BULMAN WEALTH GROUP
About the Business
Bulman Wealth Group is a finance and insurance agency located at 3400 Douglas Boulevard in Roseville, California. Our mission is to create and maintain easy-to-understand retirement plans that are tailored to your individual needs. As fiduciaries, we are legally bound to prioritize your best interests, ensuring that your retirement plan is designed with your goals in mind.
We offer personalized guidance on retirement income needs, investment strategies, tax considerations, healthcare costs, and estate planning. Our team is dedicated to helping you navigate the complexities of retirement planning and maximize the legacy you leave for your loved ones.
Take our complimentary quiz to identify your biggest "Retirement Gap" and receive a customized report with suggested next steps. Please note that all content provided is for information purposes only and should be discussed with your individual advisor before implementation.
Chris Bulman Inc. dba Bulman Wealth Group is a registered SEC Investment Advisor offering advisory services in California, Pennsylvania, Texas, and Nevada. BWG Insurance Agency and Ameritas Life Insurance Corp. provide insurance products and services under our supervision.
We are not affiliated with or endorsed by the Social Security Administration or any government agency. Our services are available to residents of California, Pennsylvania, Texas, and Nevada, or where legally permitted. All investments involve risk, and suitability should be assessed based on your objectives, risk tolerance, and time horizons.
The images on our website are for visual enhancement purposes only and do not represent current or former clients. Purchases are subject to suitability and may result in potential loss of capital. Contact us today to schedule a 15-minute call and start planning for the retirement of your dreams with Bulman Wealth Group.
Photos
Location & Phone number
3400 Douglas Blvd Suite 150, Roseville, CA 95661, United States
Hours open
Monday:
8:30 AM - 4:30 PM
Tuesday:
8:30 AM - 4:30 PM
Wednesday:
8:30 AM - 4:30 PM
Thursday:
8:30 AM - 4:30 PM
Friday:
8:30 AM - 3:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Great job. Chris was able to show me different ways to meet my goal to retire in Thailand. Thanks Chris"
"I had a very nice experience with the Bulman Group. I got to them advisor through the Dave Ramsey show. Rachel was very kind and transparent and even share a couple of resources for me to continue learning about general investments."
"Great guy. Highly recommend."
"Amazingly talented, good, upstanding people. Phenomenal communicators that have a unique knack for simplifying complexity and jargon and distilling it into advice in plain English."
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