Linker Financial Group

Linker Financial Group is a financial planner in Fresno, CA. The firm serves pre-retirees, retirees, generational families, and business owners, focusing on specific needs such as retirement transitions, multi-generational wealth transfer, and business financial health. Their practice has been active since 1987, operating under a "Wealth Care" approach that blends investment strategy, tax planning, and long-term care solutions. The team includes Ray Linker, President and CEO, and Brandon Linker, a certified financial planner, supported by operations and administrative staff who manage the firm's day-to-day functions.

The firm offers a suite of services designed to address different stages of financial life. These include comprehensive financial planning, tailored investment management, and strategic estate planning support. They provide designing your retirement services to help clients transition with clarity, along with family-focused tax strategies aimed at minimizing current taxes and preserving future wealth. Insurance planning is also available to address potential risks for clients' families. The investment management process involves creating portfolios aligned with specific goals, risk tolerance, and timelines, with adjustments made as life circumstances and markets evolve. Estate planning support is coordinated with legal and tax professionals to ensure assets are passed on according to client wishes.

The office is located at 2440 West Shaw Avenue, Suite 101. It sits on West Shaw Avenue, about half a mile from the E-Two Ditch canal and North Marks Avenue. Slater Elementary School and Lions Park are also within three-quarters of a mile of the location. North West Avenue is another nearby road in the immediate area.

Linker Financial Group holds a rating of 4.30 based on customer reviews. This positive feedback reflects the experience of clients who have engaged with the firm for their financial planning needs. The business has maintained its presence in Fresno since 1987, providing consistent guidance to local families and individuals.

As a financial planner in Fresno, Linker Financial Group combines decades of experience with a personalized approach to help clients navigate their financial journeys with confidence.

Services:

• Estate Planning
• Family Wealth Care Planning
• Family-Focused Tax Strategies
• Retirement Planning
• Tailored Investment Management