White Pages

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

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
 

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

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

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.
*

(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

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.
*

(800) 359-7562
fax (916) 853-2085
ron.chittock@westamerica.com
www.westamerica.com

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
*

(530) 913-6788
fax (530) 273-5314
shari.dean@century21.com
www.house-hunting.com/sldean

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

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

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

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

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

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

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

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

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

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

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
 

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

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

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

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, 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

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

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

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

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

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

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

Willis, John
At the Y Auctions
13338 Colfax Hwy
Grass Valley, CA 95945
Real Estate Auctioneer
*

(530) 477-7881
fax (530) 272-3934
john@atthey.com
www.atthey.com

Wilson, Howard D.
10765 Banner Mine Way
Nevada City, CA 95959
Retired estate planning/administration.

*

(530) 274-7830
wilsonhowdy@yahoo.com

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

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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