Broker Check

Santa Rosa Office
884 Third Street
Suite A 
Santa Rosa, California 95404
(707) 284-2975


Rohnert Park Office
6020 Commerce Boulevard
Suite 127
Rohnert Park, California 94928
(707) 584-6690

 

Services and Products

We provide assistance in the following areas: 

Investments                                                                                                                                                Alternative Investments                                                                                                                            Certificates of Deposit                                                                                                                               Common Stock                                                                                                                                          Corporate Bonds                                                                                                                                             Equity Index Annuities                                                                                                                              Exchange Traded Funds                                                                                                                              Fixed Annuities                                                                                                                                         Government Bonds                                                                                                                                      Immediate Income Annuities                                                                                                                           Index funds                                                                                                                                                Municipal Bonds                                                                                                                                           Mutual Funds                                                                                                                                            Preferred Stock                                                                                                                                             Structured Notes                                                                                                                                            Treasury Notes                                                                                                                                              Variable Annuities  

Account Types 

Brokerage Accounts

College 529 Accounts 

Corporate Accounts

Educational IRA's

Managed Accounts

Non Profit Accounts

Roth IRA's

Self Directed Accounts

SEP IRA's

Simple IRA's

Traditional IRA's

Trust Accounts

 

Financial Planning

Business 401 (k) Plans

College Plans

Non Profit 403 (b) Plans

Profit Sharing Plans

Retirement Income Plans

Rollover Plans

Wealth Accumulation Plans

Wealth Preservation Plans

 

Insurance 

Life Insurance

Long Term Care Insurance