in Northern California's Gold Country
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Austin, Martha “Marty”The Home Bookkeeper Professional Fiduciary and Conservator; strong emphasis on working with clients in their homes guiding and managing personal financial & bookkeeping needs; case management. |
P.O. Box 2207 (530) 265-4432 |
Bowman AAMS CRPC, Torrey – Financial AdvisorEdward Jones Whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, we can provide personalized service and investment strategies that have proven themselves over the long-term. Let’s discuss your goals during a financial review. Contact me today. |
120 N Auburn St, Ste 110 (530) 274-3445 |
Brown CFP® AIF®, Terry MCommonwealth Financial Network Comprehensive estate and financial planning services, investments, insurance and money management. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser |
260 Colfax Ave (530) 273-1208 |
DelCol, MSA, Kimberly RM & N Tax Consultants A Certified Public Accounting firm providing tax consulting, advice and preparation of individual, fiduciary and corporate income tax returns. |
312 Colfax Ave. (530) 272-1881 |
Determan CFP® AIF®, MargieYuba River Wealth Management Acting as our clients’ Personal Wealth Navigator, we help them meet the financial challenges of their lives confidently and securely, and pursue financial security and independence. Using a consultative process, we deliver a comprehensive range of Financial Services, from Investment Management to Wealth Enhancement, Preservation and Transfer, as well as Charitable Giving. Securities and Advisory Services through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Advisor.Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser |
108 Boulder St (530) 265-9272 |
Fronk, RIA MichaelOstrofe Financial Consultants, IncFinancial Planning beyond investments. |
565 Brunswick Rd Ste 15 Grass Valley, CA 95945 (530) 273-4425 |
Haas, Stephen C.Attorney at Law Attorney with emphasis on real property law, estate planning and the representation of small businesses. |
140 Litton Drive, Suite 204 (530) 478-0803 |
Haifley EA, TomBanner Mountain Income Tax Services Specializing in tax planning and compliance for Individuals, Business, Trusts, Estates and Gift. Fiduciary Accounting services. |
312 Colfax Ave Grass Valley, CA 95945 (530) 265-5986 |
Hart, Betzi FranklinThe Law Office of Betzi Franklin Hart Estate Planning & Administration, Wills, Trusts, Powers of Attorney, Advanced Health Care Directives, Elder Law and MediCal Planning. |
563 Brunswick Rd #4 (530) 470-0639 |
Hawkins, Richard MRichard M Hawkins, A Professional Corporation Certified specialist, Estate Planning, Trust and Probate law by California Board of Legal Specialization. Estate Planning and Corporate Law. |
563 Brunswick Rd, Suite 2 (530) 272-6733 |
Hoffman RFC CLU® ChFC®, MikeMCH Financial & Insurance Services Insurance: Life (Term, Universal, Variable), Disability (Individual, Business), Group Benefits, Medical, Dental, Vision, LTD, Group Life, Long Term Care, 401K, Individual Health. Investments, IRA. Financial Planning, Estate Planning, Individual and Business Planning, Business Exit Planning. |
204 W Main St, Suite 112 (530) 274-8800 |
Keene, RichardMinor & Keene Living Trusts, Probate, Conservatorships, Trust Administration, Commercial Contracts. |
1101 Sutton Way (530) 477-2281 |
Ketcham, Daniel R. MAI, SRADaniel R. Ketcham & Associates Real Estate appraisal services for estate planning, probate trust management, property disposition, litigation support, expert witness and value consultation. |
11693 Brunswick Pines Road (530) 477-8056 |
Leave A Legacy of Nevada CountyKimberly Parker, CFRE A consortium of non-profits dedicated to widening the knowledge and use of Planned Giving in our community. |
PO Box 1810 (530) 477-9700 |
Lee, Jonathan HRobert W Baird & Company As a wealth manager, I use a comprehensive 5 step consultative process that allows me to identify the current financial challenges and needs of successful individuals and families. I use this process to develop an investment plan that seeks to maximize the probability of achieving all that is important to them. |
360 Sierra College Dr, Ste 200 (530) 271-3000 |
Logsdon, ValerieLaw Offices of Valerie M Logsdon Certified Elder Law Attorney who assists families with planning tools: Revocable Living Trusts and Wills; Durable Powers of Attorney; Advance Health Care Directives; Medi-Cal planning and implementation; Conservatorships; Probate proceedings. |
120 N Auburn St Ste 105 (530) 272-7207 |
Lyon, BeverlyLaw Offices of Beverly M Lyon Certified Specialist, Estate Planning, Trust & Probate Law (State Bar of California Board of Specialization). Both home and office appointments.“A lawyer who listens” |
PO Box 1615 (530) 575-9192 |
Meacher AAMS, Ryan – Financial AdvisorEdward Jones Whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, we can provide personalized service and investment strategies that have proven themselves over the long-term. Let’s discuss your goals during a financial review. Contact me today. |
426 Sutton Way Ste 104 Grass Valley, CA 95945 (530) 272-9092 |
Ogren EA, DianeIndividual and Fiduciary taxes. |
10826 Newtown Rd Nevada City, CA 95959 (530) 913-1285 |
Otto, RenateNetwork Real Estate Broker Associate Real Estate Broker – Unlocking the doors to seamless real estate transactions since 1994. |
167 S Auburn St (530) 272-2711 |
Owens, CPA, MS, MaryOwens Estate and Wealth Strategies Group Comprehensive estate and financial planning services, investments, insurance and money management. |
1740 E Main St Ste 101 Grass Valley, CA 95945 (530) 272-7500 |
Peake MBA CFP® EA, JanetFinancial Planning for individuals, small businesses and trusts, including retirement planning, tax and estate planning. |
416 Broad Street Nevada City, CA 95959 (530) 265-0785 |
Peterson, MatthewOwens Estate and Wealth Strategies Group Comprehensive estate and financial planning services, investments, insurance and money management. |
1740 E Main St Ste 101 Grass Valley, CA 95945 (530) 272-7500 |
Poland Esq, James L.James Poland Attorney at Law Estate Planning and Probate. |
107 W Main Street, Ste B (530) 273-5955 |
Quentmeyer, MattSierra Fiduciary Services, LLC Professional Trustee and Conservator. Ancillary services include Representative Payee Services, Power of Attorney, Decedent Estate Management, Forensic Accountings. |
PO Box 1032 (530) 273-6347 |
Summers, Douglas TRobertson, Woodford & Summers LLP Estate, fiduciary & generation skipping transfer tax planning, compliance & consulting. |
1103 Sutton Way (530) 477-6468 |
Van Dooren, CSPG, JulieAmerican Cancer Society Certified specialist in Planned Giving, working with donors and advisors on charitable gift planning. |
1545 River Park Dr, Ste 100 (916) 561-2902 |
Wells CFP® AAMS, Jeff – Financial AdvisorEdward Jones We offer numerous investments and services to help you reach your financial goals, including smart spending and borrowing options, retirement, paying for education, estate considerations and protecting your assets. Please contact me for more information. |
908 Taylorville Rd Grass Valley, CA 95949 (530) 477-7702 |
Wilkerson, Jennifer L.A Professional Corporation Certified specialist in Estate Planning, Trust & Probate Law (State Bar of California Board of Legal Specialization). Also conservatorships, trust administration and elder law. |
140 Litton Drive, Suite 204 (530) 272-4292 |
Wilson, Howard D.Retired estate planning/administration. |
10765 Banner Mine Way (530) 274-7830 |
Woodford, John RRobertson, Woodford & Summers LLP Estate and financial planning, post mortem planning, estate and trust administration and compliance including preparation of estate, gift and fiduciary income tax returns. |
1103 Sutton Way (530) 477-6468 |
Wydra, KimberlyDelta Home Loans Reverse Mortgages, Conventional, FHA, VA, USDA, HARP, Jumbo lending. |
2428 Nevada City Hwy Grass Valley, CA 95945 (530) 478-8383 |
Zwick CPA/PFS AIF®, KimFull Circle Financial Your personal CFO, providing financial planning, tax, and accounting services that help you make smart decisions about money, so you live with confidence and security. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser |
260 Colfax Ave (530) 477-9308 |