Financial Planners in Grass Valley, CA — 7 Firms (2026)
7 financial planners in Grass Valley, California meet our listing bar — a website plus a public review record. They average 4.03★ across 7 rated firms, and 3 are rated 4.5★ or higher. The highest-rated is Sierra Fiduciary Services, LLC at 5.0★ across 8 Google reviews.
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SF
Financial PlanningGrass Valley, CA
Financial Planning in Grass Valley, California offering financial planning. Rated 5.0★ across 8 Google reviews.
AA
Apple & Associates✓ Verified
Financial PlanningGrass Valley, CA
Financial Planning in Grass Valley, California offering financial planning, and advisory. Rated 5.0★ across 6 Google reviews.
MI
Meyers Investment Group of Baird✓ Verified
Financial PlanningGrass Valley, CA
Financial Planning in Grass Valley, California offering financial planning. Rated 4.5★ across 8 Google reviews.
KF
Kroeger Financial✓ Verified
Financial PlanningGrass Valley, CA
Financial Planning in Grass Valley, California offering financial planning. Rated 3.8★ across 10 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningGrass Valley, CA
Financial Planning in Grass Valley, California offering advisory. Rated 3.7★ across 20 Google reviews.
BO
Bank of America (Lobby Service Only)✓ Verified
Financial PlanningGrass Valley, CA
Financial Planning in Grass Valley, California offering financial planning, and advisory. Rated 3.6★ across 12 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningGrass Valley, CA
Financial Planning in Grass Valley, California offering financial planning, and advisory. Rated 2.6★ across 32 Google reviews.
Top financial planners in Grass Valley
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Sierra Fiduciary Services, LLC | Financial Planning | ★ 5.0 | 8 |
| 2 | Apple & Associates✓ | Financial Planning | ★ 5.0 | 6 |
| 3 | Meyers Investment Group of Baird✓ | Financial Planning | ★ 4.5 | 8 |
| 4 | Kroeger Financial✓ | Financial Planning | ★ 3.8 | 10 |
| 5 | BMO Bank N.A Branches✓ | Financial Planning | ★ 3.7 | 20 |
Financial planners and accountants
Financial planners focus on investments, retirement, and long-term wealth strategy, while accountants focus on tax and compliance. The roles overlap for business owners and high earners. Look for fiduciary advisors (legally required to act in your interest) and understand how they're paid — fee-only, commission, or a mix.