Financial Advisors

Discover local financial advisors who can help with your estate planning needs.

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Scott Beesley CFP®

JP Morgan

Comprehensive financial planning and wealth management for individuals and multi-generation families. More Details
Work 428 Brunswick Rd Grass Valley CA 95945 Work Phone: (530) 272-2593
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Michelle Belmonte MBA CFP® EA

Sierra Pacific Mortgage

I am a licensed mortgage lender doing both regular and reverse mortgages More Details
Work 406 E Main St Ste I Grass Valley CA 95945 Work Phone: (530) 272-7508Work Fax: (866) 234-6196 Website: http://www.myrmagent.com/michelle/faq.php?init=1
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Dylan Blomgren

Owens Estate and Wealth Strategies Group

Comprehensive estate and financial planning services, investments, insurance, and money management. More Details
Work 426 Sutton Way Ste 110 Grass Valley CA 95945 Work Phone: (530) 272-7500Work Fax: (530) 272-5900 Website: http://www.owensestateandwealth.com
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Torrey Bowman AAMS® CRPC®

Edward 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. More Details
Work 120 N Auburn St, Ste 110 Grass Valley CA 95945 Work Phone: (530) 274-3445Work Fax: (866) 462-2795 Website: http://www.edwardjones.com
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Terry M Brown CFP®

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 More Details
Work 260 Colfax Ave Grass Valley CA 95945 Work Phone: (530) 273-1208Work Fax: (530) 477-9293
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Margie Determan CFP®

Vice President, Robert W Baird: Private Wealth Management

Comprehensive Wealth Management strategies focusing on Wealth Enhancement, Wealth Protection, Wealth Transfer & Charitable Giving—specializing in Private Wealth Management for Women. More Details
Work 360 Sierra College Dr Ste 200 Grass Valley CA 95945 Work Phone: (530) 271-3018 (888) 792-9244Work Fax: (530) 271-3050 Website: http://www.rwbaird.com
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Janice Dunn CFP®

The Lee and Dunn Group

Comprehensive Wealth Management strategies focusing on Wealth Enhancement, Wealth Protection, Wealth Transfer & Charitable Giving—specializing in Private Wealth Management for Women. More Details
Work 360 Sierra College Dr Ste 200 Grass Valley CA 95945 Work Phone: (530) 271-3018 (888) 792-9244Work Fax: (530) 271-3050 Website: http://www.rwbaird.com
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Kimberly Farwell

Concierge Accounting Services

Concierge Accounting is a service that allows high earning people to do what they do best and have another powerful, trusted person manage every aspect of their personal cash flow. More Details
Work 530 Searls Ave #C Nevada City CA 95959 Work Phone: (628) 222-4810 Website: http://www.myconciergeaccountant.com
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Michael C Hoffman RFC CLU® ChFC®

Vector Wealth Management Inc

I am a independent financial advisor specializing in working with business owners and individuals to help them create and protect their wealth. This allows our clients and friends to get more physical and mental time freedom so they can invest more time and energy in to the things they care about most. We use a variety of tools including the Deferred Sales Trust to defer capital gains on appreciated property, Captive Insurance Companies to control the risk and income taxation for small to medium sized business.… More Details
Work 563 Brunswick Road, Ste 9 Grass Valley CA 95945 Work Phone: (530) 274-8800Work Fax: (530) 274-8866 Website: http://vectorwealthplanning.com
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Sonia Jenkins

Owens Estate and Wealth Strategies Group

Comprehensive estate and financial planning services, investments, insurance, and money management. More Details
Work 426 Sutton Way Ste 110 Grass Valley CA 95945 Work Phone: (530) 272-7500Work Fax: (530) 272-5900 Website: http://www.owensestateandwealth.com
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Jenni Johnston

Edward Jones Investments

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. More Details
Work 350 Crown Point Cir Ste 115 Grass Valley CA 95945 Work Phone: (530) 477-7492Work Fax: (855) 379-2506 Website: http://www.edwardjones.com
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Rick Kalb CLTC

Northwestern Mutual Wealth Management

We have been working with clients throughout the United States since 1983. My office specializes in financial planning, investment management, insurance products and tax reduction strategies. Our process is comprehensive and personalized to your circumstances - we provide customized solutions that match your life stage and financial ability. More Details
Work 307 Spring St., Suite A Nevada City CA 95959 Work Phone: (530) 470-1800Work Fax: (530) 470-0463 Website: http://www.rickkalb.com
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Peter Ketchand MBA

Owens Estate and Wealth Strategies Group

Comprehensive estate and financial planning services, investments, insurance, and money management. More Details
Work 426 Sutton Way Ste 110 Grass Valley CA 95945 Work Phone: (530) 272-7500Work Fax: (530) 272-5900 Website: http://www.owensestateandwealth.com
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Seth Leishman CPA CFP®

Ostrofe Financial Consultants

We provide our clients with financial planning, investment management, insurance, tax and generational planning. We have 3 CFP professionals and a CPA that bring experience and expertise to our client relationships. Our client experience goes well beyond investments. More Details
Work 565 Brunswick Rd Ste 15 Grass Valley CA 95945 Work Phone: (530) 273-4425Work Fax: (530) 273-4891 Website: http://www.ostrofefinancial.com
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Shawna McDonald

Sierra Foothills Reverse Mortgage

Loan Officer & Real Estate Broker serving the Nevada County Senior Citizen community for their Reverse Mortgage needs. NMLS # 271335 CA-BRE #00585530 More Details
Work 412 E Main St Ste N Grass Valley CA 95945 Work Phone: (530) 497-3010 Website: http://www.sierrafoothillsreverse.com
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Ryan Meacher AAMS

Edward 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. More Details
Work 426 Sutton Way Ste 104 Grass Valley CA 95945 Work Phone: (530) 272-9092Work Fax: (877) 207-3541 Website: http://www.edwardjones.com
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Lucas Mijares AAMS® CRPC®

Edward Jones

Lucas and his team help their clients accumulate, distribute, protect, and transfer their wealth. Lucas uses a unique 5 step process that walks each client through the fiduciary responsibility he gives regarding their well being. Lucas offers complimentary educational seminars for clients and their friends to learn about how they can improve their financial situation utilizing different investment and insurance strategies.… More Details
Work 960 McCourtney Rd, Ste A Grass Valley CA 95945 Work Phone: (530) 273-8570Work Fax: (855) 387-2964 Website: http://www.edwardjones.com/lucasmijares
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Marcus Moore

River Valley Community Bank, SVP, Regional Manager

Full service community bank primarily focused on serving the unique financial needs of business, professional and high net worth sectors of the Western Nevada County community. More Details
Work 426 Sutton Way Grass Valley CA 95945 Work Phone: (530) 798-2686Work Fax: (530) 274-2548 Website: http://www.rivervalleycommunitybank.com
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Mary Owens CPA MS

Owens Estate and Wealth Strategies Group

Comprehensive estate and financial planning services, investments, insurance and money management. More Details
Work 426 Sutton Way Ste 110 Grass Valley CA 95945 Work Phone: (530) 272-7500Work Fax: (530) 272-5900 Website: http://www.owensestateandwealth.com
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Janet Peake

Crown Capital Securities, L.P.

Janet has helped many people realize their dreams to achieve financial independence, pay for their childrens' college education and to lead the lives they desire with financial security. More Details
Work 416 Broad Street Nevada City CA 95959 Work Phone: (530) 265-0785Work Fax: (530) 687-8336
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Michael Pettit CFA JD

Ameriprise Financial

I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals.… More Details
Work 1223 Pleasant Grove Blvd Roseville CA 95678 Work Phone: (916) 784-2240Work Fax: (916) 784-2208 Website: http://www.ameripriseadvisors.com/michael.d.pettit
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Donald L Ringen

Retired Ameriprise Financial

Coins, Currency and Baseball Cards. More Details
Work 13993 Indian Springs Rd Penn Valley CA 95946 Work Phone: (530) 272-7835
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Kyle Smith

New York Life

My goal is to establish, nurture and maintain relationships with individuals and their business entities. I use a systematic approach, which looks at an individual's overall financial picture to identify insurance, financial opportunities and estate conservation solutions. More Details
Work 21837 Junebug Rd Grass Valley CA 95949 Work Phone: (530) 268-3672Work Fax: (530) 268-0149
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Stefanie Thibedeau

Bank of the West

Our team of Corporate Trustee Services includes Fiduciary Officers, Portfolio Managers, and a national support staff that specializes in trust and fiduciary matters as well as fiduciary investment management. More Details
Work 500 Capital Mall Ste 1200 Sacramento CA 95814 Work Phone: (916) 215-4386Work Fax: (402) 445-6530 Website: http://www.bankofthewest.com/wealth
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Joe Tomkiewicz MS, CFP

Sierra Financial Advisory

Sierra Financial Advisory is an independent registered investment advisor specializing in comprehensive financial planning that focuses on the needs of each client under the fiduciary standard. More Details
Work PO Box 249 Penn Valley CA 95946 Work Phone: (800) 969-8939Work Fax: (530) 470-8749 Website: http://www.sierrafinancialadvisory.com
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Jeff Wells CFP® AAMS

Edward 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. More Details
Work 908 Taylorville Rd Grass Valley CA 95946 Work Phone: (530) 477-7702Work Fax: (888) 784-1573 Website: http://www.edwardjones.com
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Pam Wilson

Owens Estate and Wealth Strategies Group

Comprehensive estate and financial planning services, investments, insurance and money management. More Details
Work 1740 E Main St Ste 101 Grass Valley CA 95945 Work Phone: (530) 272-7500Work Fax: (530) 272-5900 Website: http://www.raymondjames.com/oew
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Kim Zwick CPA/PFS AIF®

Full 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. More Details
Work 260 Colfax Ave Grass Valley CA 95945 Work Phone: (530) 477-9308Work Fax: (530) 477-9293 Website: http://www.myfcf.com/