Business List: Investment Management Firms in Modesto, CA, United States

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Azevedo Investment Corporation 4230 Kiernan Ave Ste 200, Modesto, CA 95356
20954xxxx6 she***@a********************.com
Primerica [Jose Pulido] 4230 Kiernan Ave STE 145, Modesto, CA 95356
20954xxxx7 aud***********@p********.com 5 3 149617 3790 162000
Baker Real Estate & Investments 610 13th St, Modesto, CA 95354
20957xxxx0 3 2
Investment Property Management 718 E F St, Oakdale, CA 95361
20984xxxx1 ipm**************@g****.com 3.7 16 582077 46
Kathy Rodriguez and Associates 3001 Coffee Rd Ste 3, Modesto, CA 95355 20965xxxx7
Mraz, Amerine & Associates, Inc. 1120 13th St suite c, Modesto, CA 95354
20959xxxx0 con****@m*************.com
Bloemhof Wealth Management 1150 W Main St Ste 200, Ripon, CA 95366
20925xxxx3 Con***@b*********.com
Risk Mitigators & Advisors 2525 Alluvial Ave Ste 151 Clovis, CA 93611
55954xxxx0 adm**@r*************.net
Integral Investment Advisors Inc 1111 I St, Modesto, CA 95354
20933xxxx0 bra*****@2*********.com
Securities America Inc 1604 Ford Ave Ste 7, Modesto, CA 95350
20952xxxx7 aad********@s****************.com
Harmon Financial 1324 G St Modesto, CA 95354
20952xxxx0 bet**@h***********.com 4.8 4 5 9 64 63
Morgan Stanley Wealth Management 1020 10th St, Modesto, CA 95354
20952xxxx0 aar***********@m***********************.com
Oliveira Wealth 810 Standiford Ave, Modesto, CA 95350 20957xxxx2 5 21
Delta Pacific Investment Management 1111 I St Suite 304, Modesto, CA 95354
20933xxxx0 j.d***@d*************.com 5 1
Morgan Stanley Financial Advisors 1020 10th St 2nd Floor, Modesto, CA 95354
20952xxxx0 acm***********@m************.com 4 4
Lynch Investment Management-Raymond James Financial 1601 I St Ste 340 Modesto, CA 95354 20957xxxx4
Wells Fargo Advisors 3456 MCHENRY AVE, MODESTO, CA 95350
20957xxxx0 acc*****************@w*********.com 153083 11
Onward Wealth Management - Ameriprise Financial Services, LLC 1301 L St, Ste 2, Modesto, CA 95354
20957xxxx3 adr**************@a***.com
John Bellizzi - Morgan Stanley 1020 10th St 2nd Floor, Modesto, CA 95354
20957xxxx6 acc**********@m************.com
PMI Central Valley 515 13th St 205 205, Modesto, CA 95354
20990xxxx4 gar**********@p***************.com 5 10
Thorson Financial Estate Management, Inc. 1101 Standiford Ave # C2, Modesto, CA 95350
20952xxxx0 dan**@t***************.com 4.2 5 61 63
Stanislaus Property Management 1407 Sunrise Ave, Modesto, CA 95350
20957xxxx4 deb********@s*********.com 2.9 76 102
Ken’s Modesto, CA 95350 20938xxxx7
My Retirement Exit 9245 Laguna Springs Dr Ste 200 Elk Grove, CA 95758
88858xxxx7 5 1
Robert S Nicholson - Ameriprise Financial Services 1301 L St Ste 3 Modesto, CA 95354
20957xxxx3 dns*****@a***.com 1 1
Fountainhead Private Wealth Management 222 S Thor St Ste 17, Turlock, CA 95380 20966xxxx2
Edward Jones - Financial Advisor: Eric Johnson 1700 Standiford Ave Ste 130, Modesto, CA 95350 20954xxxx5
California Debt Relief Help | Debt Consolidation & Settlement Company 1400 K St, Modesto, Ca 95354
20939xxxx1 inf*@a************************.org 5 5
Swain Financial Services 611 13th St, Modesto, CA 95354
20952xxxx6 ara****@j**************.com 5 2
Sarkis Realty & Investment Co 2029 Scenic Dr, Modesto, CA 95355 20957xxxx0
Flagstar Bank 901 N Carpenter Rd, Modesto, CA 95351
20952xxxx0 aar********@f*******.com
Michele W McCall - Edward Jones 1150 9th St Ste 1215 Modesto, CA 95354
20984xxxx6 a.j*********@e**********.com 87586 100000
Graceada Partners 1300 K St 2nd Flr, Modesto, CA 95354
20957xxxx0 car****@g***************.com 4.8 41
Northwestern Mutual 1300 K St A, Modesto, CA 95354
20957xxxx3 abb*****@n*****************.com 107329 16242 108000
Edward Jones - Financial Advisor: Brad Blakeley 1700 Standiford Ave Suite 130, Modesto, CA 95350
20954xxxx5 a.j*********@e**********.com 5 1 158 167
Dora Villa - Ameriprise Financial Services 2853 Geer Rd Ste C Turlock, CA 95382
20967xxxx0 dns*****@a***.com
Edward Jones - Financial Advisor: Dean McCoy 1020 15th St Ste 13 Modesto, CA 95354
20952xxxx9 a@e**********.com 5 1 87586 100000
Tony Trevino Cfp 1101 Sylvan Ave, Modesto, CA 95350 20957xxxx0
Transworld Business Advisors of Modesto 2937 Veneman Ave Suite A210, Modesto, CA 95356
20962xxxx5 aal*@t*****.com 5 1
Cristian Spence-Financial Advisor 134 S Maag Ave, Oakdale, CA 95361
20984xxxx1 amb*********@b************.com
Gene Carrillo Jr - Financial Advisor, Ameriprise Financial Services, LLC 1301 L St #3, Modesto, CA 95354
20957xxxx0 dns*****@a***.com 5 1 305
Eddie Zeiter - Private Wealth Advisor, Ameriprise Financial Services 1301 L St Ste 2, Modesto, CA 95354
20957xxxx3 adr**************@a***.com
TSM Wealth Management 1317 Oakdale Rd, Modesto, CA 95355
20952xxxx6 dia***@t***********.com
Faircloth Wealth Management of Raymond James 832 12th St, Modesto, CA 95354
20957xxxx7 aar************@r***********.com
Turlock Broadway Investments 120 N Broadway Turlock, CA 95380 20966xxxx4
Pinedo Financial Services, Inc. 3340 Tully Rd Suite B5, Modesto, CA 95350
91671xxxx4 ste************@l**.com 22 23
Edward Jones - Financial Advisor: Sal Guerrero III 2909 Coffee Rd Ste 7 Modesto, CA 95355
20952xxxx5 a.j*********@e**********.com 5 2
Michael Maddox - Stifel 1549 McHenry Ave, Modesto, CA 95350
20935xxxx3 mad****@s*****.com 4773 5200
Edward Jones Invstmnts 101 S Walnut Ave Ripon, CA 95366 20959xxxx3 5 1
Merrill Lynch 801 10th St Modesto, CA 95354 20957xxxx0
Edward Jones - Oakdale Financial Advisor - Michele E Weber 202 E F St Oakdale, CA 95361
20984xxxx6 a.j*********@e**********.com 87586 100000
JGI Agent, Steele Insurance Agency 2881 Geer Rd, Turlock, CA 95382
20968xxxx9 jac***@c*********.com
KC Matthys - Morgan Stanley 1020 10th St 2nd Floor, Modesto, CA 95354
20957xxxx1 acc**********@m************.com
Chad Webster - BancWest Investment Services Wealth Financial Advisor 1401 Oakdale Rd, Modesto, CA 95355
20940xxxx0 aab****@b************.com 5 1
Granite Wealth Management 4101 Tully Rd #301, Modesto, CA 95356
20984xxxx4 ada*@g***************.com 5 6 86 9 92
VALIC Financial Advisors Office 1150 9th St #1212, Modesto, CA 95354
20957xxxx0 aar***********@v****.com 4 1
Cristian Spence-Financial Advisor 2101 Fulkerth Rd, Turlock, CA 95380
20965xxxx2 abc***@b************.com
Goldman Sachs Personal Financial Management 1200 Scenic Dr, Modesto, CA 95350
20953xxxx5 dns******@c********.com
Dameron Associates 1419 K St, Modesto, CA 95354 20957xxxx0
Money Concepts | Rhodes Financial Group 3340 Tully Rd d2, Modesto, CA 95350
20954xxxx0 a@m************.com 4.6 153 69128 796 68000
Select Wealth Advisors Inc 1101 Sylvan Ave Ste C203, Modesto, CA 95350 20957xxxx0
Central Financial Management Group INSIDE Integrity Mortgage, 3540 Oakdale Rd Suite A-1, Modesto, CA 95350
20952xxxx1 reg***@c****************.com 3.7 15
Gregory A. Crosby, CFP 1101 Sylvan Ave, Modesto, CA 95350
20957xxxx0
Real Property Management Central Valley - Modesto 601 14th Street, Modesto, CA 95354
20957xxxx2 abr****@r***************.com 4.2 97
5 44
Onward Wealth Management - Ameriprise Financial Services 1301 L St Ste 2, Modesto, CA 95354
20957xxxx3 adr**************@a***.com
DeJong Financial Group, Inc. : KAREN DEJONG 1214 11th St #4, Modesto, CA 95354 20940xxxx9
Byproxy 220 W Rumble Rd, Modesto, CA 95350 20957xxxx1
Titan Capital Management LLC 1500 J St #1123, Modesto, CA 95354
20952xxxx9 abe@t************.com
Associa Northern California 1209 Woodrow Ave, Modesto, CA 95350
20957xxxx0 aaz*****@a************.com 2.5 6 330127 329000
American Asset & Wealth Management 1111 J St STE G-111, Modesto, CA 95354 20986xxxx0
Harmon Financial Corporation 1324 G St, Modesto, CA 95354
20952xxxx0 b.n*******@h***********.com 4.8 4
U.S. Bancorp Investments - Financial Advisors: Modesto 2008 McHenry Ave, Modesto, CA 95350
20949xxxx7 aar************@u*****.com 5 1 345679 5083 348000
Integral Investment Advisors 1111 I St Ste 304 Modesto, CA 95354
20933xxxx0
All Premier Property Management 2028 W Orangeburg Ave Suite C, Modesto, CA 95350 20956xxxx2
Edward Jones - Financial Advisor: Jeff Borden 6624 3rd St Riverbank, CA 95367
20950xxxx6 acc**********@e**********.com 87586 100000
Liberty Property Management - Modesto 1120 Scenic Dr, Modesto, CA 95350
20957xxxx4 dwa*****@l************************.com 4.4 937 2797 87 2900
Edward Jones - Financial Advisor: Michele W McCall, AAMS™ 1150 9th St Ste 1215, Modesto, CA 95354
20984xxxx6 a.j*********@e**********.com 87586 100000
Securities America 1604 Ford Ave, Modesto, CA 95350
20952xxxx7 ala**********@s****************.com
Edward Jones - Financial Advisor: Bryan T Greaves 151 California Ave Ste B Oakdale, CA 95361
20984xxxx2 acc**********@e**********.com 5 1 87586 100000
Blom & Howell Financial Planning 3340 Tully Rd # B4, Modesto, CA 95350
20985xxxx7 gar*@b************.com 5 3
Thomas M. Oliveira 1601 I St Ste 340, Modesto, CA 95354
20957xxxx2 5 2
Stifel 1549 McHenry Ave, Modesto, CA 95350
20935xxxx0 and***************@s*****.com 4772 5200
Berger Asset Management Inc. 701 E Canal Dr, Turlock, CA 95380
20963xxxx8 gen****@b*******.com
Pension Management Consultants, Inc. 1165 Scenic Dr, Modesto, CA 95350
20957xxxx3 sup****@p******.com
Land Group Inc 1110 Tully Rd, Modesto, CA 95350
20957xxxx1 con****@t***********.net
Ameriprise Financial Advisors 2853 Geer Rd Ste C Turlock, CA 95382 20966xxxx8
Lenfest & Associates - Ameriprise Financial Services, LLC 726 14th St D, Modesto, CA 95354
92594xxxx8 dns*****@a***.com
Esco, Hanan, and Associates - Ameriprise Financial Services 1455 E G St Ste C Oakdale, CA 95361
20923xxxx8 cas*************@a***.com 277 283
Ameriprise Financial Advisors 1301 L St Ste 3 Modesto, CA 95354 20952xxxx3
California Asset Management 2937 Veneman Ave, Modesto, CA 95356 20957xxxx3
Kemper CPA Group LLP - Accounting & Tax Services 1700 Standiford Ave # 200, Modesto, CA 95350
20952xxxx0 aan******@k********.com 4.2 5 4.9 26 1075 42 1100
LL & Co. Investments Turlock, CA 95380 20921xxxx5 5 1
Kenneth E Boone Weatlh Management 723 W F St Oakdale, CA 95361
20984xxxx0 jos*@k*******.com
Ameriprise Financial Advisors 121 W Main St Ste G Turlock, CA 95380
20966xxxx2 bri*********@a***.com
Titan Capital Management 1500 J St, Modesto, CA 95354 20952xxxx9 abe@t************.com
Sadhna Lal Financial advocate Modesto, CA 95353
20949xxxx8 aud***********@p********.com 149617 3790 162000
Centerra Capital 1020 10th St #300, Modesto, CA 95354
20952xxxx2 kri***@c**************.com
Krystle Gonzales at Guaranteed Rate (NMLS #2238430) 823 15th St, Modesto, CA 95354
20920xxxx7 and********@c****************.com 5184 76000
2238430
Edward Jones - Financial Advisor: Angela M Silva 3020 Floyd Ave Ste 115 Modesto, CA 95355
20955xxxx4 acc**********@e**********.com 87586 100000
Sensiba 5960 Inglewood Dr Ste 201 Pleasanton, CA 94588
92527xxxx0 aar**@s*****.com 1.7 7 462 51 476
Raymond James 1700 Standiford Ave Ste 230, Modesto, CA 95350
20984xxxx0
Seivert Mark 2853 Geer Rd, Turlock, CA 95382 20966xxxx9
G k Investment Services Salida, CA 95368 20924xxxx8
Geno Lenfest - Private Wealth Advisor, Ameriprise Financial Services, LLC 726 14th St D, Modesto, CA 95354
92594xxxx8 dns*****@a***.com
American Asset & Wealth Mgmt 1111 J St, Modesto, CA 95354
20924xxxx5 dan****@f*************.com
GreenGate Property Management 1209 Woodrow Ave Suite A-1, Modesto, CA 95350
20954xxxx7 sta***@g**********.com 2.8 46 127 129
Merrill Lynch Financial Advisor Scott M MacDonald 801 10th St 7th Floor, Suite 1, Modesto, CA 95354
20957xxxx5 ban********************@m*.com
Esco, Hanan, and Associates - Ameriprise Financial Services 206 Tampa St Turlock, CA 95382
20966xxxx2 cas*************@a***.com 277 283
The Earle Group - Morgan Stanley 1020 10th St 2nd Floor, Modesto, CA 95354
20957xxxx8 acc**********@m************.com
Brian M Nash - Morgan Stanley 1020 10th St 2nd Floor, Modesto, CA 95354
20957xxxx7 ade***********@m************.com 3 1
Financial Network Investment Corp 2937 Veneman Ave Ste B100, Modesto, CA 95356 20957xxxx3 ada***@f***************.com 1960 109 2200
Sunrise Financial Services 612 14th St Modesto, CA 95354 20957xxxx2
Centerstone Family Wealth Advisors - Ameriprise Financial Services 2853 Geer Rd Ste C, Turlock, CA 95382
20938xxxx1 abi**********@a***.com 16 18
Luminary Financial Planning 2712 Marlboro Pl, Modesto, CA 95355
20960xxxx9 nic***@l************************.com
Merrill Lynch Wealth Management 801 10th St Suite 1, Modesto, CA 95354
80093xxxx5 ale*********@m*.com 3.7 3
Azevedo Investment Corp 4230 Kiernan Ave Ste 200, Modesto, CA 95356
20954xxxx6 joh*@a********************.com
Central Financial Management Group 3540 Oakdale Rd, Modesto, CA 95357
20952xxxx1 reg***@c****************.com 3.7 15
2 4
Edward Jones - Financial Advisor: Brandon Cody 1020 15th St Ste 13 Modesto, CA 95354
20952xxxx9 a.j*********@e**********.com 87586 100000
LL & Co. Investments 202 W Main St Turlock, CA 95380 20921xxxx5
Sally A Souza - Financial Advisor, Ameriprise Financial Services 2853 Geer Rd Ste C, Turlock, CA 95382
85529xxxx2 dns*****@a***.com
Principal Financial Group 301 Banner Ct Ste 1 Modesto, CA 95356
80045xxxx7 aar*********@p********.com 1 1 165 179
Legacy Financial Advisors 1508 Coffee Rd Ste D Modesto, CA 95355
20923xxxx0
Capital Management Group 1101 Sylvan Ave Ste B12 Modesto, CA 95350 20957xxxx0
Edward Jones - Financial Advisor: Bella Youri 3640 Geer Rd Turlock, CA 95382
20966xxxx8 a.j*********@e**********.com 5 7 5 2
Sarkis Realty 1014 Mchenry Ave, Modesto, CA 95350 20957xxxx0
Kenneth E Boone Wealth Management 335 N 3rd Ave, Oakdale, CA 95361
20984xxxx0 jos*@k*******.com
The Lattig Scott Group of Raymond James 832 12th St Suite 601, Modesto, CA 95354
20957xxxx7 aar**********@r***********.com 5 3 17485 18000
Oliveira Wealth 810 Standiford Ave Ste 3, Modesto, CA 95350 20957xxxx2 sup****@w***********.com 194
Edward Jones - Financial Advisor: Nicholas Ogden 2098 E Canal Dr, Turlock, CA 95380 20966xxxx2
Merrill Lynch Financial Advisor Derek James Nan 801 10th St Suite 1, Modesto, CA 95354
20957xxxx5 ban********************@m*.com
Granite Wealth Management 4101 Tully Rd, Modesto, CA 95356
20984xxxx4 inf*@g***************.com
Crosby Trevino & Assoc 1101 Sylvan Ave Ste B-2 Modesto, CA 95350
20957xxxx0
Spark Financials Boesch Dr, Ripon, CA 95366
20970xxxx9 dm@s********.com 5 2
Financial Services Alliance 3202 Atchison St, Riverbank, CA 95367 20986xxxx0
Merrill Investment & Retirement Financial Center 3416 McHenry Ave, Modesto, CA 95350
20954xxxx2 dar************@m*.com
Cristian Spence-Financial Advisor 411 W Main St, Ripon, CA 95366
20959xxxx5 amb*********@b************.com
Asset Creation Financial and Insurance Services 605 Standiford Ave # M, Modesto, CA 95350
20936xxxx1 bet****@a*************.com
The Elrod & Runyan Group - Morgan Stanley 1020 10th St 2nd Floor, Modesto, CA 95354
20957xxxx1 acc**********@m************.com
Wells Fargo Advisors 515 Lyell Dr Suite 103, Modesto, CA 95356
20952xxxx1 ant************@w*****************.com 5 1 188196 189000
Cristian Spence-Financial Advisor 3801 Pelandale Ave, Modesto, CA 95356 20954xxxx0
The Cook and Robles Group - Morgan Stanley 1020 10th St 2nd Floor, Modesto, CA 95354
20952xxxx0 acc**********@m************.com
Seivert & Associates - Ameriprise Financial Services 2853 Geer Rd Ste C Turlock, CA 95382
20938xxxx1 abi**********@a***.com 16 18
Crawford Financial Planning 3501 Coffee Rd #6, Modesto, CA 95355 71458xxxx8
The Investment Consulting Group 121 Rue De Yoe, Modesto, CA 95354
20957xxxx4 ma**@t******.net 5 4
Edward Jones - Financial Advisor: Dean McCoy, CFP®|AAMS™ 1020 15th Street, Suite 13, Modesto, CA 95354
20952xxxx9 a.j*********@e**********.com 5 1 87631 100000
Merrill Lynch Wealth Management 801 10th St, Modesto, CA 95354
80093xxxx5 ban********************@m*.com
Chad Webster-Bancwest Investment Services Wealth Financial Advisor 1401 Oakdale Rd, Modesto, CA 95355
20940xxxx0 aab****@b************.com 40848 177 41000
California Asset Management 2937 Veneman Ave # B100, Modesto, CA 95356 20957xxxx3
Gene Carrillo Jr - Ameriprise Financial Services 1301 L St Ste 3 Modesto, CA 95354
20957xxxx0 dns*****@a***.com 3 2 298 305
Edward Jones - Financial Advisor: Jeron J Brown 2098 East Canal Dr Turlock, CA 95380
20966xxxx2 acc**********@e**********.com 5 1
Crawford Financial Planning & Consulting 3501 Coffee Rd Ste 6 Modesto, CA 95355
20957xxxx1 *re*@c*********.com
Berger Asset Management Inc 627 13th St, Modesto, CA 95354
20963xxxx8 gen****@b*******.com
United Capital Financial Advisors 1200 Scenic Dr #111, Modesto, CA 95350
20953xxxx5 car****@u******************.com 5 2
Integral Investment Advisors, Inc 605 E Main St, Turlock, CA 95380
20933xxxx0 inf*@i**************.com
Defined Plan Advisors 1012 11th St #200, Modesto, CA 95354
20956xxxx5 inf*@d******************.com 62
Happy Investments - Modesto 2900 Standiford Ave Ste16-B, 406C Modesto, CA 95350
20935xxxx0 hii****@g****.com
The AG Group - Morgan Stanley 1020 10th St 2nd Floor, Modesto, CA 95354
20957xxxx0 acc**********@m************.com
Yoder Realty & Management, INC. 1709 Tully Rd, Modesto, CA 95350
20954xxxx7 jan*@y**************.com 2.8 25
Rooted Wealth Management - Raymond James 1101 Sylvan Ave C-101, Modesto, CA 95350
20944xxxx0
Wealth Incorporated Valley 1101 Sylvan Ave Ste C203, Modesto, CA 95350
20957xxxx0 all**@v***********.com
Brian Hoekman - Financial Advisor, Ameriprise Financial Services 1301 L St Ste 2, Modesto, CA 95354
20957xxxx3 adr**************@a***.com
Faircloth Wealth Management of Raymond James 832 12th Street, Suite 601, Modesto, CA 95354
20957xxxx7 aar**********@r***********.com 17485 18000
Umpqua Bank 1300 K St Ste C, Modesto, CA 95354
20959xxxx0 abc*******@u*********.com 4.2 5 3.9 1189 50653 660 49000
Citizens Financial Security 4719 Greenleaf Ct Modesto, CA 95356 20954xxxx6
Sally A Souza - Ameriprise Financial Services 2853 Geer Rd Ste C Turlock, CA 95382
85529xxxx2 dns*****@a***.com
Zyx Wealth 931 10th St Ste 303 Modesto, CA 95354
20973xxxx6