Bangerter Financial Services, Inc. - Roseville, California

Linda Renard

When I decided to retire, being self employed, I needed to make a lot of financial decisions. I had no 401k or retirement plan set up. A friend told me about Gaston and Bangerter Financial. He had properties to sell (as I did also) and we both had the same question. What about capital gains? I had heard of the 1031 exchange way to go, but I did not want to be a landlord! After all, I was retiring and did not want to worry about people not paying their rent, turning into squatters, constantly repairing things and God forbid trashing my homes! The rent income from my homes WAS my retirement money to live on. So I had be careful and be smart. When I heard about DST’s as a way to receive a 1031 exchange and not pay capital gains! I was thrilled! It gave me more than enough to live on and kept my original investment to pass on to my children. And Gaston handles it all for me. Although I was skeptical at first since my whole life depended on this investment, I soon began to trust and rely on Gaston. The payments have come exactly as Gaston had promised and I have the peace of mind of not worrying about it. That’s what retirement should be. I have been able to travel, spend time with my family and friends and enjoy my new chapter in life! Thank you Gaston! I’m going to adopt you!

doctoc2001

I have been so happy to become familiar with this financial group. Since becoming a member, I could not be happier. They are well rounded and very helpful with getting right back to me with any questions I might have. Have set up a great plan for retirement, and very transparent. Highly recommend!

Michael Dosanjh

Bangerter Financial Services is an awesome one stop entity for all your investement, retirement, and whatever else you might need help with. The entity has access to many tools and products. Jeff and the team are very responsive and are always available. Thank you Bangerter Financial Services.

kathy maasoumi

Working with Gaston was one the best investing experiences in my life. He is knowledgable , trust worthy and professional. I highly recommend to do investment with his firm specially, with Gaston to get tax deferment on capital gains .

DAN YODER

Working with Gaston was fanastic. He worked with us very patiently, courteously, and professionally for the last 2 years. He was alway available, had the answers to our questions and found the information that we wanted needed in a timely and expedient manner everytime. We feel very confortable and confident in his recommendations and results. Thanks so much Gaston. You are the best.

Jim R. McMonagle

Rikki, Matthew, and all the office staff were very professional, courteous, prompt, and cheerful in helping me through my first DST experience. Thank you, Bangerter Financial!

Glen Bradford

I have worked closely with Gaston for almost a year now. He is a very good researcher and has helped me find desirable 1031 DST investment opportunities. We have completed 8 so far and they are providing me with reliable income without all of the hassles of being a land lord. Looking at selling another property in the next couple of months and look forward to working with Gaston on that one as well. I could not be happier with Bangerter Financial Services and their team of seasoned professionals.

Glen

Kurt Fromknecht

We were completely naive to the whole DST specialty niche, and actually met Gaston at one of his seminars. Gaston was absolutely wonderful to work with as he patiently guided us through the process. Always prompt with his replies to my questions. Taking the time to make sure we understood the BIG picture and letting us know before hand all the steps that would be coming and the exact timing of when we needed to do them by. By the time our property sold, we already had all the steps set up and ready to go. Making the transition easy, so when Gaston and his third party team members went to work, it all happened just as he said it would. Gaston made us feel at all times extremely confident that we could maneuver a very complex process (of course it's complex the IRS made the rules) and come out of it unscathed. As we had hoped and Gaston had promised. I look forward to many years of working with Gaston as we cycle through our properties and our investment continues to grow..free of all the landlord headaches and expenses. Couldn't say enough good things about our experience with Gaston and Bangerter. Gaston, you will have to settle for 5 stars because I couldn't give you 6!