Owens Estate and Wealth Strategies Group Employee Directory
Financial ServicesCalifornia, United States2-10 Employees
Owens Estate and Wealth Strategies Group operates in the financial services industry and is located at 426 Sutton Way Suite 110, Grass Valley, California 95945, United States. The company employs between 2 and 10 people. It describes its approach as aiming to help clients achieve a stable, comfortable, and financially independent future through careful planning and preparation for the unexpected, after assessing each client's current situation and financial goals. It bases its decisions on a mix of third‑party research and in‑house analysis and states that it welcomes inquiries from clients whose needs or assets are modest. The organization is not a registered broker/dealer and operates independently of Raymond James Financial Services, Inc.; investment advisory services are offered through Raymond James Financial Services Advisors, Inc., and securities are offered through Raymond James Financial Services, Inc., which is a FINRA/SIPC member, with additional regulatory disclosures noted.