Sutley Wertzer, Inc.

Financial Services

Headquarters: 9700 Business Park Dr Suite 204, Sacramento, California, United States, 95827

Phone: NA

Website: www.sutleywertzer.com

Founded: 1999

Employees: 0-10

Stock Exchange: NA

About Sutley Wertzer, Inc.

We provide comprehensive financial planning in the context of a long-term partnership with you. Through our experience we have l ... earned it is important that everyone is clear on what to expect if we are to develop and maintain a successful working relationship – one where we can help you achieve your financial and lifestyle goals. We will always: • Strive to acquire and maintain a thorough understanding of your financial goals. • Update your current financial information on a regular basis. • Carefully assess and monitor your investment risk and time frame. • Explain the implications of all recommended financial planning strategies and gladly answer any questions you may have. • Update you as and when appropriate by email, mail and phone. • Meet with you regularly to review your Personal Financial Organizer (PFO). • Act as your primary Wealth Advisor, coordinating the efforts of other related professionals as and when required. The information provided herein has been obtained from sources believed to be reliable, however, we cannot guarantee or represent that it is accurate or complete, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website, you are leaving our site and assume total responsibility for your use or activity on the third party sites. Securities and advisory services offered through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member of FINRA/SIPC. Sutley Wertzer, Inc. and IFG are not affiliated. Licensed to sell securites in the following states: FL, MD, MO, NY, WY, HI, TX, OK, GA, AZ, AR, NV, CA, SC, NC, NJ, WA, UT, OR, IL, ID, TN, NM, VA Licensed to sell insurance in the following states: CA California Insurance License # 0B28322 & 0B18778 Show more

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Frequently Asked Questions Regarding Sutley Wertzer, Inc.

Where are Sutley Wertzer, Inc.’s headquarters?

Sutley Wertzer, Inc.’s headquarters are in 9700 Business Park Dr Suite 204, Sacramento, California, United States, 95827

What is Sutley Wertzer, Inc.’s industry?

Sutley Wertzer, Inc. is in the industry of: Financial Services

What is Sutley Wertzer, Inc.’s official website?

Sutley Wertzer, Inc.’s official website is www.sutleywertzer.com

How many employees are working in Sutley Wertzer, Inc.?

Sutley Wertzer, Inc. has 0-10 employees

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