Broker Check

1501 N. Broadway
Suite 210
Walnut Creek, CA 94596

925-254-0980

 

Services

At Laurus Financial Group, we provide assistance in the following areas:

Investments

  • Mutual Funds
  • Bonds
  • Common Stock
  • Educational IRA
  • REITs
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Life Insurnace
  • Disability Insurance
  • Long Term Care Insurance
  • Group Health
  • Individual Health
  • Annuity Insurance
  • Second to Die Life Insurance

Tax Services