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
Biography

Comprehensive financial planning and wealth management for individuals and multi-generation families.

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Michelle Belmonte

Sierra Pacific Mortgage

Provide standard or reverse mortgage strategies for tax free asset utilization. NMLS#33076 More Details
Work 406 E Main St Ste I Grass Valley CA 95945 Work Phone: (530) 272-7508 Work Fax: (866) 234-6196 Website: http://www.spmc.com/michelle.belmonte
Biography

Provide standard or reverse mortgage strategies for tax free asset utilization. NMLS#33076

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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) 272-7500 Work Fax: (530) 272-5900 Website: http://www.owensestateandwealth.com
Biography

Comprehensive estate and financial planning services, investments, insurance, and money management.

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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) 274-3445 Work Fax: (866) 462-2795 Website: http://www.edwardjones.com
Biography

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.

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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) 273-1208 Work Fax: (530) 477-9293
Biography

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

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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) 272-7500 Work Fax: (530) 272-5900 Website: http://www.owensestateandwealth.com
Biography

Comprehensive estate and financial planning services, investments, insurance, and money management.

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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 Phone: (530) 477-7492 Work Fax: (855) 379-2506
Biography

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.

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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 Phone: (530) 470-1800 Work Fax: (530) 470-0463 Website: http://www.rickkalb.com
Biography

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.

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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) 272-7500 Work Fax: (530) 272-5900 Website: http://www.owensestateandwealth.com
Biography

Comprehensive estate and financial planning services, investments, insurance, and money management.

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Shawna McDonald NMLS # 271335 CA-BRE #00585530

Sierra Foothills Reverse Mortgage

Loan Officer & Real Estate Broker serving the Nevada County Senior Citizen community for their Reverse Mortgage needs. More Details
Work Phone: (530) 497-3010 Website: http://www.sierrafoothillsreverse.com
Biography

Loan Officer & Real Estate Broker serving the Nevada County Senior Citizen community for their Reverse Mortgage needs.

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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) 272-9092 Work Fax: (877) 207-3541 Website: http://www.edwardjones.com
Biography

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.

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Daniel Muggee

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) 272-7500 Work Fax: (530) 272-5900 Website: http://www.owensestateandwealth.com
Biography

Comprehensive estate and financial planning services, investments, insurance and money management.

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Robin Newman

By the Book

Fiduciary Accounting More Details
Home 11531 Marilyn Ct Grass Valley CA 95949 Work Phone: (530) 273-6854 Work Fax: (530) 273-6854
Biography

Fiduciary Accounting

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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) 272-7500 Work Fax: (530) 272-5900 Website: http://www.owensestateandwealth.com
Biography

Comprehensive estate and financial planning services, investments, insurance and money management.

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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) 784-2240 Work Fax: (916) 784-2208 Website: http://www.ameripriseadvisors.com/michael.d.pettit
Biography

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.

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Robert Smail

Edward Jones Investments

I want to understand what's important to you. We'll use an established process to build personalized strategies to help you achieve your goals. We will partner together throughout your life to help keep you on track. More Details
Work 350 Crown Point Cir Ste 115 Grass Valley CA 95945 Work Phone: (530) 477-7492 Work Fax: (855) 379-2506 Website: http://www.edwardjones.com
Biography

I want to understand what’s important to you. We’ll use an established process to build personalized strategies to help you achieve your goals. We will partner together throughout your life to help keep you on track.

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Heather Thorpe

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 960 McCourtney Rd Ste A Grass Valley CA 95949 Work Phone: (530) 273-8570 Work Fax: (855) 387-2964 Website: www.edwardjones.com/heather-thorpe
Biography

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.

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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) 969-8939 Work Fax: (530) 470-8749 Website: http://www.sierrafinancialadvisory.com
Biography

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.

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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) 477-9308 Work Fax: (530) 477-9293 Website: http://www.myfcf.com/
Biography

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.