Financial Advisors

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

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Scott Beesley CFP®

RW Baird

Comprehensive financial planning and wealth management for individuals and multi-generation families. More Details
Work 360 Sierra College Dr, Ste 200 Grass Valley CA 95945 Work Phone: (530) 271-3000 Website: www.rwbaird.com
Biography

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

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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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Matt Culver CFP®

RW Baird

We strive to help our clients achieve their own financial and personal goals through individually tailored portfolio building and a specialized comprehensive financial planning process. More Details
Work 360 Sierra College Dr, Ste 200 Grass Valley CA 95945 Work Phone: (530) 271-3000 Website: www.rwbaird.com
Biography

We strive to help our clients achieve their own financial and personal goals through individually tailored portfolio building and a specialized comprehensive financial planning process.

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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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Shawna McDonald NMLS # 271335 CA-DRE #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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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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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) 265-0785 Work Fax: (530) 687-8336
Biography

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.

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Michael Pettit CFA JD

Ameriprise Financial Services, Inc

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, Ste 100 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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John T Schoeppach CFP, CRPC, CPFA

The Merrill Lynch Special Needs Team

Financial Planning and Wealth Management Services with expertise in Conservatorships, Guardianships and Special Needs Trusts. We understand the Uniform Prudent Investment Act, California Probate Code, California Rules of the Court and National Guardianship Standards. More Details
Work 2320 E Bidwell St Ste 100 Folsom CA 95630 Work Phone: (916) 984-3270 Work Fax: (916) 265-0077 Website: https://fa.ml.com/SNT
Biography

Financial Planning and Wealth Management Services with expertise in Conservatorships,
Guardianships and Special Needs Trusts. We understand the Uniform Prudent Investment Act,
California Probate Code, California Rules of the Court and National Guardianship Standards.

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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) 268-3672 Work Fax: (530) 268-0149
Biography

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.

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Craig Stone

The Merrill Lynch Special Needs Team

Financial Planning and Wealth Management Services with expertise in Conservatorships, Guardianships and Special Needs Trusts. We understand the Uniform Prudent Investment Act, California Probate Code, California Rules of the Court and National Guardianship Standards. More Details
Work 2320 E. Bidwell St. Ste 100 Folsom CA 95630 Work Phone: (916) 984-3220 Work Fax: (916) 265-0080 Website: https://fa.ml.com/SNT
Biography

Financial Planning and Wealth Management Services with expertise in Conservatorships,
Guardianships and Special Needs Trusts. We understand the Uniform Prudent Investment Act,
California Probate Code, California Rules of the Court and National Guardianship Standards.

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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.