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+1 707-542-5370
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| 600 McDonald Ave Ste 100, Santa Rosa, CA, 95404 | |
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Specialties
We specialize in helping the serious, long-term investor reach their financial goals. Whether it be saving for a home, educating children or creating retirement income, I can assist you in realizing your goal. Contact us today for a free consultation and draw upon our 32 years of experience.
History
Established in 1983.
I have been helping Sonoma County residents with sound investment advice and protecting their estates since 1983.
Meet the Business Owner
Tim H.
Business Owner
Started my career in 1983 with New York Life providing insurance protection and retirement savings plans. Spent 5 ½ years as a broker at Westamerica Bank in Sonoma & Marin Counties. 12 ½ years as an independent broker and the last 8 years at Edward Jones.
