Sacramento’s Top Rated Wealth Advisors

We are credentialed financial planners, investment advisors, and planning consultants for business owners. We have over 35 years combined experience and are dedicated to delivering the highest level of service to our clients. Whether you are an individual, family, or business owner, our discussions with you are about more than your financial capital, but also your life’s purpose and well-being.

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Zeller Kern Wealth Advisors	Sacramento location
askme@zellerkern.com	11335 Gold Express Drive, Suite 155
916.436.8270	Gold River, Ca 95670
866.536.6131	GET DIRECTIONS

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askme@zellerkern.com

p 916.436.8270

p 866.536.6131

f 916.436.8280

11335 Gold Express Drive

Suite 155

Gold River, CA 95670

Individuals / Families

Services for Individuals
and Families

Retirement Planning

Investment Management

Wealth Vault^®

Family Legacy Planning

Tax Planning

Asset Protection Planning

Wealth Transfer Planning

Business Owners

Services for Business Owners

Building Business Value

Business Exit Planning

Wealth Vault^®

Asset Protection Planning

Risk Management

Retirement Plan Design and Asset Management

Buy-Sell Agreements / Business Continuity Planning

Physicians

Services for Physicians

Asset Protection Planning

Retirement Plan Design and Asset Management

Wealth Vault^®

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Financial Advisors and Planners, Wealth Management and Retirement Planning Sacramento, Roseville, Folsom, El Dorado Hills and Davis, California

This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, FL, GA, ID, IL, IN, LA, ME, MN, MT, NJ, NV, OR, NY, TN, TX, VT and WA. No offers may be made or accepted from any resident outside thesestates due to various state regulations and registration requirements regarding financial investment products and services. The financial consultants of Zeller Kern are registered representatives and investment adviser representatives with and offer securities and advisory services through Commonwealth Financial Network, Member FINRA Financial Investor Regulatory Authority / SIPC Security Investor Protection Corporation, a registered investment advisor. Serving clients from offices in Gold River, CA and the nearby cities of Roseville, Folsom, El Dorado Hills and Davis, Zeller Kern Wealth Advisors, Inc., a registered investment advisor is a leading Sacramento Financial Advisor and Retirement Planning firm.
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