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Jeffrey Bangerter

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.

Recent posts

Three Key Strategies Investors Use a 1031 Exchange For

Most investors who are familiar with the 1031 Exchange, know it as an investment structure that enables an investor to defer capital gains tax on the appreciated value of a real estate investment property. And this is certainly one of the most attractive benefits an exchange offers, but it is not the only one. In fact, there are several strategic reasons why a 1031 exchange might appeal to prospective investors, and in this post, we look at a few of those.

DST Diversification 1031 Exchange Estate Planning Tax Planning By Jeffrey Bangerter on Sep 16, 2020

Stocks Continue Downward Slide

In this week's Market Update, financial advisor, Jeffrey Bangerter speaks upon the volatile path hindered by the upcoming election, uncertainty in the economy, and another delay in fiscal stimulus. The shortened week of trading following Labor Day led the Nasdaq into correction territory.

Market Update By Jeffrey Bangerter on Sep 15, 2020

Stocks Stall as Recovery Continues

In this week's Market Update, financial advisor, Jeffrey Bangerter discusses the late week sell-off as technology companies slipped in the last part of the week. The labor market recovery continued as shown by a series of employment-related reports by ADP.

Market Update By Jeffrey Bangerter on Sep 09, 2020

Stocks Power High

In this week's Market Update, financial advisor, Jeffrey Bangerter describes the week on Wall Street with the positive COVID-19 developments. Stocks power higher with promising news from U.S. and China video conference. There are changes in the Dow Industrials with new stocks added amidst the Dow-component Apple stock split.

Market Update By Jeffrey Bangerter on Sep 04, 2020

How to Select a Financial Advisor

Selecting a financial advisor may be one of the most important decisions you ever make. After all, you will be entrusting your financial well-being to this person who will help you plan, invest, and manage your money throughout your working life and through retirement. That is no small responsibility.

Financial Planning Financial Advisor By Jeffrey Bangerter on Aug 27, 2020

Stocks Reach New Highs

In this week's Market Update, financial advisor, Jeffrey Bangerter reviews the record-breaking week on Wall Street for the S&P 500 and NASDAQ Composite. He then explains different factors for the new highs in the market including the confidence following the end of the COVID-19 pandemic.

Market Update By Jeffrey Bangerter on Aug 25, 2020

Stocks and Consumer Prices Rise

In this week's Market Update, financial advisor, Jeffrey Bangerter, follows up with the week on Wall Street. Consumer prices jump in July matching the increase in June. This week, the S&P 500 nears an all-time high coupled with a falling rate of COVID-19 cases nationwide.

Market Update By Jeffrey Bangerter on Aug 20, 2020

Earnings Season Winds Down

In this week's Market Update, financial advisor, Jeffrey Bangerter, gives a rundown of this week on Wall Street as Congress stalls to pass a new fiscal stimulus bill. Earnings season winds down with encouraging news reports and a decline in new COVID-19 cases nationwide.

Market Update By Jeffrey Bangerter on Aug 14, 2020

Ten Biggest Mistakes 1031 Exchange Investors Make

A 1031 Exchange can be confusing and stressful leading many 1031 exchange investors to make critical mistakes.

Retirement COVID-19 Financial Planning By Jeffrey Bangerter on Aug 13, 2020

Stocks Have Mixed Reactions

In this week's Market Update, financial advisor, Jeffrey Bangerter, gives a rundown of the stock market's reaction to this week on Wall Street. In addition, he informs us on this week's key economic data and companies reporting earnings. Join us every week for our Weekly Market Update.

Market Update By Jeffrey Bangerter on Aug 04, 2020
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Fax: 916.965.5418

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities offered through Concorde Investment Services, LLC (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 Strategies, Inc. is independent of CIS, CAM and CIA. To access Concorde's Form Customer Relationship Summary (CRS), Privacy Policy and Form ADV, please click here

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact us at 916.965.1879.

There are material risks associated with investing in DST properties and real estate securities including liquidity, tenant vacancies, general market conditions and competition, lack of operating history, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potential adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal. Past performance is not a guarantee of future results.  Potential cash flow, returns and appreciation are not guaranteed. IRC Section 1031 is a complex tax concept; consult your legal or tax professional regarding the specifics of your particular situation. This is not a solicitation or an offer to sell any securities. DST 1031 properties are only available to accredited investors (typically have a $1 million net worth excluding primary residence or $200,000 income individually/$300,000 jointly of the last three years) and accredited entities only. If you are unsure if you are an accredited investor and/or an accredited entity please verify with your CPA and Attorney.

1Fixed Annuities are long term insurance contacts and there is a surrender charge imposed generally during the first 5 to 7 years that you own the annuity contract. Withdrawals prior to age 59-1/2 may result in a 10% IRS tax penalty, in addition to any ordinary income tax. Any guarantees of the annuity are backed by the financial strength of the underlying insurance company.

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