TaxWise Strategies

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Contact Info

6130 Stoneridge Mall Rd. Suite 105
Pleasanton, CA 94588
Map and Directions

Phone: (925)828-4661

ronald.lwin@wynnfs.com

Additional Pages

*IMPORTANT NOTE:
Ronald W. Lwin is a registered representative registered to transact business with clients in California, Florida, & Nevada.
Ronald W. Lwin is advisory licensed in the following states, California.
Ronald W. Lwin is insurance licensed in the following states, California. CA Insurance License No. 0C00781.
Ronald W. Lwin is a licensed Realtor in the following states, California. DRE License No. 01370853.
If you are not a resident of the states noted above, all investment-related information on this site is for informational
purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet.
WYNN FINANCIAL SERVICES is not a registered broker/dealer or an independent investment advisory firm.
Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC,
Advisory services offered through H.D. Vest Advisory ServicesSM,
Non-bank subsidiaries of Wells Fargo & Company.
Investments & Insurance Products:
• Are not insured by the FDIC or any federal government agency
• Are not deposits of or guaranteed by the bank or any bank affiliate
• May lose Value