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W & K Financial

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W & K Financial
Jim Krause Eric Wallace
25 West 4th Street
Morgan Hill, California 95037

408-779-0232 | phone
408-489-1471 | cellular
408-779-3007 | fax

Payment Methods
Please call us for our payment methods.
Hours of Operation
Please contact us for our current hours of operation.
Our Memberships

W & K Financial

Have You Insured Your Money?
Eric S. Wallace and James N. Krause are the founders of W&K Financial / CDC Insurance Service. Jim and Eric have over 40 years of combined experience helping individuals and small business ow ... - continue reading »

College Financial Aid Cou...
Serious Planning for Your...
What's New

Thursday, January 26, 2012

Set up a PERSONAL PRIVATE PENSION PLAN. Call us today for more information.

Posted at 03:57 PM


Wednesday, September 28, 2011

The GAO report, "Retirement Income: Ensuring Income Throughout Retirement Requires Difficult Choices". Copy and paste the following article is your internet browser address space. Check it out. http://www.marketwatch.com/story/retirees-need-less-stocks-more-annuities-2011-07-11?link=MW_story_popular

Posted at 03:10 PM


Tuesday, July 5, 2011

We have heard it said; "Annuities are about as exciting as watching your grass grow. But have you ever noticed how much your grass grows in a week?"

Posted at 12:29 PM


Tuesday, June 21, 2011

Call us for a complimentary consultation for retirement planning.

Posted at 11:28 AM


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