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.
Showing 12 of 12 · sorted by Google rating
1.
Joseph Manglona - Thrivent
★★★★★★★★★★5.0(10 Google reviews)✓ Verified on Google
Financial Planning · 931 10th St #1063, Modesto, CA 95354
Services: advisory
2.
GnarledOak Financial (Jacob Gunter, ChFC®, FSS®)
★★★★★★★★★★4.5(8 Google reviews)✓ Verified on Google
Financial Planning · 1101 Standiford Ave # C2, Modesto, CA 95350
Services: advisory
3.
Bankers Life
★★★★★★★★★★4.3(10 Google reviews)✓ Verified on Google
Financial Planning · 3600 Sisk Rd #5b, Modesto, CA 95356
4.
F&M Bank
★★★★★★★★★★3.8(36 Google reviews)✓ Verified on Google
Financial Planning · 3001 McHenry Ave, Modesto, CA 95350
5.
BMO Bank N.A Branches
★★★★★★★★★★3.2(47 Google reviews)✓ Verified on Google
Financial Planning · 1401 Oakdale Rd, Modesto, CA 95355
Services: advisory
6.
BMO Bank N.A Branches
★★★★★★★★★★3.2(28 Google reviews)✓ Verified on Google
Financial Planning · 3600 McHenry Ave, Modesto, CA 95356
Services: advisory
7.
BMO Bank N.A Branches
★★★★★★★★★★3.1(44 Google reviews)✓ Verified on Google
Financial Planning · 901 H St, Modesto, CA 95354
Services: advisory
8.
Bank of America Financial Center
★★★★★★★★★★2.9(66 Google reviews)✓ Verified on Google
Financial Planning · 1601 I St, Modesto, CA 95354
Services: advisory
9.
BMO Bank N.A Branches
★★★★★★★★★★2.9(19 Google reviews)✓ Verified on Google
Financial Planning · 3801 Pelandale Ave Ste C, Modesto, CA 95356
Services: advisory
10.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.7(40 Google reviews)✓ Verified on Google
Financial Planning · 1737 Oakdale Rd, Modesto, CA 95355
Services: advisory
11.
Bank of America Financial Center
★★★★★★★★★★2.5(65 Google reviews)✓ Verified on Google
Financial Planning · 3401 Dale Rd, Modesto, CA 95356
Services: advisory
12.
Bank of America Financial Center
★★★★★★★★★★2.3(85 Google reviews)✓ Verified on Google
Financial Planning · 3416 McHenry Ave, Modesto, CA 95350
Services: advisory
Top financial planners in Modesto
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Joseph Manglona - Thrivent | Financial Planning | 5.0 / 5 | 10 |
| 2 | GnarledOak Financial (Jacob Gunter, ChFC®, FSS®) | Financial Planning | 4.5 / 5 | 8 |
| 3 | Bankers Life | Financial Planning | 4.3 / 5 | 10 |
| 4 | F&M Bank | Financial Planning | 3.8 / 5 | 36 |
| 5 | BMO Bank N.A Branches | Financial Planning | 3.2 / 5 | 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.