Mon - Fri: 8:00AM - 5PM
1380 Lead Hill Blvd. Suite 180 Roseville, CA 95661
Jeffrey Bangerter has been working in the Financial Services since 1979; helping his valued clients prepare for and enjoy a comfortable retirement.
Jeffrey has spent the time necessary to get all the licenses needed to be able to put together a proper plan. He is an Enrolled Agent Tax Professional, Mortgage Loan Originator, Investment Advisor Representative, Registered Securities Representative, Insurance Agent and has his Real Estate License.
We empower clients with knowledge to help make smart informed choices as they enter their Golden Years, we make things easy to understand so it becomes clear the direction that should be taken. Our goal is to help people maximize social security, create incomes, provide professional money management, protect your assets from long term care. Our clients know we have a commitment to provide the best solution for their individual situation utilizing our Social Security Planning and Retirement Planning software together to make sure they do not have a point in life where they run out of money.
Jeffrey has been seen frequently on Sacramento’s ABC and CBS affiliate TV Stations, providing timely financial information in an easy to understand format.
Jeffrey has been a resident of Orangevale, CA for over 25 years. When not helping clients increase their confidence about their financial futures, he enjoys boating with his children and grandchildren, traveling, learning something new or spending time with his wife on their Harley.
In volatile economic times like the one we are living through now, it’s more important than ever to make sure your assets are preserved.
Retirement Financial Planning Financial Advisor Annuities Asset Preservation By Jeffrey Bangerter on Nov 12, 2020The Week on Wall Street soared in anticipation of a split Congress. Throughout the election week, stocks rallied coming off of a poor close of October as many Americans went to the polls. Unemployment rates saw a full percentage point decrease to end the week.
Market Update Financial Planning Financial Advisor Stock Market Wall Street Election By Jeffrey Bangerter on Nov 10, 2020Stocks were sent lower as there is still no agreement on a fiscal stimulus bill from Washington D.C. COVID-19 cases continue to rise in the U.S. and Europe. Most have looked to jobless claims as a sign of economic recovery, so good news came when jobless claims reflected less than what was expected after weeks of 800,000+ claims.
Market Update COVID-19 Financial Planning Financial Advisor Stock Market Wall Street By Jeffrey Bangerter on Oct 29, 2020We all know that long-term care is important — but it’s often a discussion we overlook or put on the backburner. We think we will get around to addressing it someday or that circumstances will change. But long-term care planning is vital for everyone to consider. And it’s definitely an important part of any financial planning and retirement strategy. If you are not sure where to start, why it’s important, or what strategies to consider, this discussion may help.
Retirement Financial Planning Financial Advisor Long-Term Care Life Insurance Annuities By Jeffrey Bangerter on Oct 29, 2020The concept of rebalancing an investment portfolio can be traced back to the original theory of the Efficient Frontier which was introduced by Nobel Laureate Harry Markowitz in 1952 and became the foundation of what is known today as modern portfolio theory. Chances are, your investment portfolio was constructed on this principal and whether your equity-to-bond mix is 80/20, 60/40, 50/50 or something different, the objective was to create a balanced portfolio that would seek to meet your goals a...
Financial Planning Financial Advisor By Jeffrey Bangerter on Oct 15, 2020COVID-19 has brought on its own set of side effects when it comes to how we spend our money. On October 4th, Jeff Bangerter spoke with Good Day Sacramento about some of these financial quirks and what they could mean for your own spending habits.
COVID-19 Financial Planning Financial Advisor By Jeffrey Bangerter on Oct 06, 2020Even if you have done everything by the book for decades, chances are good that the COVID-19 pandemic has affected your retirement plans. Some people are making less money or have lost their jobs altogether. Others have seen employers decrease or completely eliminate company matches to 401(k)s and other employer-sponsored retirement accounts. And the stock market, while it may seem to be recovering one day, it changes directions the next. Market uncertainty and the volatility that goes with it a...
Retirement Financial Planning Financial Advisor Estate Planning By Jeffrey Bangerter on Oct 01, 2020In this week's market update, Financial Advisor, Jeff Bangerter discusses the mixed week on Wall Street. Stocks rallied towards the end of the week as late Friday rally pares losses. There seem to be setbacks in Washington D.C. as a fiscal stimulus is on life support.
Market Update By Jeffrey Bangerter on Sep 30, 2020COVID-19 has brought on its own set of side effects when it comes to how we spend our money. Financial professional Jeff Bangerter spoke with FOX40 about some of these financial quirks and what they could mean for your own spending habits.
Market Update By Jeffrey Bangerter on Sep 29, 2020In this week's market update, Jeff Bangerter shares how the pressured technology sector affected the week on Wall Street. The turbulent week of trading ended with the Fed announcing their continued low rates. The Fed does expect a lower unemployment rate to end the year, down from a prediction from June.
Market Update By Jeffrey Bangerter on Sep 22, 2020
Toll-Free: 866.856.4708
Fax: 916.965.5418
Roseville, California:
1380 Lead Hill Blvd., Suite 180
Roseville, CA 95661
Office: 916.965.1879
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Investment advisory services offered through Bangerter Financial Services, Inc., a state registered investment advisor. Securities offered through Concorde Investment Services, Inc. (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Insurance products offered through Concorde Insurance Agency, Inc. (CIA). Bangerter Financial Services, Inc. is independent of CIS, CAM and CIA. To access Concorde’s Form Customer Relationship Summary (CRS), please click here.
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