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.
Showing 7 of 7 · sorted by Google rating
1.
Sierra Fiduciary Services, LLC
★★★★★★★★★★5.0(8 Google reviews)
Financial Planning · #1032, Grass Valley, CA 95945
2.
Apple & Associates
★★★★★★★★★★5.0(6 Google reviews)✓ Verified on Google
Financial Planning · 565 Brunswick Rd Ste 8, Grass Valley, CA 95945
Services: advisory
3.
Meyers Investment Group of Baird
★★★★★★★★★★4.5(8 Google reviews)✓ Verified on Google
Financial Planning · 360 Sierra College Dr #200, Grass Valley, CA 95945
4.
Kroeger Financial
★★★★★★★★★★3.8(10 Google reviews)✓ Verified on Google
Financial Planning · 12430 Nevada City Hwy, Grass Valley, CA 95945
5.
BMO Bank N.A Branches
★★★★★★★★★★3.7(20 Google reviews)✓ Verified on Google
Financial Planning · 460 Brunswick Rd, Grass Valley, CA 95945
Services: advisory
6.
Bank of America (Lobby Service Only)
★★★★★★★★★★3.6(12 Google reviews)✓ Verified on Google
Financial Planning · 134 S Church St, Grass Valley, CA 95945
Services: advisory
7.
Bank of America Financial Center
★★★★★★★★★★2.6(32 Google reviews)✓ Verified on Google
Financial Planning · 804 Sutton Way, Grass Valley, CA 95945
Services: advisory
Top financial planners in Grass Valley
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Sierra Fiduciary Services, LLC | Financial Planning | 5.0 / 5 | 8 |
| 2 | Apple & Associates | Financial Planning | 5.0 / 5 | 6 |
| 3 | Meyers Investment Group of Baird | Financial Planning | 4.5 / 5 | 8 |
| 4 | Kroeger Financial | Financial Planning | 3.8 / 5 | 10 |
| 5 | BMO Bank N.A Branches | Financial Planning | 3.7 / 5 | 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.