Owens Estate and Wealth

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

426 Sutton Way Ste 110, Grass Valley, Ca...

Phone Number

(866) 966-7005

Revenue

$5.1 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Owens Estate and Wealth

Owens Estate & Wealth Strategies Group is a financial advisory firm based in Grass Valley, CA, dedicated to providing personalized financial planning, asset management, retirement planning, estate consulting, and insurance services. The firm prides itself on building personal relationships and offering trustworthy guidance through a team of experienced financial professionals. Their approach emphasizes clear communication and empathy, ensuring clients feel understood and supported in their financial journeys. They cater to individuals seeking comprehensive financial strategies tailored to their unique life goals.Explore more
Owens Estate and Wealth's Social MediaPopular SearchesOwens Estate and WealthOwens Estate & Wealth Strategies GroupOwens Estate and Wealth Strategies GroupOwens Capital Asset Management IncRaymond James Bank NASIC Code 62,628NAICS Code 52,523Show more

Owens Estate and Wealth Org Chart

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MO
United States flag for contact location.

Partner, Chief Operating Officer, and Directo...

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Compare insights from companies similar to Owens Estate and Wealth, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Owens Estate and Wealth

$5.1M
11-50
Private
-
1962
MO
Matthew OlsenPartner, Chief Operating Officer, and Director of Technology
<$5M
1-10
Private
-
2016
RH
Randall HordRaincross Financial Partners President & Founder
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2007
<$5M
11-50
Private
-
2007
JZ
Joshua ZoldanClient Relationship Manager
<$5M
1-10
Private
-
1997
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Owens Estate and Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Owens Estate and Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Owens Estate and Wealth.

Owens Estate and Wealth Tech Stack

A closer look at the technologies used by Owens Estate and Wealth

Top Finance Companies

Frequently Asked Questions Regarding Owens Estate and Wealth

What is Owens Estate and Wealth's official website?
Owens Estate and Wealth's official website is www.owensestateandwealth.com
What is Owens Estate and Wealth's Revenue?
Owens Estate and Wealth's revenue is $5.1 Million
What is Owens Estate and Wealth's SIC code?
Owens Estate and Wealth's SIC: 62,628
What is Owens Estate and Wealth's NAICS code?
Owens Estate and Wealth's NAICS: 52,523
How many employees does Owens Estate and Wealth have?
Owens Estate and Wealth has 11-50 employees
What industry does Owens Estate and Wealth belong to?
Owens Estate and Wealth is in the industry of: Finance, Insurance, Securities Trading
What is Owens Estate and Wealth competition?
Owens Estate and Wealth top competitors include: James MacMillan, Raincross Financial Partners, Copper Canyon Wealth Management, Eppolito Financial Strategies
What technology does Owens Estate and Wealth use?
Some of the popular technologies that Owens Estate and Wealth uses are: Ruxit, YouTube, Microsoft 365, Vimeo
How do I contact Owens Estate and Wealth?
Owens Estate and Wealth contact info: Phone number: (866) 966-7005 Website: www.owensestateandwealth.com
What does Owens Estate and Wealth do?

Owens Estate & Wealth Strategies Group is a financial advisory firm based in Grass Valley, CA, dedicated to providing personalized financial planning, asset management, retirement planning, estate consulting, and insurance services. The firm prides itself on building personal relationships and offering trustworthy guidance through a team of experie... nced financial professionals. Their approach emphasizes clear communication and empathy, ensuring clients feel understood and supported in their financial journeys. They cater to individuals seeking comprehensive financial strategies tailored to their unique life goals.Read More

What are Owens Estate and Wealth social media links?
Owens Estate and Wealth Linkedin page Owens Estate and Wealth Facebook page
Is Owens Estate and Wealth a public company?
Owens Estate and Wealth is private company therefore does not currently have an official ticker symbol
See more information about Owens Estate and Wealth

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