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Financial Advisors
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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.
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(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.
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(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.
*
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(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®.
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(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
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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
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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.
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(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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