History
We are the largest and oldest Nevada County based Registered Investment Advisor through the Securities & Exchange Commission. Ostrofe Financial was a pioneer in offering fee-based financial advice in Nevada County and 24 states.
Specialties
When working with a client's finances, Ostrofe Financial, Inc. looks at the whole picture. Our approach takes every financial facet of a clients life into account. This includes investments, insurance, retirement, education, taxes: you name it. We include generational planning, meaning that we work with not only our clients, but their entire families, up to five generations!