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Financial Advisors
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Behlmer, Tom
Capital Planning Advisors
2150 River Plaza Dr #260
Sacramento, CA 95833
Financial and business succession planning, wealth management, alternative investments, 1031 exchanges and long term care insurance.
* |
(916) 286-7650
fax (916) 290-0926
tom@capitalplanningadvisors.com
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Benecke, Jay
Edward Jones Investments
305 Railroad Ave Ste 2
Nevada City, CA 95959
To provide the investments, services and information individuals need to achieve their financial goals..
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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.
* |
(530) 274-3445
fax (530) 274-3453
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
www.terryb-cfn.com |
Lee, Jonathan H
Robert W Baird
360 Sierra College Dr Ste 200
Grass Valley, CA 95945
Comprehensive financial planning for individuals, businesses and trusts including retirement, estate and money management..
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(530) 271-3000
fax (530) 271-3050
jhlee@rwbaird.com
www.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 Individual Retirement Planning, Rollovers, Education Savings, Stocks, Bonds, Mutual Funds, Annuities, ETFs, Portfolio and Retirement Plan 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 & Sams 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.
* |
(530) 272-7500
fax (530)
272-5900
mary.owens@raymondjames.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 |
Peterson, Matthew
Owens & Sams 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.
* |
(530) 272-7500
fax (530)
272-5900
matthew.peterson@raymondjames.com |
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 |
Sams CFP®, Eric
Owens & Sams 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
eric.sams@raymondjames.com |
Smith, Tom
Falcon Financial
120 N Auburn St #115
Grass Valley, CA 95945
Real estate loans and consultation, specializing in reverse mortgages, residential, commercial, construction, land and farm, rental & vacation homes, manufactured, FHA/VA/USDA/203k Rehab, Home Retention services and Notary Services.
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(530) 274-8374
fax (530)
274-7432
tomfalconfinancial@yahoo.com
www.falconfinancialonline.com |
Zwick CPA PFS, Kim
Full Circle Financial
260 Colfax Ave
Grass Valley, CA 95945
A personal CFO, to help you clarify goals and values, identify challenges and opportunities, and acheive your heart's desire. Kim Zwick is a Registered Representative and Investment Adviser Representative with/and offers securities and advisory services 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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