Insurance Advisors

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

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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) 470-1800 Work Fax: (530) 470-0463 Website:
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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
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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: