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Map of Colfax, CAMap of Colfax, CA

Financial Planners in Colfax, CA

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1. Genesis Gold Group

Genesis Gold Group

Serving the Colfax Area

OPEN 24 HOURS

From Business: Call Today! Get Your Free Gold Guide. Protect your retirement savings from market volatility. Diversify your portfolio with a stable and tangible asset. Enjoy the peace of mind…

2. Capstone Financial Engineering & Insurance Services

Capstone Financial Engineering & Insurance Services

21429 Oak Ridge Dr, Grass Valley, CA, 95945

CLOSED NOW

From Business: We are a part of a full-service, multi-branch financial firm, based in Folsom, CA. Capstone is committed to helping people pursue their financial goals. We offer a wide range…

3. Retirement Investment Services

Retirement Investment Services

Serving the Colfax Area

OPEN NOW:8:00 am - 5:00 pm

From Business: Helping businesses, owners, and families navigate everything financial including retirement benefits, investing, tax strategies, insurance, estate planning strategies, and…

5. Apple & Associates

Apple & Associates

565 Brunswick Rd Ste 8, Grass Valley, CA, 95945

OPEN NOW:8:00 am - 5:00 pm

From Business: Apple and Associates - Financial Planning and Advisory Service, Investment Management, Retirement Planning, Life Insurance. 565 Brunswick Rd, Suite 8, Grass Valley CA

YP
9 Years
in Business

6. KNN Wealth Managment Group at Stifel

KNN Wealth Managment Group at Stifel

420 Sierra College Dr Ste 200, Grass Valley, CA, 95945

CLOSED NOW

From Business: At KNN Wealth Management Group we guide our clients through the emotional ups and downs of managing wealth. Our team is your personal financial concierge. We guide you through…

YP
14 Years
in Business

7. Wells Fargo Advisors

Wells Fargo Advisors

214 Mill St, Grass Valley, CA, 95945

YP
13 Years
in Business

10. Edward Jones - Financial Advisor: Jeff Wells

Edward Jones - Financial Advisor: Jeff Wells

908 Taylorville Rd, Grass Valley, CA, 95949

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

11. Edward Jones - Financial Advisor: Jesse J Ettlin

Edward Jones - Financial Advisor: Jesse J Ettlin

355 Providence Mine Rd, Nevada City, CA, 95959

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

12. Raymond James Financial Services -Owens Estate & Wealth Strategies Grp

Raymond James Financial Services -Owens Estate & Wealth Strategies Grp

426 Sutton Way Ste 110, Grass Valley, CA, 95945

CLOSED NOW

From Business: Our group provides the highest level of service and integrity to each and every client. We believe that everyone s needs are different, and we listen closely and work hard to…

Amenities:
Wheelchair accessible

13. Peake, Janet MBA CFP EA

Peake, Janet MBA CFP EA

416 Broad St, Nevada City, CA, 95959

CLOSED NOW

From Business: Certified Financial Planner & Enrolled Agent with over 30 Years Experience. Securities Through Crown Capital Securities, L.P. - Member FINRA/SIPC

YP
39 Years
in Business

14. Environmental Capitol Group

Environmental Capitol Group

355 Crown Point Cir Ste C, Grass Valley, CA, 95945

OPEN NOW:9:00 am - 5:00 pm

17. Sierra Financial Advisory

Sierra Financial Advisory

202 Providence Mine Rd Ste 102, Nevada City, CA, 95959

OPEN NOW:9:00 am - 5:00 pm

18. Clare Hiatt - Financial Advisor, Ameriprise Financial Services

Clare Hiatt - Financial Advisor, Ameriprise Financial Services

470 Nevada St Ste 200, Auburn, CA, 95603

OPEN NOW:8:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

19. David L Odom - Financial Advisor, Ameriprise Financial Services

David L Odom - Financial Advisor, Ameriprise Financial Services

470 Nevada St Ste 200, Auburn, CA, 95603

CLOSED NOW

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

20. Angela Adler - Financial Advisor, Ameriprise Financial Services

Angela Adler - Financial Advisor, Ameriprise Financial Services

470 Nevada St Ste 200, Auburn, CA, 95603

CLOSED NOW

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

21. Glenn Kenes - Private Wealth Advisor, Ameriprise Financial Services

Glenn Kenes - Private Wealth Advisor, Ameriprise Financial Services

470 Nevada St Ste 200, Auburn, CA, 95603

CLOSED NOW

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

22. Nathan Mahnke - Thrivent

Nathan Mahnke - Thrivent

11601 Blocker Dr Ste 210, Auburn, CA, 95603

OPEN NOW:9:00 am - 5:00 pm

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Nathan Mahnke is committed to providing financial advice,…

23. Davis Financial Advisors

Davis Financial Advisors

11601 Blocker Dr, Auburn, CA, 95603

OPEN NOW:8:00 am - 5:00 pm
YP
19 Years
in Business

24. Edward Jones - Financial Advisor: Jesse J Ettlin

Edward Jones - Financial Advisor: Jesse J Ettlin

100 Old Downieville Hwy, Nevada City, CA, 95959

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
102 Years
in Business

25. Kenton Bradley - Private Wealth Advisor, Ameriprise Financial Services

Kenton Bradley - Private Wealth Advisor, Ameriprise Financial Services

13620 Lincoln Way Ste 275, Auburn, CA, 95603

OPEN NOW:8:30 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

26. Jaclyn Ellerbee - Thrivent

Jaclyn Ellerbee - Thrivent

11601 Blocker Dr Ste 210, Auburn, CA, 95603

OPEN NOW:9:00 am - 5:00 pm

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Jaclyn Ellerbee is committed to providing financial advice,…

29. Morgan Stanley

Morgan Stanley

1517 Lincoln Way, Auburn, CA, 95603

OPEN NOW:9:00 am - 5:00 pm