JB
Johnny Borrelli
Managing Director/Financial Advisor at Bangerter Financial Strategies,
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Work Experience
Managing Director/Financial Advisor
Oct 2020 - Present · 4 years and 2 months
Access VA Benefits
Chief Operating Officer
Sep 2020 - Present · 4 years and 3 months
Financial Services Professional
Oct 2018 - Oct 2020 · 2 years
Company Details
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.
Year Founded
2014
Social Media
Linkedin
Industry
Financial Services
HQ Location
1380 Lead Hill Blvd. Suite 180 Roseville, CA 95661, US
Keywords
Oil and Gas investmentsAlternative Investments1031 ExchangeAdvanced Tax Stategies
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