CaliforniaHawk Wealth Management



CONNECT

Address:

2625 Piner Rd.
Santa Rosa, CA 95401-4036

Phone:

(707) 575-7747 or 800-427-HAWK

Fax/Other:

(707)575-0510

Products & Services

We provide assistance in the following areas:

Investments


  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity



Financial Planning



  • Retirement Plans
  • Tax Efficient Investments
  • 403 (b) Planning
  • Estate Plans



Insurance



  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance