Placer Summit Financial Group Llc Careers in Sacramento, CA

At Placer Summit Financial Group we are committed to helping clients reach their financial goals, so they can enjoy what matters most to them. Our firm does this by focusing on the core values of the financial planning process which include retirement, tax, insurance, charitable giving and advanced estate planning techniques. Specialties Retirement goal planning, tax advantaged investment strategies, traditional and custom investment vehicles that may include stocks, bonds, exchange traded funds, mutual funds and conservative option strategies.