39 years of financial planning experience, and along with his assistants, he serves over 650 clients. Lindsey cofounded the National TSA Association (NTSA) and served as its president in 1996. Valley Financial Services develops sound investment and insurance strategies that suit clients' essential requirements for balance, diversification, tax deferral, risk management, and asset protection.

2026 Update: Brooks T. Randolph is the Co-OSJ Branch Manager and Wealth Manager. He holds the Series 7, 24, and 66 securities licenses along with a California Insurance License."

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License #0666052

Contact:

(209) 474-3465 (888) 292-5101

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

TBR® Inspection Report:

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VG CAPITAL FINANCIAL SERVICES, LLC REVIEWS

Gilbert has help me when I retired . I have been attending the past few meetings, each time being more impressed by Gilbert. He is very knowledgeable, informative and charismatic. He truly looks out for his clients financial well being. He is also an excellent host and has great events. All in all, I know my investment is in good hands with Gilbert.

Stop and look no further! This is the ONLY place I will go for my investments, retirement, and insurance needs. Their staff takes care of me and provides superb customer service. I appreciate all that they do for me and my future. Thank you VG Capital! 6 out of 5 star recommendation.

Gilbert has helped me with my retirement and investment plans he is an awsome financial advisor and a great family man I put everything in his financial services and trust him in every thing he does for me.

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CHARLES SCHWAB REVIEWS

Great people. Fantastic classes for the just beginning traders. Very helpful staff.

I've always had good service from Stockton Schwab.

VALLEY FINANCIAL SERVICES REVIEWS

I’ve been a client for over a decade! Lindsey has always provided honest, trustworthy, and timely advice geared towards my personal goals! Thrilled his son, Brooks, has joined the practice to add continuity and I have already had numerous positive experiences with him! Also love the new e-sign functionality for convenience.

Everyone at Valley Financial Services are very knowledgeable in all aspects of investments. I have worked with them for many years and they have always provided wonderful service and guidance to help me obtain my financial goals. If I could give more stars I would. Excellent company.

TBR® Inspection Score Report

VG CAPITAL FINANCIAL SERVICES, LLC Total Inspection Points: 116/120
Business Images: 9
Complete Info: 9
Current Evaluation: 9
Experience: 9
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

CHARLES SCHWAB Total Inspection Points: 115/120
Acknowledgments: 8
Current Evaluation: 8
Complete Info: 9
Contact Info: 10
License: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

VALLEY FINANCIAL SERVICES Total Inspection Points: 114/120
Acknowledgments: 8
Complete Info: 8
Business Images: 9
Current Evaluation: 9
Contact Info: 10
License: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Online Appointment: 10
Reviews Accuracy of : 10
Website Standard: 10