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Managing your finances effectively often requires professional insight, especially when planning for major life events like retirement, education funding, or long-term investments. In Modesto, California, several financial advisors offer a range of services designed to help individuals and families organize, grow, and protect their wealth.
This list includes financial professionals and firms located in Modesto, each with their own areas of expertise and service models. By learning more about their offerings, you can make a more informed decision about which advisor might be the right fit for your financial situation.
1. The Lattig Scott Group of Raymond James
The Lattig Scott Wealth Management Group, based in Modesto, California, is a dedicated team within Raymond James that provides personalized financial guidance. They specialize in assisting clients through various life transitions—such as retirement, career changes, or personal milestones—by offering tailored financial strategies and educational support. Their services cater to a diverse clientele, including women, educators, retirees, business owners, and individuals seeking comprehensive wealth management solutions. With a commitment to building long-term relationships, the group emphasizes thoughtful, caring advice to help clients navigate their financial journeys with confidence.
Phone: 1-209-579-1287
Email: Alana.Scott@RaymondJames.com
Address: 832 12th St Ste 601, Modesto, CA 95354, United States
Website: https://www.raymondjames.com/thelattigscottgroup
2. Brian Hoekman – Financial Advisor, Ameriprise Financial Services, LLC
Brian Hoekman, MBA, CFP®, APMA™, is a financial advisor with 15 years of experience at Onward Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC, located in Modesto, CA. He specializes in areas such as Social Security retirement benefits, tax planning strategies, retirement income strategies, family finances, intergenerational planning, cash flow management strategies, and saving for education. Brian earned his BA from Calvin College in 2000 and an MBA from Ashford University in 2012. Outside of his professional life, he enjoys spending time with his wife, Stacy, and their three children, as well as camping, golfing, and supporting the 49ers and the Giants.
Phone: 1-209-574-1003
Email: Brian.K.Hoekman@ampf.com
Address: 1301 L St Ste 2, Modesto, CA 95354, United States
Website: http://www.ameripriseadvisors.com/brian.k.hoekman/?cid=IP_local_google
3. United Capital Financial Advisors
United Capital Financial Advisors is a registered investment advisor headquartered in Irving, Texas, offering personalized financial planning and investment management services. Their approach centers on understanding clients’ unique mindsets and financial goals to develop tailored strategies. Services include wealth management, investment management, retirement planning, and estate planning. United Capital’s fiduciary advisors prioritize clients’ best interests, providing comprehensive support to help them grow, protect, and transfer their wealth effectively.
Phone: 1-209-530-1515
Address: 1200 Scenic Dr #111, Modesto, CA 95350, United States
Website: https://unitedcapitalwealth.com/
4. Eddie Zeiter – Private Wealth Advisor, Ameriprise Financial Services, LLC
The website ameripriseadvisors.com is designed to help individuals locate and connect with Ameriprise Financial advisors. It features a search tool that allows users to find advisors based on location or by name, facilitating personalized financial planning and advice. The site also provides guidance on preparing for initial consultations and outlines what to expect when working with an Ameriprise financial advisor.
Phone: 1-209-574-1003
Email: onwardwealthmanagement@ampf.com
Address: 1301 L St Ste 2, Modesto, CA 95354, United States
Website: https://www.ameripriseadvisors.com/
5. Morgan Stanley Financial Advisors
The Morgan Stanley Modesto Branch is dedicated to helping individuals, families, and institutions achieve their financial goals. Their team of financial advisors strives to earn clients’ trust through personalized wealth management strategies and a commitment to long-term success.
Phone: 1-209-526-3700
Email: prospectus@morganstanley.com
Address: 1020 10th St 2nd Floor, Modesto, CA 95354, United States
Website: https://advisor.morganstanley.com/modesto-branch
Taking the Next Step Toward Financial Clarity
Selecting a financial advisor is a meaningful decision that should align with your personal values, financial objectives, and comfort level. Modesto’s financial professionals offer diverse approaches and specialties to support a variety of client needs.
Take the time to explore your options, ask the right questions, and connect with an advisor who understands your goals. With the right partnership, you can move forward with greater confidence in your financial future.
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