Bangerter Financial Strategies, Inc.

Bangerter Financial Strategies, Inc. is a financial planner in Roseville, CA, serving individuals and families with comprehensive wealth management, 1031 exchange expertise, and tailored tax strategies. The firm specializes in guiding clients through complex financial transitions, including investment property exchanges, retirement income planning, estate and trust structuring, and qualified opportunity zone investments. Their services are designed for accredited and high-net-worth investors, with a focus on long-term wealth preservation, liquidity planning, and integrated family office solutions. Based in Roseville, they provide personalized financial roadmaps across Northern California, supported by a team committed to holistic, client-centered planning.

The firm emphasizes a customized approach, rejecting one-size-fits-all financial advice. Their team of financial planning experts works closely with clients to build unique strategies that align with personal goals, leveraging in-depth knowledge in tax-efficient investing, real estate, and retirement planning. Services include 1031 exchange facilitation, private wealth management, defined benefit plans, securitized real estate, and estate and trust planning. Bangerter Financial’s process integrates tax strategies across individuals, pass-through entities, corporations, and private investments, ensuring clients maximize benefits while minimizing risk.

Located at 1380 Lead Hill Blvd, Suite 180, the firm sits within a commercial corridor in Roseville, California. The address is situated on Lead Hill Boulevard, a primary road serving the city’s central business district, with access to nearby government and civic infrastructure.

The firm is recognized for its strong online presence and detailed, well-structured information, which supports client trust and transparency. Their website is consistently updated with educational resources, calculators, and professional tools, reflecting a deep commitment to client education and informed decision-making. With a perfect 5.00 rating, the firm stands out for its reliability, expertise, and dedication to personalized financial planning.

Bangerter Financial Strategies is a trusted name in Roseville, where its focus on individualized wealth strategy and long-term financial security continues to serve clients through every stage of their financial journey.