King Wealth Planning

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

www.kingwealth.com

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

grass-valley-tri-counties-bankAt 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

https://branch.tcbk.com/tri-counties-bank-0d572553575e