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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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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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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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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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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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/