Heather Ellsworth's Contact Details

Heather Ellsworth's Company Details

Laurus Financial Group

Orinda, CA, US • 5 - 9 Employees
Financial Services

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. 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 LLC is not a registered broker/dealer and is independent of Raymond James Financial Services. 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. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm