Contact – wheatley.trekfinancial.com

Home
About
Resources
Services
Clients

Menu

Home
About
Resources
Services
Clients

Send a Message

Name *

First

Last

Email *

Comment or Message *

Phone

Get in touch

Address

4737 Stonehedge Drive

Santa Rosa, CA 95405

Phone

Phone: (707) 538-2126

Fax: (866) 436-7672

Contact

Simonw@TrekFinancial.com
Tel: (707) 538-2126
Fax: (866) 436-7672

Office

4737 Stonehedge Drive
Santa Rosa, CA 95405

SEC Check | Disclaimer | Privacy Policy | Terms of Service | Business Continuity | ADV | Form CRS

Investment advisory services are offered through Trek Financial, LLC., an SEC Registered Investment Adviser.Trek Financial, LLC., and Innovative Retirement Advisors, Inc., are independently owned and operated. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Trek 18-79 Exp. 05/22

Copyright © 2021 Trek Financial. All Rights Reserved