Member Directory of the Gold Country Estate Planning Council

 

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John R Woodford

Robertson, Woodford & Summers LLP

Estate and financial planning, post mortem planning, estate and trust administration and compliance including preparation of estate, gift and fiduciary income tax returns. See More
Work 1103 Sutton Way Grass Valley CA 95945 Work Phone: (530) 477-6468 Work Fax: (530) 477-6473 Website: http://www.abacus7.com
Services

Estate and financial planning, post mortem planning, estate and trust administration and compliance including preparation of estate, gift and fiduciary income tax returns.

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Joseph Zanolli

Owens Estate and Wealth Strategies Group is a comprehensive wealth management firm providing clients with the highest level of service and integrity. We specialize in investment management, financial & retirement planning, estate consulting, and insurance. See More
Work 426 Sutton Way, Ste 10 Grass Valley CA 95945 Work Phone: (530) 272-7500 Work Fax: (530) 272-5900 Website: http://www.owensestateandwealth.com
Services

Owens Estate and Wealth Strategies Group is a comprehensive wealth management firm providing clients with the highest level of service and integrity. We specialize in investment management, financial & retirement planning, estate consulting, and insurance.

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Kim Zwick , CPA/PFS AIF®

Full Circle Financial

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. See More
Work 260 Colfax Ave Grass Valley CA 95945 Work Phone: (530) 477-9308 Work Fax: (530) 477-9293 Website: http://www.myfcf.com/
Services

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.

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