Financial Planners in Modesto, CA — 12 Firms (2026)
12 financial planners in Modesto, California meet our listing bar — a website plus a public review record. They average 3.37★ across 12 rated firms, and 2 are rated 4.5★ or higher. The highest-rated is Joseph Manglona - Thrivent at 5.0★ across 10 Google reviews.
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JM
Joseph Manglona - Thrivent✓ Verified
Financial PlanningModesto, CA
Financial Planning in Modesto, California offering financial planning, and advisory. Rated 5.0★ across 10 Google reviews.
GF
Financial PlanningModesto, CA
Financial Planning in Modesto, California offering financial planning, and advisory. Rated 4.5★ across 8 Google reviews.
BL
Bankers Life✓ Verified
Financial PlanningModesto, CA
Financial Planning in Modesto, California offering financial planning. Rated 4.3★ across 10 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningModesto, CA
Financial Planning in Modesto, California offering advisory. Rated 3.2★ across 47 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningModesto, CA
Financial Planning in Modesto, California offering advisory. Rated 3.2★ across 28 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningModesto, CA
Financial Planning in Modesto, California offering advisory. Rated 3.1★ across 44 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningModesto, CA
Financial Planning in Modesto, California offering financial planning, and advisory. Rated 2.9★ across 66 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningModesto, CA
Financial Planning in Modesto, California offering advisory. Rated 2.9★ across 19 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningModesto, CA
Financial Planning in Modesto, California offering financial planning, and advisory. Rated 2.7★ across 40 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningModesto, CA
Financial Planning in Modesto, California offering financial planning, and advisory. Rated 2.5★ across 65 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningModesto, CA
Financial Planning in Modesto, California offering financial planning, and advisory. Rated 2.3★ across 85 Google reviews.
Top financial planners in Modesto
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Joseph Manglona - Thrivent✓ | Financial Planning | ★ 5.0 | 10 |
| 2 | GnarledOak Financial (Jacob Gunter, ChFC®, FSS®)✓ | Financial Planning | ★ 4.5 | 8 |
| 3 | Bankers Life✓ | Financial Planning | ★ 4.3 | 10 |
| 4 | F&M Bank✓ | Financial Planning | ★ 3.8 | 36 |
| 5 | BMO Bank N.A Branches✓ | Financial Planning | ★ 3.2 | 47 |
Financial planners and accountants
Financial planners focus on investments, retirement, and long-term wealth strategy, while accountants focus on tax and compliance. The roles overlap for business owners and high earners. Look for fiduciary advisors (legally required to act in your interest) and understand how they're paid — fee-only, commission, or a mix.