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Jeffrey Bangerter

Bangerter Financial Services, Inc
President
jeffrey@bangerterfinancial.com
(916) 965-1879

Bangerter financial
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.
 

About Us: Bangerter Financial Services, Inc. offers financial investment adviser services helping individuals create retirement strategies using a variety of investment and insurance products

Upcoming Live Webinars

1031 EXCHANGE AND DELAWARE STATUTORY TRUSTS: TAX SAVINGS TO WEALTH CREATION

Available Date(s)
Wednesday, November 11, 2020: 12:00PM EST
Thursday, December 10, 2020: 3:00PM EST
Tuesday, January 12, 2021: 2:00PM EST

CostFREE  CPE Credits1.0 hour  Subject AreaTaxes  Course LevelAdvanced  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other, Real Estate Professional      

Archived Webinars Offered

1031 EXCHANGE AND DELAWARE STATUTORY TRUSTS: TAX SAVINGS TO WEALTH CREATION

Date RecordedOctober 20, 2020  CostFREE  Course Length1.0 hour  Subject AreaTaxes  Course LevelAdvanced  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other, Real Estate Professional