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Why choose this provider?
Laurus Financial Group LLC provides solutions to customers in the Walnut Creek metro. It helps clients set financial goals based on their interests and current situation. Its team formulates strategies that assist customers in reaching their short and long-term goals. Craig Weinstein, a managing partner at Laurus Financial Group, holds the designation of Accredited Investment Fiduciary. He has more than 16 years of experience in the financial services industry and has worked towards attaining his Certified Investment Management Analyst accreditation.
- Certified Financial Planner (CFP)