Insurance Advisors

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

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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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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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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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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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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