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®, 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 |
Chittock, R.G. (Ron)Professional Fiduciary Trust and Estate Administration. |
101 W McKnight Way Ste B #43 (530) 268-2083 |
Cohrt CPA/PFS, TedMcSweeney & Associates, APC Tax return preparation; tax planning; financial planning through Crossroads Financial Advisors. |
PO Box 2106 (530) 477-7885 |
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 |
Didriksen, SusanNorthern California Fiduciary Services Fiduciary services, including trustee administration and conservatorships. Tax preparation and consulting. |
PO Box 1460 (530) 864-5859 |
Graziano CPA MS-Tax, GeorgeScinto Graziano, LLP Tax services for businesses and their owners in all areas of tax planning and preparation including coordination of personal and corporate income taxes, estate taxes, and trust and fiduciary taxes, as well as fiduciary accounting services and litigation support services. |
PO Box 1797 (530) 273-3200 |
Gresham, KatheThe PaperChase Financial management for individuals; Licensed Professional Fiduciary CA PF 335; case management; services provided at client’s residence include basic bill paying to complex estate administration; assistance to family member Successor Trustees/Executors. |
10556 Combie Road, PMB 6236 (530) 268-8157 |
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, Gifts and Fiduciary Accounting services. |
2036 Nevada City Hwy, Box 207 (530) 265-5986 |
Hamer CPA, AndreaMcSweeney & Associates, APC Individual, business and fiduciary tax planning and compliance. Fiduciary accounting, gift and estate tax planning and compliance; inpatriate and expatriate taxation compliance. |
350 Crown Point Circle Ste 200 (530) 272-5555 |
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 Investments; Insurance; Planning, specializing in Business and Estate planning since 1979. Securities and investment advice offered through Centaurus Financial, Inc, member FINRA, SIPC. |
204 W Main St, Suite 112 (530) 274-8800 |
Hofland, KarinProfessional Fiduciary Trusts, Conservatorships, Estate Administration. |
PO Box 1813 (530) 263-8532 |
Kalb, RickNorthwestern Mutual Life Insurance and investment planning for individuals and businesses since 1983. |
307 Spring St., Suite A (530) 470-1800 |
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 Financial Planning for individuals, small businesses and trusts, including retirement planning, tax and estate planning. |
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 |
McDaniel, MichaelMcDaniel Wealth Management LPL Financial Fee Based Investment planning, implementation and management. Visit www.mcdwealth.com for additional information. Currently accepting clients by referral only. |
202 Providence Mine Rd, Ste 202 Nevada City, CA 95959 (530) 478-0326 |
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 |
Morhauser CFP®, CherylCheryl Morhauser and Associates Comprehensive fee-only financial planning, investment management, retirement planning, and financial coaching. |
PO Box 1770 (530) 477-9519 |
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 |
Poeschel, Karen BTLC Estate Clearing, Inc Full-service estate clearing – specializing in cases when the client cannot be present. Professional organizing consulting services specializing in assisting elderly clients who are downsizing and relocating. Full-service estate clearing – specializing in cases when the client cannot be present. Professional organizing consulting services specializing in assisting elderly clients who are downsizing and relocating. |
4120 Douglas Blvd, Ste 306-252 (800) 355-0966 |
Poland Esq, James L.James Poland Attorney at Law Estate Planning and Probate. |
107 W Main Street, Ste B (530) 273-5955 |
Ringen CPRC®, Donald LAmeriprise Financial Helping clients to turn their dreams into reality via comprehensive financial planning. |
11455 Penn View Lane Penn Valley, CA 95946 (530) 432-8012 |
Satterwhite, DebraThe Fiduciary Bookkeeper Estate Accounting – GC-400(SUM)/GC-405(SUM) Form and Schedules. Bookkeeping for Fiduciaries and Elder Folks – payables/receivables, records organization. Other Services – organize the “shoebox” of receipts in preparation for filing your tax returns. |
14065 Yama Way Grass Valley, CA 95945 (530) 277-7568 |
Schasiepen, GregoryOwens 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 |
Stuart-Cayot CPA, ErinM & 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 |
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 |
Wilson, PamOwens Estate and Wealth Strategies Group Financial Advisor |
1740 E Main St Ste 101 Grass Valley, CA 95945 (530) 272-7500 |
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 |