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If you’re exploring financial advisors in Stockton, CA, you likely want someone who can understand your goals, communicate clearly, and offer services aligned with your stage in life. Whether you’re planning for retirement, managing assets, or building long-term wealth, finding a financial professional who fits your needs is essential. The advisors below offer a variety of services, approaches, and specialties that may be worth your consideration.
Tina Wells Lee & Associates
Phone: (209) 477-6400
Email: tina@tinawellslee.net
Address: 221 Tuxedo Court, Suite B, Stockton, CA 95204
Website: tinawellslee.net
Backed by the national support of LPL Financial, Tina Wells Lee & Associates brings more than four decades of financial industry resources to the local community. By focusing on simplifying practice management, their affiliation with LPL allows them to spend more time developing personalized strategies for their clients. Whether you’re aiming to grow wealth or manage it sustainably, this firm integrates tools and research into its client-centric approach.
Attentive Investments LLC
Phone: (209) 636-4931
Email: athena@attentiveinv.com
Address: 5345 N El Dorado Street, Suite 5, Stockton, CA 95207
Website: attentiveinv.com
Attentive Investments LLC emphasizes clear communication and fiduciary responsibility. Their team provides financial planning with a focus on transparency and client education. Services include retirement planning, investment management, and overall wealth-building strategies. They work with both individuals and families, tailoring solutions to help clients navigate life transitions with financial clarity.
Valley Financial Services
Phone: (209) 474-3465
Email: RandolphL@ceteranetworks.com
Address: 5757 Pacific Avenue, Suite 248, Stockton, CA 95207
Website: valleyfinancialservicesca.com
With more than 38 years of experience, Valley Financial Services offers guidance through customized financial strategies. Their services cover retirement preparation, estate conservation, and wealth management. By building trusted relationships with their clients, they aim to support long-term financial confidence and planning.
Randolph & Klein Financial Solutions
Phone: (209) 956-1212
Email: info@randolphandklein.com
Address: 2087 Grand Canal Boulevard, Suite 5, Stockton, CA 95207
Website: randolphandklein.com
Established in 1984, Randolph & Klein Financial Solutions brings decades of experience in financial planning, investment advising, and insurance strategies. Their services are tailored to the unique needs of individuals, families, and business owners. Their long-standing presence in the Stockton community reflects a commitment to local engagement and financial stability.
The Salvetti Group
Phone: (209) 546-6100
Email: marion@thesalvettigroup.com
Address: 4633 Quail Lakes Dr B, Stockton, CA 95207
Website: thesalvettigroup.com
The Salvetti Group offers tailored wealth advisory services focused on long-term outcomes and fiduciary standards. Their clientele includes professionals, retirees, and business owners looking for customized financial strategies. Their emphasis on client care and ongoing planning reflects a commitment to responsible investing and goal alignment.
Choosing a financial advisor is a personal decision that depends on your financial goals, communication preferences, and trust in the advisor’s experience and services. These Stockton-based firms offer a range of financial planning and investment management options, and each brings its own perspective to helping clients navigate their financial futures. Before deciding, it’s worth having initial consultations to learn more about their approaches and determine if they align with your financial vision.
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