This profile has been claimed by the business owner or representative.
BOCCERI, BOARD, HIGGINS, AND KITZ
- Investment Service
- Sacramento, CA
About this business
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
Location details
2100 Northrop Avenue, Suite 600, Sacramento, CA, 95825, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:30 a.m. to 4:30 p.m. | |
| Tue | 8:30 a.m. to 4:30 p.m. | |
| Wed | 8:30 a.m. to 4:30 p.m. | |
| Thu | 8:30 a.m. to 4:30 p.m. | |
| Fri | 8:30 a.m. to 4:30 p.m. | |
| Sat | Closed | |
| Sun | Closed |
To become the finest, work with the finest. That is precisely why I hired **** to handle my finances since he is absolutely the greatest. That is my experience and also how, with ****** aid and skills, I was able to improve my entire financial situation.
Ill be honest with you, I'm terrible at managing my private money. That is why my spouse persuaded me to find a qualified consultant to handle it for me. I couldn't have been happier or more pleased with **** as my advisor.
Frankly speaking, I wish I had known **** before I even founded my company since it would have saved me a lotta time and money. Every recommendation he provides me as well as every work he completes for me is flawless. Honestly, I am happy for the chance to work alongside him.
After my former funding manager left, I was in a complete catastrophe. Nevertheless, I learned about **** and decided to give his skills a shot because my situation could not really be any severe. That proved to be the correct decision, and it is for this reason that I wholeheartedly suggest ****, who is the genuine article.
Business response:
Thank you for your nice review *********. I look forward to continuing our work together.
****** services would be the greatest choice for those in need of effective financial management. Hiring **** as my financial consultant was the best financial decision I've made in a long time, and I need to confess that this has helped me considerably.
Business response:
*****, thank you for all the trust and confidence you have shown in us. I'm glad we were able to impact you so positively.
After an unsuccessful collaboration with my prior consultant, I was referred to **** a few months ago. In all honesty, my encounter with **** has been nothing short of fantastic, and I've even suggested him to a few of my colleagues, who have all been as pleased.
To say ****** solutions are excellent and extremely professional is an understatement. Truthfuly, his financial planning skills greatly aided me in my career, and I couldn't have been happier.
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.
Business response:
******, 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!
Business response:
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.
Frequently asked questions about BOCCERI, BOARD, HIGGINS, AND KITZ
How is BOCCERI, BOARD, HIGGINS, AND KITZ rated?
BOCCERI, BOARD, HIGGINS, AND KITZ has a 5 star rating with 25 reviews.
When is BOCCERI, BOARD, HIGGINS, AND KITZ open?
BOCCERI, BOARD, HIGGINS, AND KITZ is closed now. It will open on Monday at 8:30 a.m.