Looking to grow your wealth in Modesto? Whether you’re planning for retirement, building a portfolio, or just want smarter ways to invest your money, partnering with the right investment firm can make all the difference. From personalized financial planning to hands-off investing, the right advisor can help you turn your goals into a step-by-step strategy. Here are some top investment firms in Modesto worth considering.
1. Blom and Howell
Blom and Howell is a law firm based in Modesto, California, specializing in business and real estate law. The firm offers a range of legal services including contract negotiation, dispute resolution, property transactions, and business formation. With a strong commitment to providing personalized, high-quality legal solutions, Blom and Howell helps clients navigate complex legal matters with confidence. Their experienced attorneys work to protect client interests and ensure successful outcomes in every case.
Phone: (209) 857-5207
Email: [email protected]
Address: 3340 Tully Rd # B4, Modesto, CA 95350, United States
Website: blomandhowell.com
2. California Asset Management
California Asset Management (CAM) is an independent financial advisory firm located in Modesto, California. The firm offers a comprehensive range of services, including investment management, retirement planning, estate planning, insurance, tax strategies, and lifestyle financial guidance. CAM emphasizes a client-centric approach, aiming to simplify complex financial concepts and provide honest advice to help individuals navigate life’s milestones, such as starting a career, marriage, family growth, entrepreneurship, and retirement. The firm prides itself on transparency, independence, and building long-term, trusted relationships with clients. Operating from 2937 Veneman Avenue, Suite B200, Modesto, CA 95356, CAM is committed to being more than just an advisor, seeking to be a partner, coach, and friend to its clients.
Phone: (209) 572-1303
Email: [email protected]
Address: 2937 Veneman Ave # B100, Modesto, CA 95356, United States
Website: cammodesto.com
3. Granite Wealth Management
Granite Wealth Management is a financial advisory firm located in Modesto, California. The firm offers personalized financial planning, investment management, retirement strategies, and wealth preservation services. With a focus on building long-term relationships, Granite Wealth Management works closely with clients to craft tailored strategies that align with their financial goals and life values. Their mission is to provide clarity, confidence, and direction through every stage of a client’s financial journey.
Phone: (209) 846-0744
Email: [email protected]
Address: 4101 Tully Rd #301, Modesto, CA 95356, United States
Website: granitewealthllc.com
4. Kenoyer Financial
Kenoyer Financial is a financial services firm based in Modesto, California. They provide strategic financial planning, retirement solutions, insurance services, and investment guidance tailored to individual and family needs. With a mission to help clients “finish strong,” Kenoyer Financial focuses on building financial confidence through education, personalized plans, and ongoing support. Their dedicated team empowers clients to take control of their financial future with clarity and purpose.
Phone: (209) 222-3687
Email: [email protected]
Address: 1022 14th St, Modesto, CA 95354, United States
Website: kenoyerfinancial.com
5. J. Swain Financial
J. Swain Financial is a Modesto-based financial planning and advisory firm specializing in retirement planning, investment management, and insurance solutions. The firm is dedicated to helping individuals and families build secure financial futures through personalized strategies and one-on-one guidance. With a client-first philosophy, J. Swain Financial focuses on long-term relationships, transparency, and empowering clients to make informed financial decisions at every stage of life.
Phone: (209) 526-9426
Email: [email protected]
Address: 611 13th St, Modesto, CA 95354, United States
Website: jswainfinancial.com
6. Thorson Financial Group
Thorson Financial Group is a full-service financial advisory firm located in Modesto, California. They offer customized financial planning, retirement strategies, investment management, and insurance solutions. Committed to helping clients navigate complex financial decisions, Thorson Financial Group focuses on building trust through personalized service and sound advice. Their experienced team works closely with individuals, families, and business owners to create strategies that support long-term financial stability and growth.
Phone: (209) 522-0250
Email: [email protected]
Address: 1101 Standiford Ave # C2, Modesto, CA 95350, United States
Website: thorsonfinancial.com
7. Delta Pacific Investment Management
Delta Pacific Investment Management is a wealth management firm based in Modesto, California. They specialize in personalized investment strategies, retirement planning, and portfolio management for individuals, families, and institutions. With a disciplined, research-driven approach, Delta Pacific focuses on long-term growth and risk management. Their team is dedicated to delivering clear financial guidance, transparency, and results tailored to each client’s unique goals.
Phone: (209) 338-0130
Email: [email protected]
Address: 1111 I St Suite 304, Modesto, CA 95354, United States
Website: deltapacificim.com
Modesto Money Moves: Partner Up and Build Real Wealth
When it comes to growing your money, who you work with matters. The right investment firm won’t just manage your portfolio—they’ll help you create a plan, stay disciplined, and make smarter financial decisions over time. Modesto has a solid lineup of firms with experience, local insight, and a focus on long-term results. Take your time, ask tough questions, and choose a team that aligns with your values and goals. This is your money—and it should be working as hard as you do.
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