Company Overview
- Headquarters
- 426 Sutton Way Suite 110, Grass Valley CA
- Website
- owensestateandwealth.com
- Phone
- (530) 272-****
- Employees
- 9
- Founded in
- 2008
- Industry
- Financial Services
- NAICS Code
- 5239, 52393, 523, 52
- SIC Code
- 62, 628
Financials & Stats
Revenue
$5B
Who is Owens Estate and Wealth Strategies Group
Owens Estate and Wealth Strategies Group is a financial planning firm headquartered in Grass Valley, California. The company employs 9 people and generates an annual revenue of $5.1 million. Owens Estate and Wealth Strategies Group specializes in helping clients achieve financial independence through personalized financial planning and strategies. They emphasize a deep understanding of each client's unique circumstances, needs, and goals. Their approach involves combining third-party research with in-house analysis to inform investment decisions. The firm prides itself on its friendly, professional, and transparent approach to client service. They welcome inquiries from individuals with varying financial needs and assets, assuring clients that their modest situations are just as important to them. For inquiries or to learn more about their services, potential clients can contact Owens Estate and Wealth Strategies Group at 530-272-7500.
Company Leadership
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