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Member White Pages |
Apple, CPA MST Amanda
McSweeney & Associates
350 Crown Point Circle Ste 200
Grass Valley, CA 95945
Individual, small business & fiduciary income tax returns. Also specializing in audits, reviews & financial statement preparation.
* |
(530) 272-5555
fax (530)
272-8865
aapple@mcsweeneyandassociates.com
www.mcsweeneyandassociates.com |
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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
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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..
* |
(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 |
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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
www.terryb-cfn.com |
Carter, George P
1109 Marjon Drive
Nevada City, CA 95959
Consultation with nonprofits on major and planned gift programs; training of staff and volunteers for telephone and face-to-face solicitations; preparing endowment, gift acceptance and other essential nonprofit policy statements.
* |
(530) 265-2222
fax (530) 265-2222
gandlcarter@comcast.net |
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, Ted
Ted Cohrt CPA/PFS
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 |
Corcoran, Susan M.
Law Offices of Susan Corcoran
220 Main Street, Ste 1, POB 1011
Nevada City, CA 95959
Comprehensive law practice focusing on estate planning, probate, family law and debt collection.
*
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(530) 264-7014
fax (530)
264-7041
scorcoran@scorcoranlaw.com |
Crider, Matthew S
Crider Law, P.C.
103 Providence Mine Road, Ste 203
Nevada City, CA 95959
Masters in Professional Accounting. Estate Planning, Probate Litigation, Guardianships, Conservatorships.
*
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(530) 272-3037
fax (530)
463-9966
matthew_crider@criderlaw.net
www.criderlaw.net |
Gresham, Kathe
The PaperChase
10556 Combie Road, PMB 6236
Auburn, CA 95602
Financial management; estate administration; case management; assist trustees/executors; personal assistance with document organizing, bill paying. Licensed Professional Fiduciary #PF335
* |
(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 litigation and the representation of small businesses.
* |
(530) 478-0803
fax (530) 272-7115
stephenhaas@sbcglobal.net |
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Haifley EA, Tom
Banner Mountain Income Tax Services
2036 Nevada City Hwy, Box 207
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
bannertax@yahoo.com
www.bannertax.com |
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Hamer CPA, Andrea
McSweeney &
Associates
350 Crown Point Circle
Ste 200
Grass Valley, CA 95945
Comprehensive estate & gift planning, including post-mortem planning; fiduciary accounting, gift and estate tax returns, and trust/estate fiduciary income tax compliance.
* |
(530) 272-5555
fax (530)
272-8865
ahamer@mcsweeneyandassociates.com
www.mcsweeneyandassociates.com |
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Hart, Betzi Franklin
The Law Office of Betzi
Franklin Hart
447 South Auburn Street, Ste A
Grass Valley, CA 95945
Comprehensive Estate Planning,
Wills, Trusts, Powers of Attorney, Advanced Health Care Directives, Elder Law.
* |
(530) 470-0639
fax (530) 272-6153
betzihart@hotmail.com |
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Hawkins, Richard M
Richard M Hawkins, A
Professional Corporation
563 Brunswick Rd,
Suite 2
Grass Valley, CA 95945
Certified specialist
in Estate Planning,
Trust & Probate law -
California Board of
Legal Specialization;
Masters of Law degree -
Taxation.
* |
(530) 272-6733
fax (530) 272-7861
rhawk53@aol.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
140 Litton Drive, Suite
208
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
fax (530) 477-8030
ketchams@sbcglobal.net |
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..
* |
(530) 271-3000
fax (530) 271-3050
jhlee@rwbaird.com
www.rwbaird.com |
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Logsdon, Valerie
Law Offices of Valerie M
Logsdon
120 N Auburn St Ste 211
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
valerielogsdon@sbcglobal.net
www.goldenagelaw.com |
Lyon, Beverly
Law Offices of Bevery Lyon
PO Box 1615
Grass Valley, CA 95945
Certified Specialist, Estate Planning, Trust & Probate Law (State Bar of California Board of Specialization). "A lawyer who listens" Both office and home visits available.
* |
(530) 575-9192
fax (530) 820-9657
bml@mtnlyon.com
www.mtnlyon.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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McSweeney, CPA, MBA Zack
McSweeney & Associates
350 Crown Point Cir, Ste 200
Grass Valley, CA 95945
Individual, small business & fiduciary income tax returns. Also specializing in audits, reviews and financial statement preparation.
* |
(530) 272-5555
fax (530)
272-8865
zackmc@mcsweeneyandassociates.com
www.mcsweeneyandassociates.com |
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..
* |
(530) 272-9092
fax (877) 207-3541
ryan.meacher@edwardjones.com
www.edwardjones.com |
Nofsinger, Lara
Wells Fargo Reverse Mortgage
214 Mill St
Grass Valley, CA 95945
Local Reverse Mortgage Specialist representing the nation's largest retail originator of reverse mortgages. Private consultations and educational presentations. Enabling the integration of reverse mortgages into estate planning.
* |
(530) 470-0428
fax (916) 914-2437
lara.nofsinger@wellsfargo.com |
Norton Esq, Thomas
Law Offices of Thomas Norton
305 Railroad Ave Ste 4
Nevada City, CA 95959
Living Trusts, Probate, Trust Administration, Elder Law Mediator, Real Estate and Small Business matters - Creative Solutions, Practical Advice..
* |
(530) 265-0404
fax (530)
265-3606
tn@reallaw.net
www.reallaw.net |
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Ogren EA, Diane
113 Solar Dr.
Grass Valley, CA 95945
Individual, Trust, Estate.
* |
(530) 477-1285
diane.ogren@gmail.com |
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Otto, Renate
Network Real Estate
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)
272-8029
renate@renateotto.com
www.renateotto.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 |
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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 & 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 |
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Poland Esq, James
L.
James Poland Attorney at
Law
107 W Main
Street, Ste B
Grass Valley, CA 95945
Living Trusts;
Probate;
Conservatorships; and
Elder Law.
* |
(530) 273-5955
fax
(530) 271-0436
JLPoland@prodigy.net
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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 |
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.
* |
(530) 272-7500
fax (530)
272-5900
eric.sams@raymondjames.com |
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Sewell, EA, MS (Tax), Clive
M & N Tax Consultants
312 Colfax Ave.
Grass Valley, CA 95945
Fiduciary income tax returns, gift and estate tax returns, fiduciary accounting, tax planning.
* |
(530) 272-1881
fax (530) 272-2805
clives@pacbell.net
www.m-ntax.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.
* |
(530) 274-8374
fax (530)
274-7432
tomfalconfinancial@yahoo.com
www.falconfinancialonline.com |
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Summers, Douglas T
Robertson, Woodford & Summers LLP
140 Litton Dr Ste 210
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 |
Taggart CPA, Barbara N
140 Litton Drive #210
Grass Valley, CA 95945
Individual, Partnership, Corporate, and fiduciary
tax planning and related accounting..
* |
(530) 273-2442
fax (530) 477-6473
barbara@taggartcpa.com
www.taggartcpa.com |
Van Dooren, CSPG, Julie
American Cancer Society
1765 Challenge Way #115
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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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.
* |
(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.
* |
(530) 274-7830
wilsonhowdy@yahoo.com
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Woodford, John R
Robertson, Woodford & Summers LLP
140 Litton Dr Ste 210
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, Jumbo lending.
* |
(530)478-8383
fax (530)
478-0242
kim@deltahl.com |
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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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