Owens Estate & Wealth Strategies Group is a team of experienced financial professionals and smart money managers based in Auburn, CA. They are committed to building personal relationships with their clients and providing trustworthy guidance in all aspects of their financial well-being. With a range of services including financial planning, asset management, retirement planning, insurance services, and estate consulting, they aim to bring value and simplicity to their clients' lives.
Their investment committee carefully selects investments that align with their clients' goals and they provide valuable insights through seminars, market updates, and perspectives from their Partner and Director of Research. With a focus on personal touches and a warm, relatable approach, Owens Estate & Wealth Strategies Group strives to create a comfortable and empathetic environment for their clients.
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