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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 States
Get directionsWeekday | Schedule | Status |
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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 |
After the attacks of 9/11 I lost all my money that was unwisely invested. I lost faith in financial advisors until I met Gary S****** He wanted to know what I wanted and expected from the investments. He is always there if you have questions. His entire team are so professional and courteous. I cannot say enough good things about Gary S*****.
He is as dishonest as they come. License was revoked 2 years ago.Please see:https://morristowngreen.com/2020/02/26/**********-investment-adviser-defrocked-by-state-preyed-on-retirees-according-to-lawsuit/Several clients have lost hundreds of thousands of dollars because of him.
I'm going to be brief and to the point. ****** advice has indeed been vital in salvaging my company, specifically following my prior advisor left it in shambles. Whichever your financial needs are, **** is the well-rounded individual you'll require.
**** was referred to me after I went through a crisis as a result of my terrible financial situation. Honestly, I can't say enough about how wonderful he is at what he does and how much my total financial situation has progressed.
Senior citizens have lost their entire life savings .Are you incompetent or just greedy ? You gave our money to a known felon. Many, many red flags. We trusted you. When do you mean to make your clients as whole as possible.
BOCCERI, BOARD, HIGGINS, AND KITZ has a 4.5 star rating with 31 reviews.
BOCCERI, BOARD, HIGGINS, AND KITZ is closed now. It will open at 8:30 a.m.