Member Directory

Investment Advisor / Management


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Garner Financial Management, Inc.

www.garnerfm.com

Fee-only Investment Management For Individual and Small Business Retirement Plans. Recognized as a 5 star Financial Advisor in the Diablo Valley.

3620 Happy Valley Rd., Suite 103
Lafayette, CA 94549
Map

925-282-5500
Fax: 925-962-9250
Email

  • Financial Services & Planning
  • Investment Advisor / Management

Profile

I.D.E.A.L. Financial Services

www.jeffwitt.com

251 Lafayette Circle, Suite 320
Lafayette, CA 94549
Map

925-299-1300
Fax: 925-299-1449
Email

  • Investment Advisor / Management

Profile

Laurus Financial Group, LLC

www.lfgadvisors.org

Laurus Financial Group offers independent, objective and thoughtful financial planning, advice and investment management based on individual client family needs.

1501 N. Broadway, Suite 210A
Walnut Creek, CA 94596
Map

925-254-0980
Fax: 925-253-4469
Email

  • Financial Services & Planning
  • Investment Advisor / Management

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