Broker Check

Bangerter Financial Services, Inc.

Knowledge is power. It is also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future. As a financial professional, I am committed to helping people just like you create solutions for their retirement assets. Once I understand your risk tolerance, time horizon, and goals, I’ll work diligently to develop a program that carefully balances investment strategies with preserving principal. Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. I work closely with my clients to evaluate those opportunities and get in position to reap those rewards. I enjoy helping people build a solid financial foundation for the future. I invite you to check out all the material on my website. If something prompts a question, please send me a quick email or call my office. I would enjoy speaking with you.

 

Our Mission

We at Bangerter Financial Services desire to know and understand your financial objectives and then provide you with the highest quality of information, service, and products to help you reach your goals. Our commitment to our clients is based on the relationship we form with them, both professionally and personally. We provide frequent, consistent contact with our clients to educate and inform them so that proper decisions can be made going forth. We engage with our clients on a regular basis as a result of the numerous social events we host during the year. We offer all of our knowledge and experience to keep our clients focused on a disciplined approach to realizing their dreams.

A Note From Our CEO

As your representative, I act as the Chief Financial Officer for a select group of successful business owners and families who own investment real estate that are at or near retirement and aspire to a work optional lifestyle. We’ve developed and refined our Fiscal Bridging Formula that puts all the pieces together to develop a Strategic Retirement Roadmap to get our clients where they want to go in their lives.

Our Process


Phase I: Discovery

We begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what you want your investment capital to do for you.

Phase II: Strategy

The primary objective of this stage is to develop an effective, long-term investment strategy that is custom tailored to the unique needs of each client. We then develop a comprehensive plan that outlines the strategy we recommend for long-term success.

Phase III: Implementation

The primary objective of this phase is to successfully implement your investment strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.

Phase IV: Monitoring and Adjusting

We monitor client accounts on a regular basis to ensure they are still performing in a way that meets their intention. When we discover that a client’s circumstances have changed, or that shifting global markets require a different investing approach, we are quick to make adjustments.

Team

Jeffrey Bangerter

President

(916) 965-1879

(916) 965-5418

jeffrey@bangerterfinancial.com

As the President of Bangerter Financial Services, Jeffrey Bangerter is focused on helping clients work toward their retirement dreams through a well-thought-out strategy for retirement income. Jeff started in the financial services...

Read more

Nichole Demsky

Client Relationship Coordinator

(916) 965-1879

(916) 965-5418

Nichole Demsky holds over 18 years of corporate experience in marketing, graphic design, branding, digital marketing, marketresearch, project management and client relations. Nichole attended CA Academy of Art Merchandising and Design...

Read more

Gina Kirk

Manager of Operations

(916) 965-1879

(916) 965-5418

Most of Gina’s experience comes from the financial services industry. She worked for ML Stern & Co., LLC, a municipal bond specialist, for over 7 years as an Executive Assistant to 4 top investment executives doing cost basis...

Read more