Guidance and Solutions for Life's Transitions

General Info

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 understand your current situation and your financial needs and goals. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Owens Estate & Wealth Strategies Grp is not a registered broker/dealer and is independent of Raymond James Financial Services.

HoursCLOSED NOW

Regular Hours:

Mon - Fri	8:30 am - 4:30 pm

Contact Info

Phones:

Main - 530-272-7500

Fax - 530-272-5900

Toll-Free - 866-966-7005

Address:

426 Sutton Way Ste 110 Grass Valley, CA 95945

Link:

https://www.owensestateandwealth.com

Categories

Estate Planning, Probate, & Living Trusts, Financial Planners, Financial Planning Consultants, Financing Services, Investment Management, Records Management Consulting & Service, Stock & Bond Brokers

Services / Products

We offer strategies and solutions for: - Estate and tax planning - Portfolio and wealth management - Retirement Planning - Cash Management - Small Business Planning - Education fund planning - Charitable giving & more!

Other Information

Wheelchair Accessible: Yes

Parking: Lot