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

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p 866.536.6131

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11335 Gold Express Drive

Suite 155

Gold River, CA 95670

Individuals / Families

Services for Individuals and Families

Purposeful Conversation^™

Retire with Confidence

Steps to Plan Your Retirement

Protecting Your Sudden Wealth

Simplify Your Life with Wealth Vault^®

Managing Your Investments

Reduce Your Tax Burden

Safeguard Your Assets

Preparing Your Heirs

Business Owners

Services for Business Owners

Building the Value of Your Business

Develop an Exit Plan

Simplify Your Life with Wealth Vault^®

Advanced Retirement Savings Plans

Safeguard Your Assets

Retirement Plan Design and Asset Management

Buy-Sell Agreements/Business Continuity Planning

Preparing Your Heirs

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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 AZ, CA, CO, FL, GA, ID, IL, IN, 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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