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Ostrofe Financial Consultants, Inc

565 Brunswick Rd Ste 15
Grass Valley, CA, 95945
(800) 399-5489
Ostrofe Financial Consultants, Inc., is the oldest and largest S.E.C. fee-based, Nevada County-based Registered Investment Advisor (by asset size, based on research 11/14 at www.adviserinfo.sec.gov) located in Grass Valley, California

420 Sierra College Drive, Suite 200  Grass Valley, CA 95945  •  800-399-5489

Ostrofe Financial Consultants, Inc

  • Home
  • Our Team
  • About Us
    • What We Are Good At
    • What You Can Expect
  • News
  • Contact

The Vital Role of Estate Planning

June 1, 2020 Stephanie Leishman

We hope you have enjoyed our episodes of Beyond Investments on KNCO! In this episode, Seth Leishman and Rick Fisher share how the market has been performing lately and what businesses are doing to open up again, and how consumers are responding.

In the second half, Seth Leishman and Rick Fisher discuss estate planning and how vital it is for every family.

In Radio Shows Tags estate planning, family

Mom and Dad Took Care of You; Now...?

February 26, 2019 Allen Ostrofe
Allen Ostrofe, OFC, The Union

We, the Baby Boomers, are the “Sandwich Generation”. It seems as soon as we have raised our own kids and gotten them off to college and jobs, that we are faced with the robust task of helping with mom and dad’s health, as well as financial and general needs.

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In Articles Tags retirement, aging, parents, family, taxes, Allen Ostrofe

The Financial Impact of Divorce

April 20, 2018 Seth Leishman

In this show, Seth Leishman discusses the financial side of dealing with divorce in a discussion with divorce attorney Richard Burton. They talk about divorce, custody, and other things to think about when dealing with divorce. 

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In Radio Shows Tags divorce, family, financial planning, personal finance

Growing a Family Business in Nevada County

January 8, 2018 Seth Leishman

Ray Byers' experiences growing family businesses.

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In Radio Shows Tags family, family business

Running a Family Business - with Jim Moule

December 14, 2017 Seth Leishman

In this episode, Seth Leishman and Jim Moule talk about running a family business in a small community.

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In Radio Shows Tags family, small business
1 Comment

5 Important End-of-Year Points

December 11, 2017 Allen Ostrofe
Allen Ostrofe, The Union

Last week, we received a call from Santa Rosa, from a widow who is feeling the holiday spirit. She is financially secure, will have significant capital gains this year, is worried about those in her community, and her immediate family. She had a sum of money in mind to help, and asked us for our 5 best ideas.

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In Articles Tags year end, investing, children, taxes, financial planning, family, Allen Ostrofe

Supporting Our Children who are Serving in the Military - with Paula Onescu

November 27, 2017 Seth Leishman

Seth and Paula talked about some of the difficulties and hardships placed on parents when their children are deployed overseas and how a community can support the troops.

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In Radio Shows Tags military, family
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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Ostrofe Financial Consultants, Inc., a Registered Investment Advisor and separate entity from LPL Financial.

 

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, AZ, CA, CO, CT, GA, HI, IA, ID, IL, IN, KS, MD, ME, MI, MN, MT, NC, NH, NM, NV, NY, OH, OR, PA, SC TX, UT, VA, WA.

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