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1540 Eureka Road, Suite 103
Roseville, CA 95661 - (916) 596-0500
- FAX: (916) 773-9997
- admin@cswta.net
Doug Clancy DBA CSWTA Insurance Solutions • CA Ins Lic # 0G20617
*Backed by the claims paying ability of the carrier.
**Our products offer a reasonable rate of return, over time.
Investment Advisory Services are offered through Cornerstone Wealth & Tax Advisory Group, a Registered Investment Firm. Insurance products are offered through Douglas A. Clancy, Jr. DBA CSWTA Insurance Solutions California Insurance License #0G20617. Cornerstone Wealth & Tax Advisory Group and CSWTA Insurance Solutions are affiliated companies.
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.
By contacting Doug Clancy CSWTA Insurance Solutions CA Ins. Lic.#0G20617 you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.
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