Unlocking the Secrets of Alternative Investments https://hubs.la/Q038R59q0
关于我们
We are your single point of contact for 1031 Exchanges and Alternative Tax Strategies, helping our clients achieve their wants, dreams and desires for themselves and their families. Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Insurance products offered through Concorde Insurance Agency, Inc. (CIA). Bangerter Financial Services, Inc. is independent of CIS, CAM and CIA, all of whom are unaffiliated with third-party sites, cannot verify the accuracy of, nor assume responsibility for any content of linked third-party sites. Information available on third-party sites is for informational purposes only.
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Roseville，CA
- 类型
- 私人持股
- 创立
- 2014
- 领域
- Oil and Gas investments、Alternative Investments、1031 Exchange和Advanced Tax Stategies
地点
-
主要
获取路线
1380 Lead Hill Blvd.
Suite 180
US，CA，Roseville，95661
Bangerter Financial Strategies, LLC员工
-
Andy Knapik
Alternative real estate investment specialist. Senior medical device industry analyst. Seasoned business owner and entrepreneur. Published…
-
Aaron Oborn
1031 Exchanges, DSTs, Opp Zones, Drilling Funds, Commercial Real Estate // Tax Savings Strategies
-
Kera Parker
Executive Assistant
-
Gaston Escudero III
Real Estate Wealth & Tax Advisor- Institutional Real Estate, 1031 Exchange/DSTs, 721 UpReits, Opportunity Zones, Oil/Gas & IRA Roth Conversions.
动态
-
What Investment Property Owners Should Know About the 721 Exchange https://hubs.la/Q033C0MS0
-
What QIs Should Know About the 721 Exchange https://hubs.la/Q02ZqZ740
-
DST as a Backup Replacement Property Option https://hubs.la/Q02SR_fj0
-
How to Help Your 1031 Exchange Clients Diversify Their Portfolios https://hubs.la/Q02RW_5j0
-
Stay informed about the future of 1031 exchanges with legislative updates and potential changes ahead. Learn how these changes could impact investors and why it’s important to stay connected with your financial advisor in our latest blog. https://hubs.la/Q02NGz930
-
5 Advanced 1031 Exchange Strategies Your Clients May Not Know About https://hubs.la/Q02MZGD40
-
1031 Exchange Property Options (DSTs, Oil & Gas) https://hubs.la/Q02Lj6_20