california Date: 11-15-2025

Find the Best 14 Finance services in Grass Valley, CA

Explore the most finance services in in Grass Valley, CA. Compare customer reviews, locations, and services to find the right financial partner for your needs.

Banking & CreditAddress
1Jared Acosta Loan Advisor10076 Alta Sierra Dr, Grass Valley, CA 95949
2Sierra Fiduciary Services, LLC#1032, Grass Valley, CA 95945
3Rockwell Tax Service1381 E Main St, Grass Valley, CA 95945
4Edward Jones - Financial Advisor: Ryan W Meacher, CFP®|CPWA®|AAMS®426 Sutton Way Suite 102, Grass Valley, CA 95945
5Mahlmann & Associates101 W McKnight Way UNIT E, Grass Valley, CA 95949
6Encompass Financial Planning LLC900 E Main St Suite 203, Grass Valley, CA 95945
7Emily Rivenes1061 E Main St Suite 203, Grass Valley, CA 95945
8Shannon Buehler - Stanford Mortgage1721 E Main St Suite 1B, Grass Valley, CA 95945
9BMO Bank N.A Branches460 Brunswick Rd, Grass Valley, CA 95945
10Nevada County Mortgage140 Litton Dr #208, Grass Valley, CA 95945
11Moxie Bookkeeping & Coaching West115 S Church St, Grass Valley, CA 95945
12Kroeger Financial12430 Nevada City Hwy, Grass Valley, CA 95945
13Scinto Group, LLP420 Sierra College Dr #360, Grass Valley, CA 95945
14Full Circle Financial: Zwick Kim260 Colfax Ave, Grass Valley, CA 95945

1.Jared Acosta Loan Advisor

Address: 10076 Alta Sierra Dr, Grass Valley, CA 95949

(9) user ratings total:

Edward Wong I cannot begin to explain how great of a job Jared did helping me and my wife with the purchase of our home. We just relocated back to the Sacramento area from Washington and Jared helped us make the transition so much easier in what is normally a very stressful process. Jared went above and beyond working with the lenders to ensure we got the best approval possible. The personal level of service and attention to detail that Jared provided was above my expectations and I will refer anyone I know to him any day. Thanks Jared!
5 /5

2.Sierra Fiduciary Services, LLC

Address: #1032, Grass Valley, CA 95945

(7) user ratings total:

David Bell Sr. I am a long time decorated Honorably Discharged U.S.N. personal. I asked if I could have someone replace the military for me and do the things I always had given to me like, have food for me to eat, clothes for me to wear, transportation for me to get to locations I need to be at, ect. I was given one after another, all jokes, till Matt , Janelle, and son , Jeff accepted the challenge of me being there client. To tell you the truth, I have no idea how they do it but they do. I have been in the Military most my life( Sea Cadets) USN Temp Retired, Retired and belong to many Military clubs to present. The accomplishments I take part in to this day is only because of that loving family that knows how to do what they do. Thank you Quintmeyer family. Sincerely, Mr. David P. Bell Sr.
5 /5

3.Rockwell Tax Service

Address: 1381 E Main St, Grass Valley, CA 95945

(7) user ratings total:

Loana Beeson Thank you for doing my necessary tax work so quickly and we certainly will tell others how nice was the personal service.
5 /5

4.Edward Jones - Financial Advisor: Ryan W Meacher, CFP®|CPWA®|AAMS®

Address: 426 Sutton Way Suite 102, Grass Valley, CA 95945

(5) user ratings total:

pHbonz Ryan has been our financial advisor for several years now. I was always skeptical of getting an advisor and was a do it yourselfer in all matters. My wife started with Ryan first and after meeting him I felt comfortable that he was there for our benefit and was there to really give advice to help our retirement goals. He has a great depth of financial knowledge and how to best apply things to the needs of my wife and I. And he makes great caramel corn. I highly recommend him.
5 /5

5.Mahlmann & Associates

Address: 101 W McKnight Way UNIT E, Grass Valley, CA 95949

(5) user ratings total:

Alice Lindquist Maggie has done our taxes for years. I would highly recommend her services. Shes very friendly and knowledgeable. Wouldnt go to anybody else.
5 /5

6.Encompass Financial Planning LLC

Address: 900 E Main St Suite 203, Grass Valley, CA 95945

(4) user ratings total:

jim s Josh and Sarah and Dallas are a great team. They helped us navigate the world of financial planning (which we were clueless about) with patience and professionalism. They listened to what we wanted and what we werent comfortable with and tailored their recommendations to our comfort level, all while educating us on multiple possibilities. They answered all of our questions thoughtfully, and explained topics so we could understand them. They truly seemed to care. We highly recommend them.
5 /5

7.Emily Rivenes

Address: 1061 E Main St Suite 203, Grass Valley, CA 95945

(2) user ratings total:

Jayne Sousa A top notch professional. I would give Emily 10 stars if I could! Super smart, incredibly knowledgeable, cool with excellent communication skills. I no longer dread tax season!!
5 /5

8.Shannon Buehler - Stanford Mortgage

Address: 1721 E Main St Suite 1B, Grass Valley, CA 95945

(2) user ratings total:

AmPm Tree Service Although this review is listed under AmPm Tree Service, I’m also a Realtor and want to share how much I truly enjoy working with Shannon. I’ve closed several deals with her, and she consistently shows up for both our clients and for me. Shannon is a dedicated lender, a trusted advocate, and an essential part of my team.
5 /5

9.BMO Bank N.A Branches

Address: 460 Brunswick Rd, Grass Valley, CA 95945

images BMO Bank N.A Branches

(18) user ratings total:

Hannah Grace Alyssa went above and beyond to help me even after I had left the location. She resolved my issue and called me to let me know after I had left. I couldn’t believe it, as I have never had such a great customer service experience before. She persisted in helping me after many times of telling her that it was fine. You can tell she really cares about the customers and is absolutely outstanding at taking care of them.
5 /5

10.Nevada County Mortgage

Address: 140 Litton Dr #208, Grass Valley, CA 95945

(157) user ratings total:

Rudy Williams We had an amazing experience working with Nevada County Mortgage during our home purchase. From start to finish, the team was professional, responsive, and incredibly helpful. They made the entire mortgage process smooth and stress-free, keeping us informed every step of the way. What really stood out was their attention to detail and commitment to making sure we understood all of our options. They were always available to answer questions and made sure everything was handled on time. Thanks to Paul and the rest of the team, we were able to close quickly and confidently. I highly recommend Nevada County Mortgage to anyone looking to finance a home. Truly top-notch service!
5 /5

11.Moxie Bookkeeping & Coaching West

Address: 115 S Church St, Grass Valley, CA 95945

(15) user ratings total:

Jacob Griscom Ean has been an essential partner for R&B Communications. She has helped us organize our books to give high level visibility and help us make data driven decisions, while also helping us determine our share price for our stock purchase plan. We love working with her.
5 /5

12.Kroeger Financial

Address: 12430 Nevada City Hwy, Grass Valley, CA 95945

images Kroeger Financial

(10) user ratings total:

Jessica Higgins Super happy with how they handled my taxes! The team took their time to make sure my filling was as advantageous as possible - I’ve been doing my family taxes for years but now that I started a business, I needed more expert help. I got that and more, with an easy tech interface, warm and caring face to face time, and impressive professionalism! Highly recommended
5 /5

13.Scinto Group, LLP

Address: 420 Sierra College Dr #360, Grass Valley, CA 95945

14.Full Circle Financial: Zwick Kim

Address: 260 Colfax Ave, Grass Valley, CA 95945