Together, Laurus advisors draw from a collective 67 years of experience managing assets. Our advisors range from Millennial to Boomer giving us a depth and breadth of perspectives to best assist you at any stage of life. Our approach emphasizes innovation and A-level service. Laurus Financial Group was founded by R. Hays Englehart in 2002 and welcomed Craig Weinstein in 2012. In 2017, Laurus merged with ICS Wealth Management, founded by Amir Barar, in a partnership bringing more resources to our clients.
At Laurus Financial Group LLC, we are doing what we love. Watching families reach their goals thanks to our hard work and dedication is a powerful and enjoyable experience for both us and our clients. Our passion shines; our empathy is clear; and it makes us as unique as each one of our clients. 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. Laurus Financial Group LLC strives to educate and guide our clients toward financial independence with time-tested judgement and integrity.
Laurus Financial Group provides all investment advisory services through Concurrent Investment Advisors, LLC (“Concurrent”), an SEC Registered Investment Advisor. Securities offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Please visit our website https:www.lfgadvisors.org for important disclosures.
Company Details
- Employees
- 9
- Founded
- -
- Address
- 1501 N Broadway,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- lfgadvisors.org
- Keywords
- Investment Management, Financial, Retirement and Education Planning, Defined Contribution Asset Allocations, Company Stock Option Analysis and planning.
- HQ
- Walnut Creek, California
Laurus Financial Group Llc Questions
Laurus Financial Group Llc's website is lfgadvisors.org
Laurus Financial Group Llc's LinkedIn profile is https://www.linkedin.com/company/laurus-financial-group
Laurus Financial Group Llc has
9 employees.
View email and phone details for 9
employees at Laurus Financial Group Llc.
Laurus Financial Group Llc's industry is
Financial Services
Laurus Financial Group Llc's top competitors are
Gratus Capital,
Laurus Financial Group, Llc,
Columbia Associates Wealth Management Group,
Next Retirement Solutions,
Old Town Advisors,
Fig Garden Wealth Management.
Laurus Financial Group Llc's categories are Financial Services
Laurus Financial Group Llc's founding year is 2002
