california Date: 09-25-2025

Top 15 Financial Advisors in Napa, CA

	Financial Advisor	Address
1	♠ Edward Jones - Financial Advisor: Justin Gomez, CFP®\|CIMA®	1721 1st St, Napa, CA 94559
2	♠ Edward Jones - Financial Advisor: John R Cowles	1834 Soscol Ave Suite B, Napa, CA 94559
3	♠ Bernie Peacock - First Priority Financial, Inc.	700 Central Ave, Napa, CA 94558
4	♠ Morgan Stanley Financial Advisors	700 Main St Suite 315, Napa, CA 94559
5	♠ Vintage Wealth Advisors	513 Lincoln Ave, Napa, CA 94558
6	♠ Elite Financial Company	1415 Jefferson St, Napa, CA 94559
7	♠ Napa Wealth Management	1836 2nd St, Napa, CA 94559
8	♠ New Aspect Financial Services, LLC	1475 4th St, Napa, CA 94559
9	♠ Merrill Lynch Wealth Management	700 Main St, Napa, CA 94559
10	♠ Compass Financial Group - UBS Financial Services Inc.	1455 First Street Napa Mall 145, 3rd Floor, Napa, CA 94558
11	♠ UBS Financial Services Inc.	1455 1st St Suite 300, Napa, CA 94559
12	♠ American Financial	1300 1st St Suite 368, Napa, CA 94558
13	♠ Associated Tax & Financial Services	3035 Solano Ave, Napa, CA 94558
14	♠ Benjamin Bergfelt - UBS Financial Services Inc.	1455 First Street Napa Mall 145, 3rd Floor, Napa, CA 94558
15	♠ 5T Wealth, LLC	595 Coombs St, Napa, CA 94559

1.Edward Jones - Financial Advisor: Justin Gomez, CFP®|CIMA®

Address: 1721 1st St, Napa, CA 94559

(3) user ratings total:

Julia Rock Justin and Jennifer are both delightful to work with! Justin has managed our account for the past two years with great success. They follow up with us regularly and keep us informed as the market changes. The thoughtful cards and gifts they deliver throughout the year are a nice touch, Justin even delivered an apple pie to our house for July 4th! Investing can be overwhelming and scary but Justin Gomez makes it easy to understand and, even better make a nice return. Jennifer is incredibly helpful and friendly. We are so happy to be here!

5 /5

2.Edward Jones - Financial Advisor: John R Cowles

Address: 1834 Soscol Ave Suite B, Napa, CA 94559

(2) user ratings total:

Jacqueline Shapiro Excellent customer focus. Johns great listening skills provided me with excellent financial services that met my needs precisely. I highly recommend Johns financial expertise

5 /5

3.Bernie Peacock - First Priority Financial, Inc.

Address: 700 Central Ave, Napa, CA 94558

(2) user ratings total:

Joey G I have gotten many loans from Bernie over the past 20 years. New houses Ive purchased as well as re-finances. Before Bernie, Ive used several others but have never been back to them. After my first loan with Bernie, I never looked any further. I go to him every time. He knows what hes doing, hes totally honest, wont steer you wrong, and hes a great guy to sit and talk to. Hes the best.

5 /5