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
luke.cummings@lpl.com
Mark Loftus
HBW Partners
12165 Torrey Pines Dr.
Auburn, CA 95602
530-210-1065
mark.loftus@hbwadvisory.com
www.hbwadvisory.com
Ken Meyers
Meyers Investment Group
360 Sierra College Dr., Suite 200
Grass Valley, CA 95945
530-271-3000
kmeyers@rwbaird.com
Mary Owens
Owens Estate & Wealth
426 Sutton Way, Suite 110
Grass Valley, CA 95945
530-272-7500
mary.owens@owensestateandwealth.com
Joe Tomkiewicz
Sierra Financial Advisory
P.O. Box 249
Penn Valley, CA 95946
530-470-8939
800-969-8939
joe@sierraadvisory.net
CPA:
Rebecca Floyd
14283 Wilder Lane
Grass Valley, CA 95945
530-559-8180
Rebecca_floyd@comcast.net
Kathy Hysell
Hysell & Quist Accountancy Corp.
1020 McCourtney Rd. Suite A
Grass Valley, CA 95949
530-272-7339
office@hysellquistcpa.com
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
anthony@thehalbygroup.com
www.thehalbygroup.com/
Kyle Smith
New York Life
21837 Junebug Rd.
Grass Valley, CA 95949
530-274-3672
ksmith2@ft.newyorklife.com
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
robert@rwalawpc.com
rwalawpc.com
Nathan Hodges
Hodges Law Group
1226 Chester Ave.
Bakersfield, CA 93301
661-374-8807
nathan@hodges-lawgroup.com
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
bpruett@corcoranpruett.com
www.corcoranpruett.com
Jeffrey Reed
Attorney at Law
461 Grass Valley Hwy, Suite 16
Auburn, CA 95603
530-887-8959
jpreed55@yahoo.com