We are committed to providing highly skilled and individualized estate planning, probate services, trust administration and conservatorship services, and special needs planning to guide our clients through the different stages of life.  

We represent individuals of all asset levels, and our goal is to give our clients peace of mind by crafting flexible, efficient, and cost-effective plans that address personal challenges, whether it be minimizing taxes, transferring wealth, preserving assets, or planning for the future of a child with special needs.  We are on the cutting edge of constantly evolving policies and laws, and we take pride in providing prompt, responsive, and respectful service.

Klein Bookkeeping & Tax Service

Klein Bookkeeping & Tax Service

Tracy Klein, Owner

3980 Main Street

P.O. Box 1146

Kelseyville, CA  95451

Phone:  707-279-1960

Email: keepinbooks78@gmail.com

McAllister Financial Group

Financial Consult specializing in helping individuals with Retirement Planning, Goal setting and Business Retirement Plans. Security & Advisory Services offered through Sorrento Pacific Financial, LLC Member FINRA/SIPC

Farm Packages, Crop Insurance, Workers Compensation, Business, Home, Auto, Life and Health Insurance. Serving the heart of Northern California for over 50 years. Call us at(707-900-8386)

Strong Financial Network was established in 1998 by Jennifer Strong, a Lake County native and CERTIFIED FINANCIAL PLANNER™ professional . She and her team offer an individually focused approach to help clients pursue their goals through the creation of a comprehensive life plan centered around clients' individual values. Available to families, businesses and organizations, this innovative and pioneering creativity incorporates the efforts of a professional team of specialists skilled in:

  • Investment Planning

  • Debt Management

  • Insurance Planning

  • Estate Planning

  • Retirement Planning

  • Cash Flow Management

Sterling Mortgage

We've been helping Lake Co. home buyers for over a decade.Local,knowledgeable & friendly service. Let us help you get into your Dream Home.

Lincoln-Leavitt

We are a full service broker agency writing business for farm, commercial, work-comp, personal home and auto, health, and more! We are passionate about our local community and actively participate in local and charity events.

Community Development Services

CDS is dedicated to helping our clients establish financial stability during these uncertain economic times. We specialize in rural economic development and business financing, with more than 25 years of experience serving Northern California. Our projects range in size from $35,000 to $33 million, with rates as low as 2% fixed for a 20-year term.

Joan Sturges, CPA, CFE, CVA, PI

Tax preparation for all entities.  Joan Sturges has prepared over 15,000 tax returns and has acquired a wealth of knowledge. Full range of accounting services including: Tax preparation, payroll; QuickBooks; non-profit returns; audit, review and compilation reports; fraud examinations; forensic, private investigation services and other litigation services.

Nestegg Investment Consulting

Nestegg Investment Consulting

Rian Sommerfield, CSA
3970 Main St., Suite 7
Kelseyville, CA  95451
Phone: 707-279-1846
 

Umpqua Bank

Umpqua Bank

Debbie Gerace
4280 Main St.
Kelseyville, CA  95451
Phone: 707-263-2123
Fax: 707-279-8900
Email: debbiegerace@umpquabank.com
Website: www.umpquabank.com

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