Nevada County, CA Financial Advisors and Resources



Financial Advisor Firms in Nevada County, CA


OSTROFE FINANCIAL CONSULTANTS INC

Website

(530) 273-4425

420 Sierra College Drive
Suite 200
Grass Valley, CA 95945

SEC#: 801-34048
Years in Business: 32 years

HORACE MANN INVESTORS, INC.

Website

(530) 446-6361

127 Mill Street

Grass Valley, CA 95945

SEC#: 801-80964
Years in Business: 6 years

LITMAN GREGORY ASSET MANAGEMENT, LLC

Website

(530) 268-8153

22303 Egbert Hill Road

Grass Valley, CA 95949

SEC#: 801-50916
Years in Business: 25 years


How Retirement-Friendly is Nevada County, CA?

  • Population: 99,244
  • % of Population 62 Years and Over: 32.2%
  • Average Home Value: $445,300
  • Average Monthly Housing Cost: $1,428
  • Average Household Income: $91,634
  • California Total Tax Burden: 9.48% (10th Highest in U.S.)
  • California Property Tax: 2.64% (19th Lowest in U.S.)
  • California Individual Income Tax: 3.78% (4th Highest in U.S.)
  • California Sales and Excise Tax: 3.06% (17th Lowest in U.S.)


Nevada County, CA Financial Advisor FAQs

A financial advisor is a professional who helps their clients manage day-to-day finances and advises them on long term investments that will develop their wealth.
Financial advisors can provide personalized guidance that takes into account your financial situation, values, and needs. They have the ability to connect you with investment opportunities matched to your interests and tolerance for risk.
When a family needs guidance on how to pay for college education, a sudden medical expense, investments, or other unexpected expenses that arise, they need a financial advisor with experience and knowledge of various tools that can help them manage these unforeseen stresses.
A careful look should be taken at the advisor's credentials, qualifications and how long they have been in business. A reputable advisor will also work to find a client tailored plan that suits their needs. Be aware of hidden commissions, referral fees or anything that feels like pushy sales tactics.