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Member White Pages |
Armstrong & Associates, A Ann
200 Auburn
Folsom Road, Ste 106
Auburn, CA 95603
Certified Specialist in Estate Planning, Trust and Probate Law
* |
(530) 269-1515
fax (530)
269-2525
ann@annarmstrongandassociates.com
www.annarmstrongandassociates.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
thehomebookkeeper@yahoo.com
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Benecke, Jay
Edward Jones Investments
305 Railroad Ave Ste 2
Nevada City, CA 95959
Financial Advisor offering a wide range of investments and financial sevices.
* |
(530) 265-1913
fax (888) 387-8429
jay.benecke@edwardjones.com
www.edwardjones.com
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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 |
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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 |
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 |
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Chittock, R.G. (Ron)
Westamerica Bank
375 Brunswick Rd
Grass Valley, CA 95945
Corporate trust and
investment management services delivered
through local regional bank.
Specializing in Personal Trusts and
Special Needs Trusts.
*
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(800) 359-7562
fax (916)
853-2085
ron.chittock@westamerica.com
www.westamerica.com
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Cohrt, Ted
Ted Cohrt CPA/PFS
PO Box 2106
Nevada City, CA 95959
Estate, gift and charitable tax planning and compliance; Trust and estate accounting and administration; retirement and financial planning.
*
|
(530) 477-7885
cell (530)
263-9560
tedcohrt@gmail.com |
Dean, Shari L
Century 21 Davis Realty, Inc.
901-A La Barr Meadows Road
Grass Valley, CA 95949
Real Estate Sales
*
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(530) 913-6788
fax (530)
273-5314
shari.dean@century21.com
www.house-hunting.com/sldean |
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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.
* |
(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 |
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 |
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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 |
Kuns, Jeff
Mortgage Advisors Group
123 Nevada Street, Ste F
Nevada City, CA 95959
We specialize in working with the clients of financial services professionals so that they borrow smart and retire with more wealth. We provide debt-analysis and suitable home loan solutions through our network of forward and reverse mortgage lenders.
* |
(530) 478-1271
fax (530)
478-1371
jeff@thewealthsteps.com
www.thewealthsteps.com |
Lee, Jonathan H
Wachovia Securities
360 Sierra College Dr Ste 200
Grass Valley, CA 95945
Financial, Estate and Retirement Planning for individuals and businesses.
* |
(530) 274-5385
fax (530) 274-1903
jonathan.lee@wachoviasec.com
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Little, Debra
Skylands Appraisals
13613 Old Emigrant Trail
Grass Valley, CA 95945
Real Property Valuation: Residential and Land. Financial Transactions, Estates, Asset Analysis, Feasibility, Litigation.
* |
(530) 477-0501
fax (530) 477-0508
debralittle1@gmail.com |
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Logsdon, Valerie
Law Offices of Valerie M
Logsdon
120 N Auburn St Ste 211
Grass Valley, CA 95945
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 |
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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.
* |
(530) 478-0326
fax (530) 478-0357
michael.mcdaniel@lpl.com
www.mcdwealth.com
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McProud, Clarence H
Spiller · McProud
505 Coyote Street
Nevada City, CA 95959
* |
(530) 265-5831
fax (530)
265-5836
mcproud@nccn.net |
McSweeney, 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 |
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..
* |
(530) 887-8887
keith@sierrawealth.com
www.sierrawealth.com
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Norton Esq, Thomas
Law Offices of Thomas Norton
305 Railroad Ave Ste 4
Nevada City, CA 95959
Personal attention to your concerns and needs, providing you practical and creative solutions with expertise and integrity.
* |
(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 and Fiduciary Tax Returns.
* |
(530) 477-1285
fax (530) 478-1251
diog@jps.net |
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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 |
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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.
* |
(530) 273-1323
fax (530)
272-2543
mary.owens@ubs.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 |
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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)
432-8112
donald.l.ringen@ampf.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, mortgage modification and notary services.
* |
(530) 274-8374
fax (530)
274-4732
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 |
Teague, Margaret
PO Box 1691
Penn Valley, CA 95946
Wills, trusts, powers of attorney, advance health care directives.
* |
(530) 432-0760
fax (530) 432-0760
trustsbymargaret@sbcglobal.net |
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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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Willis, John
At the Y Auctions
13338 Colfax Hwy
Grass Valley, CA 95945
Real Estate Auctioneer
*
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(530) 477-7881
fax (530)
272-3934
john@atthey.com
www.atthey.com |
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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 |
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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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