Bangerter Financial Strategies, LLC Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Bangerter Financial Strategies, LLC operates in the financial services sector with a focus on 1031 exchanges and alternative tax strategies. The firm positions itself as a single point of contact for clients pursuing real estate and tax planning strategies that align with personal and family goals, providing guidance through complex transaction structures. Based in Roseville, California, the company serves clients in a professional services context, leveraging its expertise to address clients’ tax efficiency and wealth planning needs.

With a small professional team, the firm operates under the umbrella of affiliated entities that handle securities, advisory services, and insurance through independent channels. The organization appears to complement traditional financial advisory by specializing in 1031-related investments and alternative tax strategies, and has publicly noted a recent staffing addition related to its advisory offerings. The overall setup situates the company within a broader financial services ecosystem that includes larger, well-known firms.

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