TOP 10 Financial education and planning in Stockton, California

Nationwide Insurance: Maffei Insurance & Financial Services is an insurance agency located at 2540 Pacific Avenue in Stockton, California, United States. They offer a wide range of insurance products including auto, commercial, farm, financial, home, powersports, and human services insurance. The agency is dedicated to providing quality insurance at an affordable price to protect your assets and provide peace of mind. Whether you need coverage for your vehicle, home, or business, Nationwide Insurance: Maffei Insurance & Financial Services has you covered. They make the insurance process simple and stress-free, ensuring that you have the right protection for your needs. The agency also offers assistance in finding the best repair shops for your vehicle in the event of an accident.

Merrill Lynch Financial Advisor Shad Roundy is a seasoned financial advisor with over 10 years of experience in the industry. Starting his career in Honolulu, Shad has managed branches in Hawaii and California before joining Merrill Lynch Wealth Management in 2021. Located at 3255 West March Lane in Stockton, California, Shad serves clients across the San Francisco East Bay area, the Central Valley, and Hawaii. As a Senior Financial Advisor, Shad offers personalized financial planning services through Merrill Personal Wealth Analysis™, focusing on your goals and priorities. He believes in building a strong relationship with clients, understanding their needs and aspirations to create a tailored financial approach. By utilizing the Investment Personality Assessment, Shad can refine your investing preferences and develop a customized strategy to help you reach your financial goals.

W Alan Silva - Private Wealth Advisor at Ameriprise Financial Services, LLC is a trusted financial institution located in Stockton, California. With a focus on providing personalized wealth management services, W Alan Silva helps clients achieve their financial goals and secure their financial future. Whether you are looking to invest for retirement, save for your children's education, or plan for other financial milestones, W Alan Silva is dedicated to providing expert guidance and tailored solutions. Visit us at 3031 West March Lane to learn more about how we can help you reach your financial objectives.

Ascend Financial Management is a premier finance institution located at 2575 Grand Canal Boulevard in Stockton, California. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to invest for retirement, plan for your children's education, or simply grow your wealth, we are here to provide personalized financial solutions tailored to your individual needs. Trust Ascend Financial Management to guide you on the path to financial success and prosperity.

Merrill Lynch Financial Advisor Michael A Lynch, located at 3255 West March Lane, Stockton, California, is a finance institution dedicated to understanding your values and goals for your assets. With a team committed to building strong client relationships based on trust and personalized service, Michael Lynch holds multiple certifications including CERTIFIED FINANCIAL PLANNER, CFP®, Certified Investment Management Analyst, CIMA®, and Chartered Retirement Planning Counselor, CRPC®. The institution offers personalized financial planning through Merrill Personal Wealth Analysis™, focusing on your individual goals and priorities. With access to the global resources of Merrill and banking solutions from Bank of America, the team can help devise strategies to grow, preserve, and distribute your wealth. Through the Investment Personality Assessment, they aim to understand your investing preferences and customize a financial approach tailored to your needs.

Edward Jones - Financial Advisor: Michael A Brandt is a reputable finance institution located at 9401 East Stockton Boulevard in Elk Grove, California, United States. Michael A Brandt is a highly experienced and knowledgeable financial advisor who is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, save for your child's education, or invest for the future, Michael A Brandt can provide personalized guidance and support to help you make informed decisions. With a commitment to integrity and professionalism, Edward Jones - Financial Advisor: Michael A Brandt is a trusted partner in helping you secure your financial future.

Insurance City is an independent insurance agency located at 956 West Robinhood Drive in Stockton, California. We are dedicated to providing the best insurance coverage for our clients by working with a select group of reputable and financially strong insurance companies. As independent agents, we prioritize your needs and work on your behalf to ensure you receive fair and prompt payment and service in the event of a loss. In addition to our insurance services, we also believe in the importance of financial literacy for small business owners. We offer resources and guidance on budgeting basics and financial management to help our clients achieve their profit goals effectively. As April is Financial Literacy Month, we encourage small business owners to prioritize financial education for long-term success.

Angel Sepulveda - State Farm Insurance Agent is a reputable insurance agency located at 1746 Grand Canal Boulevard in Stockton, California. Established in 2014, this agency serves the San Joaquin Central Valley and all of California, with a newly added service area in Arizona. With a passion for helping customers plan their financial protection and future, Angel Sepulveda and his team strive to treat clients like family, providing top-notch service and care throughout the insurance process. Whether through in-office appointments, phone consultations, or virtual meetings, the agency prioritizes customer convenience. Beyond insurance services, Angel Sepulveda is actively involved in giving back to the community through local organizations and events. From fundraisers to volunteering, he is dedicated to making a positive impact in Stockton and beyond. The agency also offers valuable tips on auto maintenance, education savings plans, and pet insurance.

Western & Southern Life Insurance Company, located at 2389 West March Lane in Stockton, California, is a trusted insurance agency offering a wide range of products to meet your financial needs. Whether you are planning for your personal or business future, our personalized guidance and solutions can help you navigate through the many options available. Explore our financial tools, educational articles, and interactive calculators to feel more confident about managing your finances. From life insurance to investment products, we are committed to providing you with high-quality services that align with your specific goals.

New York Life Insurance Company - Miguel Mata, located at 9280 West Stockton Boulevard in Elk Grove, California, is an insurance agency offering a variety of permanent policies with guaranteed death benefits and cash value that grows over time. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market for potential gains. In addition to providing protection for everyday tasks, lost income due to sickness or injury, and investments for college or education expenses, New York Life Insurance Company - Miguel Mata also offers expert guidance on creating investment strategies and estate plans to protect your legacy. They specialize in insurance for employees, executives, business owners, and small businesses, with options tailored to meet various financial needs.

Francisco Marin, Agent - New York Life is a finance and insurance agency located at 9280 West Stockton Boulevard, Elk Grove, California, United States. Specializing in permanent policies with guaranteed death benefits and cash value growth, the institution offers long-term coverage that is highly customizable to individual needs and budgets. Clients have the option to invest their policy's cash value in the market, providing potential market gains. The institution also offers investments designed to help pay for college expenses and other education costs. Additionally, Francisco Marin, Agent - New York Life provides insurance solutions for employees, executives, business owners, and small businesses, with options to help them thrive and protect their financial futures. The institution offers expert guidance in creating investment strategies and planning for future financial needs, as well as assistance in setting up estate plans to protect legacies.