Financial Advisor in Fresno, CA

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About Search Results

YP - The Real Yellow PagesSM - helps you find the right local businesses to meet your specific needs. Search results are sorted by a combination of factors to give you a set of choices in response to your search criteria. These factors are similar to those you might use to determine which business to select from a local Yellow Pages directory, including proximity to where you are searching, expertise in the specific services or products you need, and comprehensive business information to help evaluate a business's suitability for you. “Preferred” listings, or those with featured website buttons, indicate YP advertisers who directly provide information about their businesses to help consumers make more informed buying decisions. YP advertisers receive higher placement in the default ordering of search results and may appear in sponsored listings on the top, side, or bottom of the search results page.

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The Price Company

1. The Price Company

BBB Rating: A+

Fresno, CA 93704

(888) 558-1817

From Business: The Price Company has over 35 years of experience in designing, installing & administering qualified retirement plans for corporations, partnerships, and the self…

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KNPZ Insurance Services
YP Preferred

3. KNPZ Insurance Services

BBB Rating: A+

2377 W Shaw AveFresno, CA 93765

(559) 226-0490
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8. Linker Financial Group, Inc.

(7)
BBB Rating: A+

7575 N Cedar Ave Ste 102Fresno, CA 93720

(559) 650-2929

When I first heard about Linker Financial Group my mom had been living in Arizona and wasn't doing well. She needed to leave Arizona and come live n…

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9. Ford Carole R MS Cfp

6715 N Palm AveFresno, CA 93704

(559) 449-8690

Carole is a great Fresno financial consultant - Her firm providers personal financial consultation, investment services, asset management and financ…

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10. Financial Alliance

(1)
BBB Rating: A+

2350 W Shaw AveFresno, CA 93711

(559) 252-1474

From Business: Certified Financial Planner since 1987 Tax Preparation since 1976

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Capital Financial Services

11. Capital Financial Services

6715 N Palm Ave Ste 116Fresno, CA 93704

(559) 385-2500

From Business: The offices of Sandra Horg & Jason Horg, Rick Kazanjian, Devin Shaeffer and Mitch Reinhardt, CFP.

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Wells Fargo Advisors

12. Wells Fargo Advisors

7102 N Fresno StFresno, CA 93720

(559) 437-2200

From Business: A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, ser…

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Terry Stone - Ameriprise Financial Services, Inc.

13. Terry Stone - Ameriprise Financial Services, Inc.

555 W Shaw Ave Ste B5Fresno, CA 93704

(559) 222-7646

From Business: The advisor listed is an Ameriprise financial advisor in Fresno. Comments are not verified, may not be accurate and are not necessarily representative of the expe…

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Banuelos John N EA CFP

14. Banuelos John N EA CFP

2350 W Shaw Ave Ste 101Fresno, CA 93711

(559) 252-1474

From Business: John Banuelos, owner of Financial Alliance, has been advising clients on various tax and financial issues for over 36 years. John received his Bachelor of Science…

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Edelman Financial Engines

15. Edelman Financial Engines

9423 N Fort Washington Rd Ste 104Fresno, CA 93730

(559) 434-9800

From Business: The Edelman Financial Engines Advisor Center in Fresno serves the areas of Merced, Mariposa, Madera and Fresno counties. Visit with an investment advisor for help…

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16. Rafael M Valencia Accounting & Financial Consulting

4136 N Hughes AveFresno, CA 93705

(559) 515-5179
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Merrill Lynch Wealth Management

17. Merrill Lynch Wealth Management

5260 N Palm Ave Ste 100Fresno, CA 93704

(559) 436-3338

From Business: Welcome to Merrill Lynch in FRESNO, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and in…

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18. Crown Financial Group Inc

2501 W Shaw Ave Ste 120Fresno, CA 93711

(888) 595-7730
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Rob Cozzi, Jr., CLF, RICP

19. Rob Cozzi, Jr., CLF, RICP

1350 E Spruce Ave Ste 100Fresno, CA 93720

(559) 261-2000

From Business: Rob works with both the public and private sectors in lifestyle planning maintaining clients in California and Texas. Rob works with a team to help business owner…

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Roloff Retirement Solutions, Inc.

20. Roloff Retirement Solutions, Inc.

7780 N Fresno St Ste 101Fresno, CA 93720

(559) 408-7439

From Business: As your trusted financial advisory firm, our mission is to provide our clients with the knowledge and expertise they need to make educated financial decisions. In…

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Freedom Equity Group Nationwide Executives

21. Freedom Equity Group Nationwide Executives

2613 E Ashlan AveFresno, CA 93726

(559) 416-0328

From Business: Living Benefits Insurance, Tax Free Retirement Plans, Lifetime Income Annuities,Traditional Insurance Replacement Services, Upgrade Traditional Insurance to Revol…

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Ilovetocreate

22. Ilovetocreate

5673 E Shields AveFresno, CA 93727

(559) 291-4444

From Business: iLoveToCreate is a manufacturer of crafts and hobby ceramics products, serving crafters, hobby ceramists and artists throughout the world for more than 50 years. …

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23. Sansom, Robert

5260 N Palm AveFresno, CA 93704

(559) 436-3313

From Business: Welcome to Merrill Lynch in FRESNO, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and in…

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24. Moseley, Scott

5260 N Palm AveFresno, CA 93704

(559) 436-3368

From Business: Welcome to Merrill Lynch in FRESNO, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and in…

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25. Franzman, Taylor

5260 N Palm AveFresno, CA 93704

(559) 436-3333

From Business: Welcome to Merrill Lynch in FRESNO, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and in…

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26. Stratton, Tanya, CFP

5260 N Palm AveFresno, CA 93704

(559) 436-3309

From Business: Welcome to Merrill Lynch in FRESNO, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and in…

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27. Fraser, Gregory

5260 N Palm AveFresno, CA 93704

(559) 436-3362

From Business: Welcome to Merrill Lynch in FRESNO, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and in…

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28. Baumstark, Peter

5260 N Palm AveFresno, CA 93704

(559) 436-3322

From Business: Welcome to Merrill Lynch in FRESNO, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and in…

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29. Radiant Financial Partners

5703 N West AveFresno, CA 93711

(559) 261-9300
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30. Estrada Robert M

6445 N Palm AveFresno, CA 93704

(559) 447-2378
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Helpful Reviews 
Linker Financial Group, Inc.
nicoled. rated
When I first heard about Linke...

When I first heard about Linker Financial Group my mom had been living in Arizona and wasn't doing well. She needed to leave Arizona and come live near us at a nursing home. During this time my grandma passed away and my mom inherited some money. This was a huge concern to me because I didn't want my mom to lose what little money she had. This all happended in a 3 week period and I panicked. When I met with Linker everyone was kind and explained the options to protect her funds and get assistance in paying the nursing home bills. I was so relieved to find a company that could help during such a hectic time. Since they have gotten Medi-Cal in place they have continued to help with all of my questions and anything that has come up. Because of the assistance I received I was able to focus on my mom and not worry about getting Medi-Cal. I thank the Lord that I was referred to Linker Financial.

Linker Financial Group, Inc.
reginab. rated
When my mother was unable to t...

When my mother was unable to take care of herself because of Alzheimer's disease we needed help to pay for her needs. We hired Linker Financial for help with her Medi-Cal application and it was the best thing we did. Everyone at Linker was polite and helpful and they all seem to be caring people. Mom passed away last month and they have continued to help through the extensive process.Thank you so much for all the help and support.

Linker Financial Group, Inc.
mitchshaw27 rated
I first became concerned about...

I first became concerned about 'Asset Preservation' when it became apparent the mounting cost of my mother's care (advanced Alzheimer's) would far exceed the sum total of everything my parents had worked a lifetime to build. I became aware of Linker Financial through friends going through the same turmoil and stress who had heard about LFG through Kaiser. Linker Financial Group specializes in Asset Protection and Estate Preservation among other things 'financial.'We called and scheduled a preliminary conversation and then met with Ray Linker, President and CEO of Linker Financial Group, and Louis Pacella, an attorney Ray works with here in Southern California. I'm not going to lie. I'm not going to gloss over my skepticism or initial discomfort. These discussions are uncomfortable and deal with subjects all of us would rather not have to deal with. However, both Ray and Louis were candid and forthright and left me feeling comfortable moving forward with the relationship to warrant retainers for each of them.The process is long, extremely complex and arduous - can't think of a better word. In many cases, as our advocate, their staff was working with government agencies and officials. There were times I was frustrated others when I was a bit confused, but Ray and his staff ""stayed with us"" reassuring us every step of the way. Perhaps, more to the point, Ray had given us an estimated cost for handling my mother's estate issues which turned out to be far more complicated and time consuming than any of us realized. He honored that estimate despite the fact he had to invest exponentially more time helping us resolve all of these issues successfully. As a businessman I know just how expensive those costs can be and how quickly they can mount up. I also know how much it means to do business with a person or a company willing to step up and keep their promises.In the end, LFG's efforts resulted in protecting more than $100,000 in assets: a substantial part of my parent's estate. They did exactly what they said they would do and much, much more. They invested far more time in the project than they thought they might have to and never brought it up, not even in conversation. While I can't promise that everyone will have the same outcome or result, I can tell you that Ray Linker and LFG, along with Louis Pacella, will be doing our estate planning and that I have recommended that when the time comes, our kids take advantage of their specialized expertise and honest effort.

Linker Financial Group, Inc.
ms.linda.q rated
I worked with Garrett Linker a...

I worked with Garrett Linker and I found him to be very professional and helpful. He worked hard to make sure our family was taken care of in a timely matter. I appreciated his due diligence and would use his services again if needed. Thank you Garrett:))

Linker Financial Group, Inc.
janetfredette rated
I just wanted to thank you so ...

I just wanted to thank you so much for your speedy results in assisting my family. I am impressed with the professionalism I have received by your associates during our family's difficult time. It is rare to find such a great group of professionals. Not too many people take such great pride in their work.Once again, THANK YOU so very much!