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zellerkern.com

Sacramento Financial Advisors, Planners, Wealth Management, Retirement Planning, Roseville, Folsom

Zeller Kern (916) 436‑8270. An independent, award-winning financial advisor offering financial planning, retirement planning and investment management. Serving Sacramento, Roseville, Folsom and Davis.

http://www.zellerkern.com/

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CONTACTS AT ZELLERKERN.COM

Zeller and Kern

Steven Zeller

11335 Gold ●●●●●●●●●●●e Suite 155

Gol●●●ver , CA, 95670-6309

UNITED STATES

1916●●●●8270
sz●●●●●@zellerkern.com

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Zeller and Kern

Steven Zeller

4216 ●●●●●e Way

Car●●●ael , CA, 95608

UNITED STATES

1916●●●●9834
sz●●●●●@zellerkern.com

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Zeller Kern (916) 436‑8270. An independent, award-winning financial advisor offering financial planning, retirement planning and investment management. Serving Sacramento, Roseville, Folsom and Davis.
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Sacramento Financial Advisors, Planners, Wealth Management, Retirement Planning, Roseville, Folsom | zellerkern.com Reviews

https://zellerkern.com

Zeller Kern (916) 436‑8270. An independent, award-winning financial advisor offering financial planning, retirement planning and investment management. Serving Sacramento, Roseville, Folsom and Davis.

INTERNAL PAGES

zellerkern.com zellerkern.com
1

Wealth Vault for secure financial data storage | Zeller Kern Wealth Advisors

http://www.zellerkern.com/wealth_vault_ind_fam.htm

Simplify your life keep your financial data and planning in one. Do you know where all your assets are, and what they are worth? Zeller Kern’s exclusive Wealth Vault organizes data on everything you own in one secure place, so you can get a clear picture of your assets. Your accounts are updated daily, so you can monitor your assets and view your bottom line at any time, from anywhere in the world. A Zeller Kern exclusive, Wealth Vault is included as part of our wealth management service. A registered in...

2

Sacramento Financial Advisors, Planners, Wealth Management, Retirement Planning, Roseville, Folsom | Zeller Kern Wealth Advisors

http://www.zellerkern.com/index.htm

I would like help with:. What is your risk number? A quick, easy, free, and accurate questionnaire that will help determine how much risk you are willing to tolerate with your investment portfolio. Compare it to how you are currently invested. Why Choose Zeller Kern? We have a passion for building long-lasting, trusted relationships with our clients, backed by experience, credentials, integrity, knowledge, and creativity. Our Thoughts on Investments. A conversation is a great first step to planning your ...

3

Legacy Planning Process | Zeller Kern Wealth Advisors

http://www.zellerkern.com/legacy_planning_ind_fam.htm

Preserving your family wealth and well being for generations. We offer a cooperative partnership between you, your family, and Zeller Kern. The process is designed to help you connect the purpose of your life with your wealth. The procedure determines how best to use your wealth to strengthen your family and make a positive impact on your community country and world for many generations. Read all about it. 11335 Gold Express Drive. Gold River, CA 95670. Buy-Sell Agreements / Business Continuity Planning.

4

Business Succession Seven Step Exit Planning Process | Zeller Kern Wealth Advisors

http://www.zellerkern.com/business_succession_bus.htm

Services for Business Owners. Retirement Plan Design and. Buy-Sell Agreements / Business Continuity Planning. Comprehensive Business Succession Planning. The business owner’s needs, goals and objectives. The most suitable corporate structure. An accurate business valuation. Coordination of sales to third parties. Retention strategies for key employees. Considerations for timing of the sale or succession. On our business succession strategies, including fees. Power Up Productivity in Down Times. Transferr...

5

Awards | Zeller Kern Wealth Advisors

http://www.zellerkern.com/awards.htm

Paladin Registry ranks Steven Zeller as a Five Star Advisor eight years in a row. The Paladin Registry ( www.paladinregistry.com. Zeller Kern Wealth Advisors Inc. is chosen by Sacramento Magazine as a Five Star Wealth Manager six years in a row. Based on 10 objective eligibility and evaluation criteria including: minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, fulfillment of firm’s internal review, accepts new clients, client retention rate...

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Sacramento graphic design and marketing: DANE HENAS DESIGN

http://www.danehenasdesign.com/clients.htm

Over the years, we’ve had the pleasure of working with many outstanding companies and organizations. Here are a few of them. California Association of Medical Staff Services. Albie Aware Albie Carson Breast Cancer Foundation. Paulette Bruce Public Relations. Byers’ LeafGuard Gutter Systems. Child and Adolescent Neurology Consultants. Expo Pointe Imaging Center. The Plastic Surgery Center. The Merchants National Bank. Zeller Kern Private Wealth Management. Sacramento French Film Festival.

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I would like help with:. What is your risk number? A quick, easy, free, and accurate questionnaire that will help determine how much risk you are willing to tolerate with your investment portfolio. Compare it to how you are currently invested. The Zeller Kern Experience. Zeller Kern is a comprehensive, credentialed financial advisory firm built on trust, transparency, proactive communication and service. Our Thoughts on Investments. A conversation is a great first step to planning your healthy financial ...

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