Financial

Financial Advisors
 

Benecke, Jay
Edward Jones Investments
305 Railroad Ave Ste 2
Nevada City, CA 95959
Financial Adviosr offering a wide range of investments and financial sevices.

*

(530) 265-1913
fax (888) 387-8429
jay.benecke@edwardjones.com
www.edwardjones.com

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 (530) 274-3453
torrey.bowman@edwardjones.com

Brown CFP®, Terry M
UBS Financial Services, Inc

131 S Auburn St
Grass Valley, CA 95945
Comprehensive estate and financial planning services, investments, insurance and money management.
*

(530) 273-1323
fax (530) 272-2543
terry.brown@ubs.com
www.ubs.com/fa/terrybrown

Hughes, Patty
Edward Jones Investments
908 Taylorville Road, Ste 100
Grass Valley, CA 95949
Senior Branch Office Administrator for Jeff Wells, CFP®.

*

(530) 265-1913
fax (888) 387-8429
patty.hughes@edwardjones.com
www.edwardjones.com

Lee, Jon
Wachovia Securities
360 Sierra College Dr Ste 200
Grass Valley, CA 95945
Financial, Estate and Retirement Planning for individuals and businesses.

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(530) 274-5385
 fax (530) 274-1903
jonathan.lee@wachoviasec.com

McDaniel, Michael
McDaniel Wealth Management

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
 

Merson CFP® AIF, Keith
Sierra Wealth Advisors
2820 Ahwahnee Court
Cool, CA  95614
Fee-only financial planning and investment management. No commissions means no sales agenda, so clients get truly objective advice..
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(530) 887-8887
keith@sierrawealth.com
www.sierrawealth.com

Owens, Mary
UBS Financial Services, Inc

131 S Auburn St
Grass Valley, CA 95945
Comprehensive estate and financial planning services, investments, insurance and money management.
*

(530) 273-1323
fax (530) 272-2543
mary.owens@ubs.com

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

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) 432-8112
donald.l.ringen@ampf.com

Zwick CPA PFS, Kim
Full Circle Financial

260 Colfax Ave
Grass Valley, CA 95945
Retirement, tax and estate planning for individuals and small businesses, including pension plans. Investment portfolio design, implementation and management.

(530) 477-9308
 fax (530) 477-9292
kim@myfcf.com
www.myfcf.com

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