Give us a call

(530) 478-9734

12430 Nevada City Highway, Grass Valley, CA 95945

Or let us call you. If you're new to Kroeger Financial, the quickest way to start is to answer a few questions below. It takes about five minutes, and it lets us come to the call already understanding your situation. We'll review your answers and reach out, usually within one business day.

A few quick questions

Ranges and short answers are all we need, and you can skip anything optional.

Your privacy. Your answers are sent over an encrypted (HTTPS) connection directly into our secure client management system, where only Kroeger Financial Partners staff can see them. We do not sell your information. See our Privacy Policy.

About you
Work and retirement
Goals and life events
Your finances (optional)

Ranges are all we need, and you can skip any of these.

Brokerage, retirement accounts and cash. Not your home or other real estate.

What you're looking for

Every advisor works a little differently. Check anything you'd expect from a financial planner. There are no wrong answers, and it helps us make sure what we do is right for you.

Please don't include Social Security or account numbers. After you submit, you'll get a secure link to upload statements.