Your financial planning needs are unique. So is our expert team of 9 financial advisors, led by Chris Battreall, CFP® and Matt Versage, CFP®. Our firm combines all the resources of Goldman Sachs and years of expertise in retirement planning to provide the dedicated, one-on-one experience you’re looking for. Together, we get personal to help you live the life you want.
333 University Drive, Suite 200
Sacramento, CA 95825
Driving directions >
Telephone:
916-476-2328
M - F: 8am - 5pm
Sat: 8am - 2pm
Sun: Closed
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