Zeller Kern Wealth Advisors
2377 Gold Meadow Way, Gold River, CA 95670
Hours open
Monday:
7:30 AM - 4:30 PM
Tuesday:
7:30 AM - 4:30 PM
Wednesday:
7:30 AM - 4:30 PM
Thursday:
7:30 AM - 4:30 PM
Friday:
7:30 AM - 4:30 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
Zeller Kern Wealth Advisors is a leading institution located at 2377 Gold Meadow Way in Gold River, California, United States. Specializing in accounting and finance, we offer personalized and comprehensive retirement planning services to help you transition into retirement smoothly. Our independent advice is tailored to your specific wealth objectives, ensuring tax efficiency and risk awareness in managing your investment portfolio.
At Zeller Kern, we understand the importance of planning for the future, whether it's increasing the value of your business with our Value Builder System or preparing for the eventual exit from your business. Our team of experienced professionals provides comprehensive planning, investment management, and wealth preservation solutions for high net worth individuals, families, business owners, and physicians.
As a registered investment advisor with Commonwealth Financial Network, we offer a range of financial planning services and fixed insurance products to help you reduce your tax burden and achieve your financial goals. Our dedicated team of financial consultants serves clients in Sacramento, Roseville, Folsom, El Dorado Hills, and Davis, California, ensuring personalized service and tailored solutions to meet your needs. Contact us today to learn more about how Zeller Kern Wealth Advisors can help you secure your financial future.
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