Best Financial Advisors in Nevada County, CA

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List of Firms

Nevada County, CA Fiduciary Financial Advisors

Edward Jones
Location 426 Sutton Way Suite 102, Grass Valley, CA 95945, USA
Phone (530) 272-9092
Sams Investment Strategies

5 out of 5

Location 1793 E Main St, Grass Valley, CA 95945, USA
Phone (530) 272-5100
Sierra Financial Advisory
Location 202 Providence Mine Rd # 102, Nevada City, CA 95959, USA
Phone (530) 470-8939
Cheryl Morhauser & Associates
Location PO Box 1770, Nevada City, CA 95959, USA
Phone (530) 477-9519
Edward Jones
SEC File# 801-3297
CRD# 250

5 out of 5

Location 960 McCourtney Rd Suite A, Grass Valley, CA 95949, USA
Phone (530) 273-8570
Kroeger Financial

4 out of 5

Location 12430 Nevada City Hwy, Grass Valley, CA 95945, USA
Phone (530) 478-9734
Rick Kalb, CLTC
Location 2420, 307 Spring St A, Nevada City, CA 95959, USA
Phone (530) 470-1800
Brown Terry
Location 260 Colfax Ave, Grass Valley, CA 95945, USA
Phone (530) 273-1208
Full Circle Financial
Location 260 Colfax Ave, Grass Valley, CA 95945, USA
Phone (530) 477-9308
Sierra Fiduciary Services, LLC

5 out of 5

Location 1032, Grass Valley, CA 95945, USA
Phone (530) 273-6347
Wealth Strategies
Location 134 E Main St, Grass Valley, CA 95945, USA
Phone (916) 863-1266
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Vernon R Bartle CPA
Location 532 Brunswick Rd, Grass Valley, CA 95945, USA
Phone (530) 477-5020
Emily Rivenes
Location 1061 E Main St Suite 203, Grass Valley, CA 95945, USA
Phone (530) 272-6103
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About Nevada County, CA

Nevada County is located in California and is known for its natural beauty and outdoor activities. Some of the landmarks in the area include the Nevada County Courthouse, the Union Square Historic District, and the Grass Valley Historic District. The top employers in Nevada County are Sierra Nevada Memorial Hospital, Wal-Mart, and The Daily Grind. The major highways and streets in the area are Highway 20 and Highway 49. The neighborhoods in Nevada County include Grass Valley, Nevada City, Penn Valley, and North San Juan.

Where Certified Financial Advisors in Nevada County, CA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are an important part of our economy, and Nevada County, CA residents rely on them for a variety of services. Banks offer a wide range of products and services to their customers, including checking and savings accounts, loans, mortgages, and credit cards. They also offer investment advice, estate planning services, and insurance products. In addition to the products and services they offer to individual customers, banks also provide a variety of services to businesses. These include lending money to businesses for start-ups or expansion projects, issuing letters of credit for importing goods, and providing foreign exchange services.

Insurance Broker

Many Nevada County, CA residents are unaware of the services that insurance brokers offer. Insurance brokers can help residents find the best rates for health, car, and homeowners insurance. They can also help residents file claims and get the money they deserve after an accident or disaster.

Retirement Planning

Financial advisors can help Nevada County, CA residents with retirement planning in a variety of ways. The most important role that advisors can play is helping people to develop a realistic plan for their retirement years. This includes estimating how much money they will need to live on, figuring out how much they will have saved by the time they retire, and coming up with a savings plan that will cover the gap. Advisors can also help retirees stay on track with their investments, make smart choices about when to start taking Social Security benefits, and more. In short, financial advisors are an invaluable resource for anyone who wants to make the most of their retirement years.

Wealth Management

In Nevada County, CA, many residents find themselves struggling to make ends meet. While the county is home to some of the most beautiful scenery in California, it is also one of the poorest. Fortunately, there are options for those who need help managing their money. Wealth management can provide residents with a variety of services, including budgeting and investment advice, that can help them save money and improve their financial situation. Wealth management can be especially beneficial for those who are not familiar with investing or who do not have the time to manage their own finances. By working with a wealth manager, residents can relax knowing that their money is in good hands and they will be able to afford the things they need and want in life.

Estate Planning Lawyer

If you live in Nevada County, CA and you have an estate (assets including property, investments, life insurance, and retirement savings), it's important to have a solid estate plan in place. An experienced estate planning lawyer can help you draft a will, create trusts, and make other arrangements that will ensure your assets are distributed according to your wishes after your death. They can also advise you on tax implications of different estate planning strategies and help you avoid probate court.

Mortgage Loan Officer

Mortgage loan officers can help Nevada County, CA residents in a number of ways. They can provide information about the different types of mortgages available, help residents apply for mortgages, and answer any questions borrowers may have about the mortgage process. In addition, mortgage loan officers can work with homeowners who are having difficulty making their monthly mortgage payments and help them find solutions to keep their homes.

Tax Services

Residents of Nevada County, CA can benefit from the help of a tax accountant in order to ensure that they are getting the best return on their investment. Many tax accountants are well-versed in state and federal tax laws, and can help residents claim all the deductions and credits to which they are entitled. In addition, tax accountants can help residents plan for future years, ensuring that they stay within the law and get the most out of their taxes.


FAQs About Personal Financial Advisors in Nevada County, CA