california Date: 09-25-2025

Top 15 Financial Advisors in Grass Valley, CA

Financial AdvisorAddress
1♠ Edward Jones - Financial Advisor: Ryan W Meacher, CFP®|CPWA®|AAMS®426 Sutton Way Suite 102, Grass Valley, CA 95945
2♠ Encompass Financial Planning LLC900 E Main St Suite 203, Grass Valley, CA 95945
3♠ Kroeger Financial12430 Nevada City Hwy, Grass Valley, CA 95945
4♠ Scott Beesley, CFP® | Gateway Financial Partners908 Taylorville Rd #105, Grass Valley, CA 95949
5♠ Ostrofe Financial Consultants, Inc.420 Sierra College Dr #200, Grass Valley, CA 95945
6♠ Owens Estate and Wealth Strategies Group426 Sutton Way #110, Grass Valley, CA 95945
7♠ Zion Capital Wealth Management LLC908 Taylorville Rd Suite 100, Grass Valley, CA 95949
8♠ Edward Jones - Financial Advisor: Torrey R Bowman, AAMS®|CRPC™120 N Auburn St Suite 110, Grass Valley, CA 95945
9♠ Edward Jones - Financial Advisor: Heather Thorpe, CFP®|AAMS®960 McCourtney Rd Suite A, Grass Valley, CA 95949
10♠ Edward Jones - Financial Advisor: Tessa D Marmorstein, CFP®|CRPC™100 Bank St, Grass Valley, CA 95945
11♠ Edward Jones - Financial Advisor: Chris Hart350 Crown Point Cir Suite 115, Grass Valley, CA 95945
12♠ Baird Private Wealth Management360 Sierra College Dr #200, Grass Valley, CA 95945
13♠ Full Circle Financial260 Colfax Ave, Grass Valley, CA 95945
14♠ Merrill Investment & Retirement Financial Center804 Sutton Way, Grass Valley, CA 95945
15♠ Capstone Financial Engineering & Insurance Services21429 Oak Ridge Dr, Grass Valley, CA 95945

1.Edward Jones - Financial Advisor: Ryan W Meacher, CFP®|CPWA®|AAMS®

Address: 426 Sutton Way Suite 102, Grass Valley, CA 95945

(5) user ratings total:

pHbonz Ryan has been our financial advisor for several years now. I was always skeptical of getting an advisor and was a do it yourselfer in all matters. My wife started with Ryan first and after meeting him I felt comfortable that he was there for our benefit and was there to really give advice to help our retirement goals. He has a great depth of financial knowledge and how to best apply things to the needs of my wife and I. And he makes great caramel corn. I highly recommend him.
5 /5

2.Encompass Financial Planning LLC

Address: 900 E Main St Suite 203, Grass Valley, CA 95945

(4) user ratings total:

jim s Josh and Sarah and Dallas are a great team. They helped us navigate the world of financial planning (which we were clueless about) with patience and professionalism. They listened to what we wanted and what we werent comfortable with and tailored their recommendations to our comfort level, all while educating us on multiple possibilities. They answered all of our questions thoughtfully, and explained topics so we could understand them. They truly seemed to care. We highly recommend them.
5 /5

3.Kroeger Financial

Address: 12430 Nevada City Hwy, Grass Valley, CA 95945

images Kroeger Financial

(10) user ratings total:

Jessica Higgins Super happy with how they handled my taxes! The team took their time to make sure my filling was as advantageous as possible - I’ve been doing my family taxes for years but now that I started a business, I needed more expert help. I got that and more, with an easy tech interface, warm and caring face to face time, and impressive professionalism! Highly recommended
5 /5

4.Scott Beesley, CFP® | Gateway Financial Partners

Address: 908 Taylorville Rd #105, Grass Valley, CA 95949

5.Ostrofe Financial Consultants, Inc.

Address: 420 Sierra College Dr #200, Grass Valley, CA 95945

6.Owens Estate and Wealth Strategies Group

Address: 426 Sutton Way #110, Grass Valley, CA 95945

7.Zion Capital Wealth Management LLC

Address: 908 Taylorville Rd Suite 100, Grass Valley, CA 95949

8.Edward Jones - Financial Advisor: Torrey R Bowman, AAMS®|CRPC™

Address: 120 N Auburn St Suite 110, Grass Valley, CA 95945

9.Edward Jones - Financial Advisor: Heather Thorpe, CFP®|AAMS®

Address: 960 McCourtney Rd Suite A, Grass Valley, CA 95949

10.Edward Jones - Financial Advisor: Tessa D Marmorstein, CFP®|CRPC™

Address: 100 Bank St, Grass Valley, CA 95945

11.Edward Jones - Financial Advisor: Chris Hart

Address: 350 Crown Point Cir Suite 115, Grass Valley, CA 95945

12.Baird Private Wealth Management

Address: 360 Sierra College Dr #200, Grass Valley, CA 95945

13.Full Circle Financial

Address: 260 Colfax Ave, Grass Valley, CA 95945

14.Merrill Investment & Retirement Financial Center

Address: 804 Sutton Way, Grass Valley, CA 95945

15.Capstone Financial Engineering & Insurance Services

Address: 21429 Oak Ridge Dr, Grass Valley, CA 95945