Legacy Giving Referral List
Sometimes, you just need a place to start. The following business professionals have expressed interest in helping our donors meet their estate and charitable planning goals.
Disclaimer
Being on this referral list is not an endorsement. LivingWell Medical Clinic is not responsible for the content or service provided by any of these referrals. LivingWell Medical Clinic receives no compensation from these business professionals and no goods or services were provided in exchange for inclusion on this list. LivingWell Medical Clinic is not engaged in legal or tax advisory services. The material presented on this website is not offered as legal or tax advice.
Legacy Giving Referral List
Financial Planner:
Luke Cummings
LPL Financial
202 Providence Mine Rd., Suite 202
Nevada City, CA 95959
530-478-0326
[email protected]
Mark Loftus
HBW Partners
12165 Torrey Pines Dr.
Auburn, CA 95602
530-210-1065
[email protected]
www.hbwadvisory.com
Ken Meyers
Meyers Investment Group
360 Sierra College Dr., Suite 200
Grass Valley, CA 95945
530-271-3000
[email protected]
Mary Owens
Owens Estate & Wealth
426 Sutton Way, Suite 110
Grass Valley, CA 95945
530-272-7500
[email protected]
Joe Tomkiewicz
Sierra Financial Advisory
P.O. Box 249
Penn Valley, CA 95946
530-470-8939
800-969-8939
[email protected]
CPA:
Rebecca Floyd
14283 Wilder Lane
Grass Valley, CA 95945
530-559-8180
[email protected]
Kathy Hysell
Hysell & Quist Accountancy Corp.
1020 McCourtney Rd. Suite A
Grass Valley, CA 95949
530-272-7339
[email protected]
https://www.hysellquistcpa.com/
Insurance Agent:
Mike Bratton
State Farm Insurance
768 Taylorville Rd./P.O. Box 1969
Grass Valley, CA 95945
530-273-0521
Anthony Halby
The Halby Group
105 Providence Mine Rd. Suite 102
Nevada City, CA 95959
530-265-2400
[email protected]
www.thehalbygroup.com/
Kyle Smith
New York Life
21837 Junebug Rd.
Grass Valley, CA 95949
530-274-3672
[email protected]
www.kylesmith.nylagents.com/
Estate Planning Attorney:
Robert W. Ash
Law Office of Robert W. Ash
1740 E. Main St. Suite 101
Grass Valley, CA 95945
530-823-6023
[email protected]
rwalawpc.com
Nathan Hodges
Hodges Law Group
1226 Chester Ave.
Bakersfield, CA 93301
661-374-8807
[email protected]
www.hodges-lawgroup.com
Barry W. Pruett
Law Office of Barry W. Pruett
1740 E. Main St. Suite 101
Grass Valley, CA 95945
530-264-7014
[email protected]
www.corcoranpruett.com
Jeffrey Reed
Attorney at Law
461 Grass Valley Hwy, Suite 16
Auburn, CA 95603
530-887-8959
[email protected]
