Bangerter Financial Strategies, Inc. - Roseville, California

Address: 1380 Lead Hill Blvd STE 180, Roseville, CA 95661, United States.
Phone: 9169651879.
Website: bangerterfinancial.com
Specialties: Financial consultant, Finance broker, Financial planner.
Other points of interest: Identifies as veteran-owned, Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointment required, Appointments recommended.
Opinions: This company has 104 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Bangerter Financial Strategies, Inc.

☎️9169651879

⏰ Open Hours of Bangerter Financial Strategies, Inc.

Monday: 8 AM–5 PM
Tuesday: 8 AM–5 PM
Wednesday: 8 AM–5 PM
Thursday: 8 AM–5 PM
Friday: 8 AM–5 PM
Saturday: Closed
Sunday: Closed

: A Comprehensive Review

Located at 1380 Lead Hill Blvd STE 180, Roseville, CA 95661, United States, is a highly regarded financial consulting firm with a strong emphasis on personalized service. Established by a veteran, this company prides itself on offering a wide range of financial solutions to meet the diverse needs of its clients. Their commitment to excellence is evident in their 5/5 average rating based on 104 reviews on Google My Business.

The firm specializes in financial consulting, finance brokering, and financial planning, catering to individuals and businesses alike. Their expertise spans various areas, including investment advice, retirement planning, estate planning, and risk management. With a focus on fostering long-term relationships with their clients, offers personalized attention and tailored solutions to help clients achieve their financial goals.

is accessible to clients with disabilities, featuring a wheelchair-accessible entrance, parking, and restroom facilities. Online appointments are available, making it convenient for clients to schedule consultations at their preferred time and location. It is recommended to book an appointment in advance to ensure optimal service.

The company's commitment to client satisfaction is evident in their dedication to providing comprehensive financial advice and support. Their team of experienced professionals works closely with clients to understand their unique circumstances and develop strategies that align with their financial objectives.

Recommending :

For those seeking a reliable and experienced financial consultant, stands out as an excellent choice. With a strong track record, personalized service, and a range of specialties, this company is well-equipped to assist clients in achieving their financial goals. Their dedication to accessibility and client satisfaction makes them an ideal partner for anyone looking to secure their financial future.

To learn more about or to schedule a consultation, visit their website at bangerterfinancial.com or contact them directly at 9169651879. Don't miss this opportunity to take control of your financial future with the help of a trusted and experienced financial consultant.

👍 Reviews of Bangerter Financial Strategies, Inc.

Bangerter Financial Strategies, Inc. - Roseville, California

Linda R.

5/5

When I decided to retire, being self employed, I needed to make a lot of financial decisions. I had no 401k or retirement plan set up. A friend told me about Gaston and Bangerter Financial. He had properties to sell (as I did also) and we both had the same question. What about capital gains? I had heard of the 1031 exchange way to go, but I did not want to be a landlord! After all, I was retiring and did not want to worry about people not paying their rent, turning into squatters, constantly repairing things and God forbid trashing my homes! The rent income from my homes WAS my retirement money to live on. So I had be careful and be smart. When I heard about DST’s as a way to receive a 1031 exchange and not pay capital gains! I was thrilled! It gave me more than enough to live on and kept my original investment to pass on to my children. And Gaston handles it all for me. Although I was skeptical at first since my whole life depended on this investment, I soon began to trust and rely on Gaston. The payments have come exactly as Gaston had promised and I have the peace of mind of not worrying about it. That’s what retirement should be. I have been able to travel, spend time with my family and friends and enjoy my new chapter in life! Thank you Gaston! I’m going to adopt you!

doctoc2001

5/5

I have been so happy to become familiar with this financial group. Since becoming a member, I could not be happier. They are well rounded and very helpful with getting right back to me with any questions I might have. Have set up a great plan for retirement, and very transparent. Highly recommend!

Michael D.

5/5

Bangerter Financial Services is an awesome one stop entity for all your investement, retirement, and whatever else you might need help with. The entity has access to many tools and products. Jeff and the team are very responsive and are always available. Thank you Bangerter Financial Services.

kathy M.

5/5

Working with Gaston was one the best investing experiences in my life. He is knowledgable , trust worthy and professional. I highly recommend to do investment with his firm specially, with Gaston to get tax deferment on capital gains .

DAN Y.

5/5

Working with Gaston was fanastic. He worked with us very patiently, courteously, and professionally for the last 2 years. He was alway available, had the answers to our questions and found the information that we wanted needed in a timely and expedient manner everytime. We feel very confortable and confident in his recommendations and results. Thanks so much Gaston. You are the best.

Kurt F.

5/5

We were completely naive to the whole DST specialty niche, and actually met Gaston at one of his seminars. Gaston was absolutely wonderful to work with as he patiently guided us through the process. Always prompt with his replies to my questions. Taking the time to make sure we understood the BIG picture and letting us know before hand all the steps that would be coming and the exact timing of when we needed to do them by. By the time our property sold, we already had all the steps set up and ready to go. Making the transition easy, so when Gaston and his third party team members went to work, it all happened just as he said it would. Gaston made us feel at all times extremely confident that we could maneuver a very complex process (of course it's complex the IRS made the rules) and come out of it unscathed. As we had hoped and Gaston had promised. I look forward to many years of working with Gaston as we cycle through our properties and our investment continues to grow..free of all the landlord headaches and expenses. Couldn't say enough good things about our experience with Gaston and Bangerter. Gaston, you will have to settle for 5 stars because I couldn't give you 6!

Glen B.

5/5

I have worked closely with Gaston for almost a year now. He is a very good researcher and has helped me find desirable 1031 DST investment opportunities. We have completed 8 so far and they are providing me with reliable income without all of the hassles of being a land lord. Looking at selling another property in the next couple of months and look forward to working with Gaston on that one as well. I could not be happier with Bangerter Financial Services and their team of seasoned professionals.

Glen

Debbie M.

5/5

My husband and I are so thankful that we found Gaston Escudero and Bangerter Financial Services! We are 1031 exchange newbies, and Gaston's guidance and knowledge was invaluable as we navigated into the world of DST investments! He was very generous with his time, patient with all our questions and made us feel like valued clients! We are now proud owners of 2 DST investments, and highly recommend Gaston and Bangerter Financial Services!