Discover local financial advisors who can help with your estate planning needs.
Dean Barda, CFP®
Apple & Associates
Services
Offering comprehensive financial planning & wealth management on a fee basis.
Dylan Blomgren , CRPS, AAMS
Owens Estate and Wealth Strategies Group
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.
Torrey Bowman , AAMS® CRPC®
Edward Jones
Services
Whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, we can provide personalized service and investment strategies that have proven themselves over the long-term. Let’s discuss your goals during a financial review. Contact me today.
Terry M Brown , CFP®
Commonwealth Financial Network
Services
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
Tessa DeVere
Edward Jones
Services
Whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, we can provide personalized service and investment strategies that have proven themselves over the long-term. Let’s discuss your goals during a financial review. Contact me today.
Kellie Ettlin , CPA, MS, AAMS
Owens Estate and Wealth Strategies Group
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.
Sonia Jenkins , CRPS
Owens Estate and Wealth Strategies Group
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.
Robin Jennings
By the Book
Services
Trust Accountings & Full Charge Bookkeeping Services
Rick Kalb , CLTC
Northwestern Mutual Private Wealth Management
Services
We have been working with clients throughout the United States since 1983. My office specializes in financial planning, investment management, insurance products and tax reduction strategies. Our process is comprehensive and personalized to your circumstances – we provide customized solutions that match your life stage and financial ability.
Peter Ketchand , CFA, MBA
Owens Estate and Wealth Strategies Group
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.
Orion Kroeger , CFP® CIMA®
Kroeger Financial
Services
Comprehensive Fee Only Financial Planning and Wealth Management services, Major Life Event Consultations and Financial Counseling.
Shawna McDonald , NMLS # 271335 CA-DRE #00585530
Sierra Foothills Reverse Mortgage
Services
Loan Officer & Real Estate Broker serving the Nevada County Senior Citizen community for their Reverse Mortgage needs.
Ryan Meacher , CFP®, AAMS®
Edward Jones
Services
Whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, we can provide personalized service and investment strategies that have proven themselves over the long-term. Let’s discuss your goals during a financial review. Contact me today.
Janet Peake
Crown Capital Securities, L.P.
Services
Janet has helped many people realize their dreams to achieve financial independence, pay for their childrens’ college education and to lead the lives they desire with financial security.
Michael Pettit , CFA JD
Ameriprise Financial Services, Inc
Services
I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals.
Emily Rivenes , MS, CPA, CFP®
Services
My practice is centered around providing personalized tax planning and preparation services for individuals, small businesses, and trusts. As a CPA and CFP® with a long history in financial planning, I approach my work with your entire financial picture in mind. I often partner with your other financial advisers to ensure comprehensive planning with a common goal to help maximize wealth retention and ensure a solid financial future.
Joseph Zanolli
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.
Kim Zwick , CPA/PFS AIF®
Full Circle Financial
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.