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Laurus Financial Group

Integrity, Commitment, Service

Laurus Financial Group

Integrity, Commitment, Service

Laurus Financial Group

Integrity, Commitment, Service

Laurus Financial Group

Integrity, Commitment, Service

Laurus Financial Group

Integrity, Commitment, Service

Laurus Financial Group

Integrity, Commitment, Service

 

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About Us

See how we may serve you today

What We Do

At Laurus Financial Group LLC we consider ourselves financial architects who develop the foundations upon which families and businesses can succeed throughout all stages of life.

Our Mission

We do it because it’s in our DNA, and we want to pay it forward to other families and businesses in need of our services.

Our Process

Personal financial planning is all about communication. We gather enough information to provide you with a proposal for our services and guiding you along the way.

As Unique as the People We Serve

State of the Supply Chain, From Container Ships to Air Cargo

Raymond James Chairman and CEO Paul Reilly on CNBC

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More than 16 years in the financial services industry has taken Craig Weinstein from Wall Street to the top ranks at major banks to a partnership...

Craig Weinstein, AIF®

Managing Partner, Laurus Financial Group, LLC

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Amir Barar, CRPC, has worked with some of the largest brokerages in the world, founded his own independent advisory firm -- ICS Wealth Management...

Amir Barar, CRPC®, AIF®

Managing Partner, Laurus Financial Group, LLC

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Brandy brings over 15 years of financial services industry experience to our team. She prides herself on offering dedicated and attentive client...

Brandy Lancaster

Senior Registered Client Service Associate

Dan began his professional career in 1996 with CIGNA Financial Advisors. 

In 2003, Dan became a founding partner of LifeSource, LLC...

Dan Roeske

President & CEO, TailorMade Wealth Manager

Keith began working in the financial services industry in 1989. As a former member of both the New York Stock Exchange (NYSE) and American Stock...

Keith Huberman, CFP®

COO & Director of Planning, TailorMade Wealth Manager

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Specializing with assisting our Financial Advisors in customized financial planning for both individuals and families, Kevin brings to the table...

Kevin S Graefe

Para-Planner, RJFS

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With a passion for Relationships and Wealth Management, Grant find’s purpose in partnering with clients and being a resource in helping them...

Grant MacGinty

Senior Para-Planner, RJFS

For Lillian, ensuring that clients feel heard and taken care of is just as important as her administrative duties. “I know this is a fast-...

Lillian Lopez

Account Executive, Laurus Financial Group, LLC

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Contact info

  •   1444 N. Main Street Suite D, Walnut Creek, California 94596
  •   925-254-0980
  •   info@lfgadvisors.org

Contact us

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Laurus Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc

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