In business since 1982, Kroeger Financial is a fee-only financial services firm.

Learn more about what we do:

Financial Planning Services

Long Term Projection of Assets
Tax planning strategies
Insurance coverage Analysis
Risk-appropriate asset management strategy

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Financial Coaching

Identify problematic spending habits
Examine thought patterns around money
Reduce personal and relational stress
Create a path to success

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Asset Management

Agile & ongoing asset management
Quarterly rebalancing
Annual Portfolio Review meetings
Access to Client Portal & Mobile App

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Office Locations

Bay Area

Emeryville

3300 Powell Ste G-27 (at Anchor Dr)
Emeryville, CA 94608
(510) 868-9856

Sierra Foothills

Grass Valley

12430 Nevada City Highway
Grass Valley, CA 95945
(530) 478-9734

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