At King Wealth Planning, we utilize resources from Mariner Advisor Network’s Portfolio Consulting Team in order to build custom portfolios reflective of the unique financial objectives of our clients. We leverage the thought leadership and diverse resources of an experienced team to help us with portfolio construction and investment selection. By expanding our capabilities, we are able to devote more time to you, our valued clients.
–131 S. Auburn Street, Suite 201, Grass Valley, CA 95945 • 408-879-0789 • Map It
Grass Valley Banking
Checking & Savings, Personal & Business Loans
Is your money frozen at a bank that makes ice seem warm? Or are you known on a first name basis by one of Grass Valley California’s friendly hometown bank tellers. It’s your money, it’s your choice… so choose wisely.
List of Grass Valley Financial Institutions
Bank of America #845
134 S Auburn Street, Grass Valley, CA 95945 |
Edward D. Jones & Co
120 N Auburn Street, Grass Valley, CA 95945 |530-273-3445
JP Morgan Chase Bank, N.A.
206 S Auburn Street, Grass Valley, CA 95945 |530-274-3030
King Wealth Planning, inc.
131 S. Auburn Street, Suite 201, Grass Valley, CA 95945 | 408-879-0789 or 800-59-ADVISE
Wealth Strategies
134 E Main Street, Grass Valley, CA 95945 |530-441-2961
Wells Fargo Bank
214 Mill Street, Grass Valley, CA 95945 |530-477-0327
Wells Fargo Advisors
214 Mill Street, Grass Valley, CA 95945 |314-875-8729
Tri Counties Bank
At Tri Counties Bank, we are proud to be part of the communities we serve. And since we are local, we have a pulse on residential and commercial properties in our area and are well-suited to finance the properties we know best. Look to us when considering your next residential or commercial property purchase or refinance and see the power of “Local” at work.
–305 Neal Street, Grass Valley, CA • 530-274-4940 • Map It