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Member White Pages |
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Austin, Martha "Marty"
The Home Bookkeeper
P.O. Box 2207
Nevada City, CA 95959
Professional Fiduciary and Conservator; strong emphasis on working with clients in their homes guiding and
managing personal financial & bookkeeping needs; case management.
* |
(530) 265-4432
fax (530) 265-4432
homebookkeeper@yahoo.com
www.thehomebookkeeper.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 (866) 462-2795
torrey.bowman@edwardjones.com
www.edwardjones.com |
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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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Chittock, R.G. (Ron)
Professional Fiduciary
101 W McKnight Way Ste B #43
Grass Valley, CA 95949
Trust and Estate Administration.
*
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(530) 268-2083
(530) 268-2083
rchittock@goskywest.com |
Cohrt CPA/PFS, Ted
McSweeney & Associates, APC
PO Box 2106
Nevada City, CA 95959
Tax return preparation; tax planning; financial planning through Crossroads Financial Advisors.
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(530) 477-7885
tedcohrt@gmail.com |
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 |
Didriksen, Susan
Northern California Fiduciary Services
PO Box 1460
Shingle Springs, CA 95682
Fiduciary services, including trustee administration and conservatorships. Tax preparation and consulting.
* |
(530) 864-5859
fax (866)
848-6899
susan@didriksens.com
www.didriksens.com |
Graziano CPA MS-Tax, George
Scinto Graziano, LLP
PO Box 1797
404 Sierra College Dr
Grass Valley, CA 95945
Tax services for businesses and their owners in all areas of tax planning and preparation including coordination of personal and corporate income taxes, estate taxes, and trust and fiduciary taxes, as well as fiduciary accounting services and litigation support services.
* |
(530) 273-3200
fax (530) 273-3207
george@sgcpa.biz
www.sgcpa.biz |
Gresham, Kathe
The PaperChase
10556 Combie Road, PMB 6236
Auburn, CA 95602
Financial management for individuals; Licensed Professional Fiduciary CA PF 335; case management; services provided at client's residence include basic bill paying to complex estate administration; assistance to family member Successor Trustees/Executors.
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(530) 268-8157
fax (530) 268-8157 |
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Haas,
Stephen C.
Attorney at Law
140 Litton Drive, Suite 204
Grass Valley, CA 95945
Attorney with emphasis on real property law, estate planning and the representation of small businesses.
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(530) 478-0803
fax (530) 272-7115
stephenc.haas@gmail.com |
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Haifley EA, Tom
Banner Mountain Income Tax Services
312 Colfax Ave
Grass Valley, CA 95945
Specializing
in tax planning and
compliance for Individuals,
Business, Trusts, Estates, Gifts and Fiduciary Accounting services.
* |
(530) 265-5986
fax (866)
372-0289
tom@bannertax.com
www.bannertax.com |
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Hamer CPA, Andrea
McSweeney &
Associates, APC
350 Crown Point Circle
Ste 200
Grass Valley, CA 95945
Individual, business and fiduciary tax planning and compliance. Fiduciary accounting, gift and estate tax planning and compliance; inpatriate and expatriate taxation compliance.
* |
(530) 272-5555
fax (530)
272-8865
ahamer@mcsweeneyandassociates.com
www.mcsweeneyandassociates.com |
Hart, Betzi Franklin
The Law Office of Betzi
Franklin Hart
563 Brunswick Rd #4
Grass Valley, CA 95945
Estate Planning & Administration,
Wills, Trusts, Powers of Attorney, Advanced Health Care Directives, Elder Law and MediCal Planning.
* |
(530) 470-0639
fax (530) 272-6153
betzihart@hotmail.com |
Hawkins, Richard M
Richard M Hawkins, A
Professional Corporation
563 Brunswick Rd,
Suite 2
Grass Valley, CA 95945
Certified specialist, Estate Planning,
Trust and Probate law by California Board of
Legal Specialization. Estate Planning and Corporate Law.
* |
(530) 272-6733
fax (530) 272-7861
rhawk53@aol.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.
* |
(530) 274-8800
fax (530) 274-8866
Mike@MCHCLU.com |
Hofland, Karin
Professional Fiduciary
PO Box 1813
Grass Valley, CA 95945
Trusts, Conservatorships, Estate Administration.
* |
(530) 263-8532
fax (530)
272-6271
karin@karinhofland.com
www.karinhofland.com |
Hughes, Patty
Edward Jones Investments
908 Taylorville Rd
Grass Valley, CA 95949
Full service investment firm.
* |
(530) 477-7702
fax (888)
784-1573
patty.hughes@edwardjones.com
www.edwardjones.com |
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Kalb, Rick
Northwestern Mutual Life
307 Spring St., Suite A
Nevada City, CA 95959
Insurance and investment planning for individuals and businesses since 1983.
* |
(530) 470-1800
fax (530) 470-0463
rickkalb@gmail.com
www.nmfn.com/rickkalb |
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Keene, Richard
Minor & Keene
1101 Sutton Way
Grass Valley, CA 95945
Living Trusts,
Probate,
Conservatorships, Trust
Administration,
Commercial Contracts.
* |
(530) 477-2281
fax (530) 477-2283
rich@rkeenelaw.com |
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Ketcham, Daniel R. MAI, SRA
Daniel R. Ketcham & Associates
11693 Brunswick Pines Road
Grass Valley, CA 95945-9043
Real Estate appraisal services for estate planning,
probate trust management, property disposition, litigation support, expert witness and value consultation.
* |
(530) 477-8056
ketchams@sbcglobal.net |
Leave A Legacy of Nevada County
Kimberly Parker, CFRE
PO Box 1810
Grass Valley, CA 95945
A consortium of non-profits dedicated to widening the knowledge and use of Planned Giving in our community.
* |
(530) 477-9700
fax (530) 477-9300
kparker@snmhf.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.
* |
(530) 271-3000
fax (530) 271-3050
jhlee@rwbaird.com |
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Logsdon, Valerie
Law Offices of Valerie M
Logsdon
120 N Auburn St Ste 105
Grass Valley, CA 95945
Certified Elder Law Attorney who
assists families with
planning tools:
Revocable Living Trusts
and Wills; Durable
Powers of Attorney;
Advance Health Care
Directives; Medi-Cal
planning and
implementation;
Conservatorships;
Probate proceedings.
* |
(530) 272-7207
fax (530) 272-7208
valerie@goldenagelaw.com
www.goldenagelaw.com |
Lyon, Beverly
Law Offices of Bevery M Lyon
PO Box 1615
Grass Valley, CA 95945
Certified Specialist, Estate Planning, Trust & Probate Law (State Bar of California Board of Specialization). Both home and office appointments."A lawyer who listens"
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(530) 575-9192
fax (530) 820-9657
bml@mtnlyonlaw.com
www.mtnlyonlaw.com |
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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.
* |
(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..
* |
(530) 272-9092
fax (877) 207-3541
ryan.meacher@edwardjones.com www.edwardjones.com |
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Otto, Renate
Network Real Estate Broker Associate
167 S Auburn St
Grass Valley, CA 95945
Real Estate Broker - Unlocking the doors
to seamless real estate transactions
since 1994.
* |
(530) 272-2711
fax (530) 687-8029
renate@renateotto.com
www.renateotto.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.
* |
(530) 272-7500
fax (530)
272-5900
mary.owens@raymondjames.com
www.raymondjames.com/oew |
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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.
* |
(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.
* |
(530) 272-7500
fax (530)
272-5900
matthew.peterson@raymondjames.com
www.raymondjames.com/oew |
Poeschel, Karen B
TLC Estate Clearing, Inc
4120 Douglas Blvd, Ste 306-252
Granite Bay, CA 95746
Full-service estate clearing - specializing in cases when the client cannot be present. Professional organizing consulting services specializing in assisting elderly clients who are downsizing and relocating.
* |
(800) 355-0966
fax
(888) 501-5982
kpoeschel@tlcestateclearing.com
www.TLCEstateClearing.com
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Poland Esq, James
L.
James Poland Attorney at
Law
107 W Main
Street, Ste B
Grass Valley, CA 95945
Estate Planning and Probate.
* |
(530) 273-5955
fax
(530) 271-0436
JLPoland@prodigy.net
www.jamespoland.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.
* |
(530) 432-8012
fax (530)
432-8002
donald.l.ringen@ampf.com |
Satterwhite, Debra
The Fiduciary Bookkeeper
14065 Yama Way
Grass Valley, CA 95945
Estate Accounting - GC-400(SUM)/GC-405(SUM) Form and Schedules. Bookkeeping for Fiduciaries and Elder Folks – payables/receivables, records organization. Other Services - organize the “shoebox” of receipts in preparation for filing your tax returns.
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(530) 277-7568
debras@nccn.net |
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.
* |
(530) 272-7500
fax (530)
272-5900
gregory.schasiepen@raymondjames.com
www.raymondjames.com/oew |
Stuart-Cayot CPA, Erin
M & N Tax Consultants
312 Colfax Ave.
Grass Valley, CA 95945
A Certified Public Accounting firm providing tax consulting, advice and preparation of individual, fiduciary and corporate income tax returns.
* |
(530) 272-1881
fax (530) 272-2805
erin@n-ntax.com
www.m-ntax.com |
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Summers, Douglas T
Robertson, Woodford & Summers LLP
1103 Sutton Way
Grass Valley, CA 95945
Estate, fiduciary & generation skipping
transfer tax planning, compliance &
consulting.
* |
(530) 477-6468
fax (530)
477-6473
doug@abacus7.com
www.abacus7.com |
Van Dooren, CSPG, Julie
American Cancer Society
1545 River Park Dr, Ste 100
Sacramento, CA 95815
Certified specialist in
Planned Giving, working with donors and advisors on charitable gift planning.
* |
(916) 561-2902
fax (916) 325-4955
julie.vandooren@cancer.org
www.cancer.org
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Wells CFP AAMS, Jeff
Edward Jones Investments
908 Taylorville Rd
Grass Valley, CA 95949
Full service investment firm.
* |
(530) 477-7702
fax (888)
784-1573
jeff.wells@edwardjones.com
www.edwardjones.com |
Wilkerson,
Jennifer L.
A Professional
Corporation
140 Litton Drive, Suite 204
Grass Valley, CA 95945
Certified specialist in
Estate Planning, Trust &
Probate Law (State Bar
of California Board of Legal Specialization).
Also conservatorships,
trust administration and elder law.
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(530) 272-4292
fax (530) 272-5546
jenwilk@jwilkerson.net
www.jwilkerson.net
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Wilson, Howard D.
10765 Banner Mine Way
Nevada City, CA 95959
Retired estate
planning/administration.
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(530) 274-7830
wilsonhowdy@yahoo.com
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Wilson, Pam
Owens Estate and Wealth Strategies Group
1740 E Main St Ste 101
Grass Valley, CA 95945
Financial Advisor
* |
(530) 272-7500
fax (530)
272-5900
pam.wilson@raymondjames.com
www.raymondjames.com/oew |
Woodford, John R
Robertson, Woodford & Summers LLP
1103 Sutton Way
Grass Valley, CA 95945
Estate and financial planning, post
mortem planning, estate and trust
administration and compliance including
preparation of estate, gift and
fiduciary income tax returns.
* |
(530) 477-6468
fax (530)
477-6473
john@abacus7.com
www.abacus7.com |
Wydra, Kimberly
Delta Home Loans
2428 Nevada City Hwy
Grass Valley, CA 95945
Reverse Mortgages, Conventional, FHA, VA, USDA, HARP, Jumbo lending.
* |
(530) 478-8383
fax (530)
478-0242
kim@deltahl.com |
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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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