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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 |
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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.
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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.
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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.
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!
Frequently asked questions about BOCCERI, BOARD, HIGGINS, AND KITZ
How is BOCCERI, BOARD, HIGGINS, AND KITZ rated?
BOCCERI, BOARD, HIGGINS, AND KITZ has a 4.5 star rating with 31 reviews.
When is BOCCERI, BOARD, HIGGINS, AND KITZ open?
BOCCERI, BOARD, HIGGINS, AND KITZ is closed now. It will open at 8:30 a.m.