Financial advisors in Lodi, CA
46 financial advisors listed in Lodi, California. 45 with a phone number and 35 with a website.
Lodi accounts for 0% of the financial advisors listed in California and ranks #114 among California cities for financial advisors.
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Quick answer
Lodi, CA has 46 financial advisors listed on USA Business Search. 45 list a phone number and 35 list a website. The most listings are in ZIP codes 95240, 95242.
Updated October 2026H&R Block
Wells Fargo
George Lorente
OneMain Financial
Multiple Legal Service
A To Z Bookkeeping and Tax Services
A.R.Khan Tax & Services
C. L. Zuk & Associates Insurance Service, Inc.
Central Valley Financial Services
Cetera Advisor Networks Llc
Crow Financial
Dedicated Financial Services
Drummond & Associates
Edward Jones
Erin Lenser
H&R Block
H&R Block
Harvey Investments
J&s Collections Llc
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Jackson Hewitt Tax Service
Jackson Hewitt Tax Service
Liberty Tax
Liberty Tax Service Lodi
Lodi Coin & Precious Metals
Markelle H Luke
Mccann Investment Management, Llc
Merrill Investment & Retirement Financial Center
MJ Bookkeeping Services
Professional Tax Solutions
Pronto Tax 411
Quantum Tax Strategies, Inc.
RightWay Tax Solutions
Saldana & Associates
Sb Planning Inc
Tammy's Tax Service & Bookkeeping
Terry Hickey - Financial Advisor, Ameriprise Financial Services, Llc
Wake Lending
Wanda's Tax Services
Western International Securities
Western Union
Western Union
Western Union
Western Union
Western Union
Woodbridge Capital Partners
How to choose a financial advisor in Lodi
- Ask how they are paid: fees, commissions or both.
- Check licenses and any disciplinary history before you hand over money.
- Get every quote or recommendation in writing.
Check the license: FINRA BrokerCheck.
Common questions
How many financial advisors are listed in Lodi, California?
USA Business Search shows 46 financial advisors in Lodi. 45 list a phone number and 35 list a website.
Which ZIP codes do these listings cover?
They include ZIP codes 95240, 95242.
How do I choose a financial advisor in Lodi?
Ask how they are paid: fees, commissions or both. Check licenses and any disciplinary history before you hand over money. Check the license with the FINRA BrokerCheck.
How do financial advisors in Lodi compare with the rest of California?
Lodi has 0% of the 24,546 financial advisors listed in California, which ranks #114 among California cities for this category.
How do I add or fix a listing?
Listings are free. Use Add your business, or the Claim or fix link on any listing.
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