Founded in 2005 by Dan de Boer, de Boer Financial Group is an independent financial planning and wealth management firm based in Roseville, California. The company operates on a fiduciary standard, meaning they are legally and ethically bound to act in their clients' best interests. They offer a comprehensive suite of services including financial planning, investment management, retirement planning, estate planning, and insurance solutions for individuals, families, and business owners. The firm emphasizes a team-based, personalized approach to help clients achieve their financial goals. Its advisors are affiliated with Cambridge Investment Research, Inc. for securities and advisory services.

Founded in

United States