Financial Planners in Stockton, CA — 19 Firms (2026)
19 financial planners in Stockton, California meet our listing bar — a website plus a public review record. They average 3.69★ across 19 rated firms, and 6 are rated 4.5★ or higher. The highest-rated is Valley Medical Management at 5.0★ across 24 Google reviews.
Showing 19 of 19 · sorted by Google rating
1.
Valley Medical Management
★★★★★★★★★★5.0(24 Google reviews)✓ Verified on Google
Financial Planning · 2155 W March Ln Ste D, Stockton, CA 95207
Services: advisory
2.
Tina Wells Lee & Associates
★★★★★★★★★★5.0(12 Google reviews)✓ Verified on Google
Financial Planning · 221 Tuxedo Ct # B, Stockton, CA 95204
3.
VG Capital Financial Services LLC
★★★★★★★★★★5.0(10 Google reviews)
Financial Planning · 3244 Brookside Rd #140, Stockton, CA 95219
4.
Attentive Investments
★★★★★★★★★★5.0(8 Google reviews)
Financial Planning · 5345 N El Dorado St #5, Stockton, CA 95207
Services: advisory
5.
Homeowners Financial Group
★★★★★★★★★★4.9(28 Google reviews)✓ Verified on Google
Financial Planning · 5250 Claremont Ave #105, Stockton, CA 95207
6.
Bank of America ATM
★★★★★★★★★★4.8(6 Google reviews)✓ Verified on Google
Financial Planning · 503 W Benjamin Holt Dr, Stockton, CA 95207
Services: advisory
7.
Bankers Life
★★★★★★★★★★4.2(5 Google reviews)✓ Verified on Google
Financial Planning · 1776 W March Ln Ste 430, Stockton, CA 95207
8.
Valley Financial Services
★★★★★★★★★★4.2(5 Google reviews)✓ Verified on Google
Financial Planning · 5757 Pacific Ave Suite 248, Stockton, CA 95207
9.
F&M Bank
★★★★★★★★★★4.0(20 Google reviews)✓ Verified on Google
Financial Planning · 205 Lincoln Center, Stockton, CA 95207
10.
BMO Bank N.A Branches
★★★★★★★★★★3.4(32 Google reviews)✓ Verified on Google
Financial Planning · 5555 N Pershing Ave, Stockton, CA 95207
Services: advisory
11.
BMO Bank N.A Branches
★★★★★★★★★★3.1(11 Google reviews)✓ Verified on Google
Financial Planning · 3255 W March Ln, Stockton, CA 95219
Services: advisory
12.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★3.0(67 Google reviews)✓ Verified on Google
Financial Planning · 1546 St Marks Plaza, Stockton, CA 95207
Services: advisory
13.
BMO Bank N.A Branches
★★★★★★★★★★3.0(38 Google reviews)✓ Verified on Google
Financial Planning · 560 N Wilson Way, Stockton, CA 95205
Services: advisory
14.
BMO Bank N.A Branches
★★★★★★★★★★3.0(32 Google reviews)✓ Verified on Google
Financial Planning · 540 N El Dorado St, Stockton, CA 95202
Services: advisory
15.
Bank of America Financial Center
★★★★★★★★★★2.7(69 Google reviews)✓ Verified on Google
Financial Planning · 210 Doctor M.L.K. Jr Blvd, Stockton, CA 95206
Services: advisory
16.
Bank of America Financial Center
★★★★★★★★★★2.6(84 Google reviews)✓ Verified on Google
Financial Planning · 503 W Benjamin Holt Dr, Stockton, CA 95207
Services: advisory
17.
BMO Bank N.A Branches
★★★★★★★★★★2.6(39 Google reviews)✓ Verified on Google
Financial Planning · 1440 E Hammer Ln, Stockton, CA 95210
Services: advisory
18.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.5(35 Google reviews)✓ Verified on Google
Financial Planning · 10834 Trinity Pkwy, Stockton, CA 95219
Services: advisory
19.
Bank of America Financial Center
★★★★★★★★★★2.2(79 Google reviews)✓ Verified on Google
Financial Planning · 407 N Wilson Way, Stockton, CA 95205
Services: advisory
Top financial planners in Stockton
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Valley Medical Management | Financial Planning | 5.0 / 5 | 24 |
| 2 | Tina Wells Lee & Associates | Financial Planning | 5.0 / 5 | 12 |
| 3 | VG Capital Financial Services LLC | Financial Planning | 5.0 / 5 | 10 |
| 4 | Attentive Investments | Financial Planning | 5.0 / 5 | 8 |
| 5 | Homeowners Financial Group | Financial Planning | 4.9 / 5 | 28 |
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.