{"id":18823,"date":"2025-04-11T21:00:12","date_gmt":"2025-04-11T21:00:12","guid":{"rendered":"https:\/\/pillarwm.com\/financial-advisors\/?page_id=18823"},"modified":"2025-10-14T06:04:49","modified_gmt":"2025-10-14T06:04:49","slug":"modesto-to-consider","status":"publish","type":"page","link":"https:\/\/pillarwm.com\/financial-advisors\/modesto-to-consider\/","title":{"rendered":"Financial Advisors in Modesto To Consider"},"content":{"rendered":"\n<div class=\"gb-element-b5b2d16e\">\n<div><!-- HFCM by 99 Robots - Snippet # 4: Dynamic TOC -->\n<div class=\"toc-sidebar\" id=\"toc\">\r\n  <div class=\"toc-title\" onclick=\"toggleTOC()\">\r\n    Table of Content\r\n    <span class=\"toc-toggle-icon\">\u25bc<\/span>\r\n  <\/div>\r\n  <nav class=\"toc-nav\" id=\"toc-nav\"><\/nav>\r\n<\/div>\r\n\r\n\r\n<style>\r\n\/* TOC Sidebar *\/\r\n.toc-sidebar {\r\n  position: sticky;\r\n  top: 100px;\r\n  background: #fff;\r\n  border-left: 4px solid #0073aa;\r\n  padding: 15px;\r\n  font-family: 'Segoe UI', sans-serif;\r\n  font-size: 14px;\r\n  border-radius: 8px;\r\n  box-shadow: 0 2px 10px rgba(0, 0, 0, 0.08);\r\n  max-height: 80vh;\r\n  overflow-y: auto;\r\n  transition: all 0.3s ease;\r\n}\r\n.toc-sidebar {\r\n  position: sticky;\r\n  top: 100px; \/* Distance from top of viewport *\/\r\n  background: #fff;\r\n  border-left: 4px solid #0073aa;\r\n  padding: 15px;\r\n  font-family: 'Segoe UI', sans-serif;\r\n  font-size: 14px;\r\n  border-radius: 8px;\r\n  box-shadow: 0 2px 10px rgba(0, 0, 0, 0.08);\r\n  max-height: calc(100vh - 120px);\r\n  overflow-y: auto;\r\n  transition: all 0.3s ease;\r\n}\r\n\r\n\/* TOC title *\/\r\n.toc-title {\r\n  font-weight: bold;\r\n  font-size: 16px;\r\n  margin-bottom: 10px;\r\n  display: flex;\r\n  justify-content: space-between;\r\n  align-items: center;\r\n  cursor: pointer;\r\n}\r\n\r\n\/* Toggle icon *\/\r\n.toc-toggle-icon {\r\n  font-size: 14px;\r\n  transition: transform 0.3s ease;\r\n}\r\n\r\n.toc-collapsed .toc-toggle-icon {\r\n  transform: rotate(-90deg);\r\n}\r\n\r\n\/* Collapse behavior *\/\r\n.toc-collapsed #toc-nav {\r\n  max-height: 0;\r\n  opacity: 0;\r\n  overflow: hidden;\r\n  transition: max-height 0.3s ease, opacity 0.3s ease;\r\n}\r\n\r\n#toc-nav {\r\n  max-height: 1000px;\r\n  transition: max-height 0.3s ease, opacity 0.3s ease;\r\n}\r\n\r\n\/* TOC links *\/\r\n.toc-nav a {\r\n  display: block;\r\n  margin-bottom: 6px;\r\n  color: #333;\r\n  text-decoration: none;\r\n  padding-left: 0;\r\n  transition: all 0.2s ease;\r\n}\r\n\r\n.toc-nav a:hover {\r\n  color: #0073aa;\r\n  padding-left: 5px;\r\n}\r\n\r\n\/* Indented H3 links *\/\r\n.toc-nav a.toc-h3 {\r\n  padding-left: 15px;\r\n  font-size: 13px;\r\n}\r\n\r\n\/* Hide on mobile *\/\r\n@media screen and (max-width: 768px) {\r\n  .toc-sidebar {\r\n    display: none;\r\n  }\r\n}\r\n<\/style>\r\n\r\n\n<!-- \/end HFCM by 99 Robots -->\n\n<\/div>\n\n\n\n<div>\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"512\" src=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-196-1024x512.png\" alt=\"Financial Advisors in Modesto To Consider\" class=\"wp-image-18981\" srcset=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-196-1024x512.png 1024w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-196-768x384.png 768w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-196-600x300.png 600w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-196.png 1280w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">1. The Lattig Scott Group of Raymond James<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXfM3dht1HJMpTMnDADsxJIfhMPY5SvfwVvLmxEGhtG3ZtrvSG1JKaAjVymyvckFW-SA1rNnTiXc0Ky3Xbu9qZPpcmo-R-zVJ28G75lTmCz9H3m5dZjPnGg0mqNv_eYL2O8hD2CG8w.png\" alt=\"The Lattig Scott Group of Raymond James\" class=\"wp-image-18983\" srcset=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXfM3dht1HJMpTMnDADsxJIfhMPY5SvfwVvLmxEGhtG3ZtrvSG1JKaAjVymyvckFW-SA1rNnTiXc0Ky3Xbu9qZPpcmo-R-zVJ28G75lTmCz9H3m5dZjPnGg0mqNv_eYL2O8hD2CG8w.png 712w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXfM3dht1HJMpTMnDADsxJIfhMPY5SvfwVvLmxEGhtG3ZtrvSG1JKaAjVymyvckFW-SA1rNnTiXc0Ky3Xbu9qZPpcmo-R-zVJ28G75lTmCz9H3m5dZjPnGg0mqNv_eYL2O8hD2CG8w-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>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\u2014such as retirement, career changes, or personal milestones\u2014by 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.<\/p>\n\n\n\n<p>Phone: 1-209-579-1287<\/p>\n\n\n\n<p>Email: Alana.Scott@RaymondJames.com<\/p>\n\n\n\n<p>Address: 832 12th St Ste 601, Modesto, CA 95354, United States<\/p>\n\n\n\n<p>Website: https:\/\/www.raymondjames.com\/thelattigscottgroup<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">2. Brian Hoekman \u2013 Financial Advisor, Ameriprise Financial Services, LLC<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXcww_wJV0zWPEf1Si8x9Lgt4HhyzHtj5bNmozIUvX8MlWP_jx95XEBo-GOxRjFitdyMXatf6akRa67Gnui_BwseILvc_Ho-Smng9TzR2BfIPfpCLGa0Kd5ET4OuIdz7UG3wKlbo.png\" alt=\"Brian Hoekman \u2013 Financial Advisor, Ameriprise Financial Services, LLC\" class=\"wp-image-18985\" srcset=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXcww_wJV0zWPEf1Si8x9Lgt4HhyzHtj5bNmozIUvX8MlWP_jx95XEBo-GOxRjFitdyMXatf6akRa67Gnui_BwseILvc_Ho-Smng9TzR2BfIPfpCLGa0Kd5ET4OuIdz7UG3wKlbo.png 712w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXcww_wJV0zWPEf1Si8x9Lgt4HhyzHtj5bNmozIUvX8MlWP_jx95XEBo-GOxRjFitdyMXatf6akRa67Gnui_BwseILvc_Ho-Smng9TzR2BfIPfpCLGa0Kd5ET4OuIdz7UG3wKlbo-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>Brian Hoekman, MBA, CFP\u00ae, APMA\u2122, 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.<\/p>\n\n\n\n<p>Phone: 1-209-574-1003<\/p>\n\n\n\n<p>Email: Brian.K.Hoekman@ampf.com<\/p>\n\n\n\n<p>Address: 1301 L St Ste 2, Modesto, CA 95354, United States<\/p>\n\n\n\n<p>Website: http:\/\/www.ameripriseadvisors.com\/brian.k.hoekman\/?cid=IP_local_google<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">3. United Capital Financial Advisors<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXfKPoXau36MbAap5E-djuorx4GUS9OVq3ZZuTXeMSbFcL4fdKDU-1a0uLff1WmJVhWD5uv9ODSZvEvxPvggDnRlF5qw2qgXs1ugzrlflQ3DPlWzfsh4arOARw5drco6J74n39XOcg.png\" alt=\"United Capital Financial Advisors\" class=\"wp-image-18984\" srcset=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXfKPoXau36MbAap5E-djuorx4GUS9OVq3ZZuTXeMSbFcL4fdKDU-1a0uLff1WmJVhWD5uv9ODSZvEvxPvggDnRlF5qw2qgXs1ugzrlflQ3DPlWzfsh4arOARw5drco6J74n39XOcg.png 712w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXfKPoXau36MbAap5E-djuorx4GUS9OVq3ZZuTXeMSbFcL4fdKDU-1a0uLff1WmJVhWD5uv9ODSZvEvxPvggDnRlF5qw2qgXs1ugzrlflQ3DPlWzfsh4arOARw5drco6J74n39XOcg-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>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\u2019 unique mindsets and financial goals to develop tailored strategies. Services include wealth management, investment management, retirement planning, and estate planning. United Capital\u2019s fiduciary advisors prioritize clients\u2019 best interests, providing comprehensive support to help them grow, protect, and transfer their wealth effectively.<\/p>\n\n\n\n<p>Phone: 1-209-530-1515<\/p>\n\n\n\n<p>Address: 1200 Scenic Dr #111, Modesto, CA 95350, United States<\/p>\n\n\n\n<p>Website: https:\/\/unitedcapitalwealth.com\/<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">4. Eddie Zeiter \u2013 Private Wealth Advisor, Ameriprise Financial Services, LLC<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXed8sKMMCyzH8fCySjRcaG0iJ8D232yGA_I__ootT0_iolU0WF1V_0MZ2Nqt0jDE57ldtFt5bZ9yz1TVw_i3lZfMRqY0uuLpcIESynF2z6QRE23cB245Kyf3OS0zB65tmwQLHC5.png\" alt=\"Ameriprise Financial Services, LLC\" class=\"wp-image-18986\" srcset=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXed8sKMMCyzH8fCySjRcaG0iJ8D232yGA_I__ootT0_iolU0WF1V_0MZ2Nqt0jDE57ldtFt5bZ9yz1TVw_i3lZfMRqY0uuLpcIESynF2z6QRE23cB245Kyf3OS0zB65tmwQLHC5.png 712w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXed8sKMMCyzH8fCySjRcaG0iJ8D232yGA_I__ootT0_iolU0WF1V_0MZ2Nqt0jDE57ldtFt5bZ9yz1TVw_i3lZfMRqY0uuLpcIESynF2z6QRE23cB245Kyf3OS0zB65tmwQLHC5-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>Phone: 1-209-574-1003<\/p>\n\n\n\n<p>Email: onwardwealthmanagement@ampf.com<\/p>\n\n\n\n<p>Address: 1301 L St Ste 2, Modesto, CA 95354, United States<\/p>\n\n\n\n<p>Website: https:\/\/www.ameripriseadvisors.com\/<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">5. Morgan Stanley Financial Advisors<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXdAXveiJpZpFjGXyE2pr-v04YSHrESqCmfryrS8B3fXgz9a-bkUbZw_dsnonDK7uC5_C7W29Lm-mEJ42F2LQOe6jjs-YuA26QAbYnLm1dhUSn09TlFc_vUeJv-dDhfO2xGCyMS5gg.png\" alt=\"Morgan Stanley Financial Advisors\" class=\"wp-image-18982\" srcset=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXdAXveiJpZpFjGXyE2pr-v04YSHrESqCmfryrS8B3fXgz9a-bkUbZw_dsnonDK7uC5_C7W29Lm-mEJ42F2LQOe6jjs-YuA26QAbYnLm1dhUSn09TlFc_vUeJv-dDhfO2xGCyMS5gg.png 712w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXdAXveiJpZpFjGXyE2pr-v04YSHrESqCmfryrS8B3fXgz9a-bkUbZw_dsnonDK7uC5_C7W29Lm-mEJ42F2LQOe6jjs-YuA26QAbYnLm1dhUSn09TlFc_vUeJv-dDhfO2xGCyMS5gg-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>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\u2019 trust through personalized wealth management strategies and a commitment to long-term success.<\/p>\n\n\n\n<p>Phone: 1-209-526-3700<\/p>\n\n\n\n<p>Email: prospectus@morganstanley.com<\/p>\n\n\n\n<p>Address: 1020 10th St 2nd Floor, Modesto, CA 95354, United States<\/p>\n\n\n\n<p>Website: https:\/\/advisor.morganstanley.com\/modesto-branch<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Taking the Next Step Toward Financial Clarity<\/h2>\n\n\n\n<p>Selecting a financial advisor is a meaningful decision that should align with your personal values, financial objectives, and comfort level. Modesto\u2019s financial professionals offer diverse approaches and specialties to support a variety of client needs.<\/p>\n\n\n\n<p>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.<\/p>\n\n\n<!-- HFCM by 99 Robots - Snippet # 1: Awards Layout -->\n<div id=\"badge\" class=\"badge_section\">\r\n<span class=\"badge_heading\"><b>Is your business featured in this article?<\/b><\/span>\r\n<p class=\"badge_text\">Showcase your recognition by adding our award badge to your website! 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