Overview

Bettencourt Financial Group

Information by Research TrustFinance

https://www.bettencourtfinancial.com

Bettencourt Financial Group is an independent, fee-only financial planning and investment management firm based in Roseville, California. Founded by Tim Bettencourt, the company operates as a fiduciary, committed to placing clients' interests first. They offer a comprehensive suite of services including investment management, retirement planning, estate planning, and risk management, aimed at helping individuals and families achieve their long-term financial goals through a disciplined and personalized approach.

Founded in
United States

United States


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service