What We Do
At Laurus Financial Group LLC we consider ourselves financial architects whose goal is to develop the foundations upon which families and businesses can succeed throughout all stages of life. We consistently look to positively alter the lives of others. We achieve this through a dedicated and disciplined process of truly getting to know our clients and their families. Whether it be early retirement, creating a multi-generational legacy or having the power to make a lasting philanthropic mark, Laurus will be with you every step of the way. Our clients’ goals are as unique as their personal financial landscapes.
As an independent financial services firm with more than 67 years of collective experience, Laurus Financial Group offers the flexibility, wisdom and objectivity required to tailor investment and growth strategies to help meet individual needs.
Our approach is holistic and grounded in the bedrock of financial planning. We dive deep, assessing your situation and working with CPAs, estate attorneys and other trusted advisors to ensure each piece of the puzzle works together to pursue your long-term objectives and build wealth over time.
- Proudly independent, we advocate only for your interests, free from the pressure to push proprietary products.
- As Chartered Financial Consultants, we remain up to date on best practices, current legislation and hold to the strictest ethical standards.
- And our relationship with LPL Financial allows us to offer access to the world-class resources of a large Wall Street firm with the care and attention of a trusted friend.
Laurus Financial Group was founded in 2002 and is headquartered in Walnut Creek, California. Learn more about services we provide or contact us to get started planning your financial future.