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Financial Advisors
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Bowman AAMS CRPC, Torrey
Edward Jones Investments
120 N Auburn St, Ste 110
Grass Valley, CA 95945
Full service brokerage firm including estate planning, IRA's, retirement planning, pension rollovers, tax-free investments, tax-deferred investments/annuities, stocks, bonds, mutual funds, etc.
* |
(530) 274-3445
fax (866) 462-2795
torrey.bowman@edwardjones.com
www.edwardjones.com |
Brown CFP®,
Terry M
Commonwealth Financial Network
260 Colfax Ave
Grass Valley, CA 95945
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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(530) 273-1208
fax (530)
477-9293
terryb@cfnmail.com
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Determan CFP® AIF®, Margie
Yuba River Wealth Management
108 Boulder St
Nevada City, CA 95959
Acting as our clients’ Personal Wealth Navigator, we help them meet the financial challenges of their lives confidently and securely, and pursue financial security and independence. Using a consultative process, we deliver a comprehensive range of Financial Services, from Investment Management to Wealth Enhancement, Preservation and Transfer, as well as Charitable Giving. Securities and Advisory Services through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Advisor.Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser
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(530) 265-9272
(530) 265-9276
margie@yubariverwealth.com |
Hoffman RFC CLU ChFC, Mike
MCH Financial & Insurance Services
204 W Main St, Suite 112
Grass Valley, CA 95945
Estate Planning & Administration,
Wills, Trusts, Powers of Attorney, Advanced Health Care Directives, Elder Law and MediCal Planning.
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(530) 274-8800
fax (530) 274-8866
Mike@MCHCLU.com |
Hughes, Patty
Edward Jones Investments
908 Taylorville Rd
Grass Valley, CA 95949
Full service investment firm.
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(530) 477-7702
fax (888)
784-1573
patty.hughes@edwardjones.com
www.edwardjones.com |
Lee, Jonathan H
Robert W Baird
360 Sierra College Dr, Ste 200
Grass Valley, CA 95945
Financial Planning for individuals, small businesses and trusts, including retirement planning, tax and estate planning.
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(530) 271-3000
fax (530) 271-3050
jhlee@rwbaird.com |
McDaniel, Michael
McDaniel Wealth Management LPL Financial
202
Providence Mine Rd, Ste 202
Nevada City, CA 95959
Fee Based Investment planning, implementation and management. Visit www.mcdwealth.com for additional information. Currently accepting clients by referral only.
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(530) 478-0326
fax (530) 478-0357
michael.mcdaniel@lpl.com
www.mcdwealth.com
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Meacher, Ryan
Edward Jones Investments
426 Sutton Way Ste 104
Grass Valley, CA 95945
Business and Retirement Planning, Rollovers, Education Planning & Savings, Stocks, Bonds, Mutual Funds, ETFs, Portfolio and Retirement Reviews, Insurance, Equity Research..
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(530) 272-9092
fax (877) 207-3541
ryan.meacher@edwardjones.com www.edwardjones.com |
Owens, CPA, MS, Mary
Owens Estate and Wealth Strategies Group
1740 E Main St Ste 101
Grass Valley, CA 95945
Comprehensive estate and financial
planning services, investments,
insurance and money management.
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(530) 272-7500
fax (530)
272-5900
mary.owens@raymondjames.com
www.raymondjames.com/oew |
Peake MBA CFP® EA, Janet
416 Broad Street
Nevada City, CA 95959
Financial Planning for individuals, small businesses and trusts, including retirement planning, tax and estate
planning.
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(530) 265-0785
fax (530) 265-9782
jpeake@crownmail.net |
Peterson, Matthew
Owens Estate and Wealth Strategies Group
1740 E Main St Ste 101
Grass Valley, CA 95945
Comprehensive estate and financial
planning services, investments,
insurance and money management.
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(530) 272-7500
fax (530)
272-5900
matthew.peterson@raymondjames.com
www.raymondjames.com/oew |
Ringen CPRC®, Donald
L
Ameriprise Financial
11455 Penn View Lane
Penn Valley, CA 95946
Helping
clients to turn their dreams into
reality via comprehensive financial
planning.
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(530) 432-8012
fax (530)
432-8002
donald.l.ringen@ampf.com |
Schasiepen, Gregory
Owens Estate and Wealth Strategies Group
1740 E Main St Ste 101
Grass Valley, CA 95945
Comprehensive estate and financial
planning services, investments,
insurance and money management.
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(530) 272-7500
fax (530)
272-5900
gregory.schasiepen@raymondjames.com
www.raymondjames.com/oew |
Wells CFP AAMS, Jeff
Edward Jones Investments
908 Taylorville Rd
Grass Valley, CA 95949
Full service investment firm.
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(530) 477-7702
fax (888)
784-1573
jeff.wells@edwardjones.com
www.edwardjones.com |
Zwick CPA/PFS AIF, Kim
Full Circle Financial
260 Colfax Ave
Grass Valley, CA 95945
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 |
(530) 477-9308
fax (530) 477-9293
kim@myfcf.com
www.myfcf.com
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