BOCCERI, BOARD, HIGGINS, AND KITZ

Financial ServicesInvestment serviceSacramento, California

Contact

Address
2100 Northrop Avenue Suite 600, Sacramento, California, 95825
Phone
(916) 929-1020
Website
robkitz.com/
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Business Hours

SundayClosed
Monday08:30am – 04:30pm
Tuesday08:30am – 04:30pm
Wednesday08:30am – 04:30pm
Thursday08:30am – 04:30pm
Friday08:30am – 04:30pm
SaturdayClosed

Description

ACCELERATE YOUR INVESTMENTS Financial markets can change in the blink of an eye. But, working with the advisors at Bocceri, Board, Higgins, and Kitz, you know your personalized wealth management strategy is designed for change. With experience since 1980's and a passion for seeing our clients succeed, we employ a general three-part structure to investing. We start by organizing your financial life. Once we have an understanding of your risk tolerance, we incorporate the current financial landscape into your roadmap. Finally, we make sure to continually monitor your progress as you work toward your goals.