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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. Fin... read more
2100 Northrop Avenue, Suite 600, Sacramento, CA, 95825, United StatesGet directions
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|Fri||8:30 a.m. to 4:30 p.m.|
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I trust Gary Scheer with my investment and he hasn't disappointed. Each year my ROI is well above average for industry standard and S&P 500.
******, thank you for the trust and confidence you have shown in my team and me. We look forward to helping you for many years to come.
I learned of Gary while listening to his radio program on WMTR many years ago. I scheduled an appointment with him to review my portfolio since I would be retiring in the near future. The advice he gave me was well-researched and very informative. I would recommend him to anyone who would like help and guidance on retirement. He was also excellent in helping me with my Required Minimum Distribution (RMD). I am very happy that we planned and worked together and created a very sound portfolio. Thank you, Gary!
Lorraine, you have been a delight to work with during all the years we have known each other. I am very happy that you are doing so well and look forward to continuing our relationship for many years to come.
BOCCERI, BOARD, HIGGINS, AND KITZ has a 5 star rating with 142 reviews.
BOCCERI, BOARD, HIGGINS, AND KITZ is closed now. It will open on Monday at 8:30 a.m.