Bowman AAMS CRPC, Torrey

Edward Jones Investments

Full service brokerage firm including estate planning, IRA’s, retirement planning, pension rollovers, tax-free investments, tax-deferred investments/annuities, stocks, bonds, mutual funds, etc.

120 N Auburn St, Ste 110
Grass Valley, CA 95945

(530) 274-3445
fax (866) 462-2795
torrey.bowman@edwardjones.com
www.edwardjones.com


Brown CFP®, Terry M

Commonwealth 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
Grass Valley, CA 95945

(530) 273-1208
fax (530) 477-9293
terryb@cfnmail.com


Determan CFP® AIF®, Margie

Yuba 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
Nevada City, CA 95959

(530) 265-9272
fax (530) 265-9276
margie@yubariverwealth.com


Hughes, Patty

Edward Jones Investments

Insurance and investment planning for individuals and businesses since 1983.

307 Spring St., Suite A
Nevada City, CA  95959

(530) 470-1800
fax (530) 470-0463
rickkalb@gmail.com
www.nmfn.com/rickkalb


Lee, Jonathan H

Robert W Baird

Financial Planning for individuals, small businesses and trusts, including retirement planning, tax and estate planning.

360 Sierra College Dr, Ste 200
Grass Valley, CA  95945

(530) 271-3000
 fax (530) 271-3050
jhlee@rwbaird.com


McDaniel, Michael

McDaniel 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
fax (530) 478-0357
michael.mcdaniel@lpl.com
www.mcdwealth.com


Meacher AAMS, Ryan

Edward Jones Investments

Business and Retirement Planning, Rollovers, Education Planning & Savings, Stocks, Bonds, Mutual Funds, ETFs, Portfolio and Retirement Reviews, Insurance, Equity Research..

426 Sutton Way Ste 104
Grass Valley, CA 95945

(530) 272-9092
fax (877) 207-3541
ryan.meacher@edwardjones.com
www.edwardjones.com


Owens, CPA, MS, Mary

Owens 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
fax (530) 272-5900
mary.owens@raymondjames.com
www.raymondjames.com/oew


Peake MBA CFP® EA, Janet

Financial Planning for individuals, small businesses and trusts, including retirement planning, tax and estate planning.

416 Broad Street
Nevada City, CA  95959

(530) 265-0785
fax (530) 265-9782
jpeake@crownmail.net


Peterson, Matthew

Owens 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
fax (530) 272-5900
matthew.peterson@raymondjames.com
www.raymondjames.com/oew


Ringen CPRC®, Donald L

Ameriprise Financial

Helping clients to turn their dreams into reality via comprehensive financial planning.

11455 Penn View Lane
Penn Valley, CA 95946

(530) 432-8012
fax (530) 432-8002
donald.l.ringen@ampf.com


Schasiepen, Gregory

Owens 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
fax (530) 272-5900
gregory.schasiepen@raymondjames.com
www.raymondjames.com/oew


Wells CFP® AAMS, Jeff

Edward Jones Investments

Full service investment firm.

908 Taylorville Rd
Grass Valley, CA  95949

(530) 477-7702
fax (888) 784-1573
jeff.wells@edwardjones.com
www.edwardjones.com


Wilson, Pam

Owens Estate and Wealth Strategies Group

Financial Advisor

1740 E Main St Ste 101
Grass Valley, CA 95945

(530) 272-7500
fax (530) 272-5900
pam.wilson@raymondjames.com
www.raymondjames.com/oew