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.
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VM
Valley Medical Management✓ Verified
Financial PlanningStockton, CA
Financial Planning in Stockton, California offering advisory. Rated 5.0★ across 24 Google reviews.
TW
Tina Wells Lee & Associates✓ Verified
Financial PlanningStockton, CA
Financial Planning in Stockton, California offering financial planning. Rated 5.0★ across 12 Google reviews.
VC
Financial PlanningStockton, CA
Financial Planning in Stockton, California offering financial planning. Rated 5.0★ across 10 Google reviews.
AI
Financial PlanningStockton, CA
Financial Planning in Stockton, California offering financial planning, and advisory. Rated 5.0★ across 8 Google reviews.
HF
Homeowners Financial Group✓ Verified
Financial PlanningStockton, CA
Financial Planning in Stockton, California offering financial planning. Rated 4.9★ across 28 Google reviews.
BO
Bank of America ATM✓ Verified
Financial PlanningStockton, CA
Financial Planning in Stockton, California offering financial planning, and advisory. Rated 4.8★ across 6 Google reviews.
BL
Bankers Life✓ Verified
Financial PlanningStockton, CA
Financial Planning in Stockton, California offering financial planning. Rated 4.2★ across 5 Google reviews.
VF
Valley Financial Services✓ Verified
Financial PlanningStockton, CA
Financial Planning in Stockton, California offering financial planning. Rated 4.2★ across 5 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningStockton, CA
Financial Planning in Stockton, California offering advisory. Rated 3.4★ across 32 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningStockton, CA
Financial Planning in Stockton, California offering advisory. Rated 3.1★ across 11 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningStockton, CA
Financial Planning in Stockton, California offering financial planning, and advisory. Rated 3.0★ across 67 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningStockton, CA
Financial Planning in Stockton, California offering advisory. Rated 3.0★ across 38 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningStockton, CA
Financial Planning in Stockton, California offering advisory. Rated 3.0★ across 32 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningStockton, CA
Financial Planning in Stockton, California offering financial planning, and advisory. Rated 2.7★ across 69 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningStockton, CA
Financial Planning in Stockton, California offering financial planning, and advisory. Rated 2.6★ across 84 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningStockton, CA
Financial Planning in Stockton, California offering advisory. Rated 2.6★ across 39 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningStockton, CA
Financial Planning in Stockton, California offering financial planning, and advisory. Rated 2.5★ across 35 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningStockton, CA
Financial Planning in Stockton, California offering financial planning, and advisory. Rated 2.2★ across 79 Google reviews.
Top financial planners in Stockton
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Valley Medical Management✓ | Financial Planning | ★ 5.0 | 24 |
| 2 | Tina Wells Lee & Associates✓ | Financial Planning | ★ 5.0 | 12 |
| 3 | VG Capital Financial Services LLC | Financial Planning | ★ 5.0 | 10 |
| 4 | Attentive Investments | Financial Planning | ★ 5.0 | 8 |
| 5 | Homeowners Financial Group✓ | Financial Planning | ★ 4.9 | 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.