Financial advisors in Patterson, CA

Looking for a financial advisor in Patterson, CA? We list 2 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.

2Advisors with offices here

24Median years of experience

50%At fee-only firms

2Firms represented

Largest firms here: Melo OUT Financial (1), Cetera Investment Advisers (1).

Nearby: Crows Landing, Ceres, Keyes, Modesto, Turlock, Hughson, Ripon.

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Cetera Investment Advisers

24yrs

Philip Chao

Financial advisor

Patterson, CA

More experience than 70% of advisors nationwide

CFP®Fiduciary

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Melo OUT Financial

1yr

Michael Melo

Financial advisor

1649 Fruit Avenue
Patterson, CA 95363

1 years in the industry

FiduciaryFee-only firm

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Before you reach out

Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”3 min read

HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.3 min read

HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.3 min read