Ostrofe Financial Consultants, Inc., is the oldest and largest S.E.C. fee-based, Nevada County-based Registered Investment Advisor (by asset size, based on research 11/14 at www.adviserinfo.sec.gov) located in Grass Valley, Ca.
Michael Lyman owns Ridgeline Pediatric Day Health and Respite Services, which provides skilled nursing day care for children with special severe medical conditions. We talked about the need to have facilities like this.
Last week, we received a call from Santa Rosa, from a widow who is feeling the holiday spirit. She is financially secure, will have significant capital gains this year, is worried about those in her community, and her immediate family. She had a sum of money in mind to help, and asked us for our 5 best ideas.