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
Tell us about yourself at no cost or obligation.
By submitting this information, you hereby authorize and request that PFM contact you at the number submitted through any direct contact and any automated means, including but not limited to use of an auto-dialer, pre-recorded/artificial voicemail and SMS, and by email to discuss PFM’s products or services and you acknowledge that PFM will use your information as described in its Privacy Policy and Terms of Use. PFM may share your information with other subsidiaries of The Goldman Sachs Group, Inc. and they may also contact you directly through any of the same means listed above.
To withdraw your consent to receive calls or to change your contact preferences, please call us at 1 (800) 796-3315. To stop marketing emails, follow the opt-out instructions in the email received.
