Featured Business Financial Advisor in Easton, PA
Easton Financial Advisors
Hawk Financial Group
400 Northampton St., Suite 300
Easton, PA 18042
(908) 722-4008
Advisor Profile
Keith B Hawk
Name:  Keith B Hawk
Phone Number:  (908) 722-4008
Website:  Visit Website

About Hawk Financial Group

As a local independent financial advisor in Northampton County, Easton, PA, Keith Hawk has a fiduciary duty to act in the best interests of his clients. He mainly works with seniors ages 55- 75 in Northampton County, Lehigh County, Bucks County, and Monroe County PA, as well as Warren County and Hunterdon County in NJ.

His clients' retirement years are secured by addressing and fixing overlooked financial and non-financial "snags" before they happen.

Three of these overlooked "snags" include:

1) A program to make sure a wife doesn't lose 1/2 their Social Security income when their husband passes away.

2) A program to cover two years worth of long-term care costs without paying a cent in annual premiums.

3) Making sure that your Power of Attorney document has the correct language to work with Social Security, Medicare, IRS, Veterans Administration, and your banks and brokerages.

"As a fee based investment adviser, I have a fiduciary duty to put my client's best interest first. I welcome the opportunity to earn your trust and to show you how I do things differently."
 

General Information

CRD#:    3069413
Firm CRD#:    144434
States Licensed in:    NJ and PA
States Willing to do Business in:    Allentown,Asbury,Bangor,Bath,Belvidere,Bethlehem,Bloomsbury,Breinigsville,Catasauqua,Center Valley,Clinton,Coopersburg,Doylestown,Dublin,East Greenville,Easton,Emmaus,Flemington,Frenchtown,Glen Gardner,Hatfield,Hellertown,High Bridge,Kintnersville,Laurys Station,Lebanon,Macungie,Martins Creek,Milford,Mount Bethel,Nazareth,Northampton,Orefield,Pen Argyl,Pennsburg,Perkasie,Phillipsburg,Pittstown,Quakertown,Richlandtown,Riegelsville,Ringoes,Saylorsburg,Sellersville,Souderton,Springtown,Stewartsville,Stockertown,Stockton,Trexlertown,Upper Black Eddy,Whitehall,Wind Gap
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Accredited Asset Management Specialist (AAMS®)
Securities Licenses:    Series 65
Insurance and Annuity Licenses:    Annuity, Health, Life, Long Term Care
 

Compliance

Registered Investment Advisor:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a Fee-Based financial professional
Compensation Methods:    Based on Assets
 
 
 
Prepared By: Keith B Hawk
 
 
Yellow Pages - RothIra.org 2019 | Privacy Policy | Terms Of Use | Help | Contact | Advertise | Affiliate Program | Link To Us | Site Map
All Rights Reserved