Group Wealth Strategies Group

Stifel Nicolaus & Company is a nationwide firm renowned for its expertise in brokerage and investment services. The Walnut Creek office, situated on Ygnacio Valley Road, serves as a local hub for clients seeking comprehensive financial solutions. With a strong emphasis on personalized service, Stifel Nicolaus & Company offers a range of investment options tailored to individual needs. For more information and a full list of branch locations, visitors can reach out directly to the Walnut Creek office. Generated from their available business information

RBC Wealth Management in San Francisco, CA offers personalized wealth planning services to individuals and families, business owners and entrepreneurs, as well as corporations and institutions. With a focus on understanding clients' values and needs, they provide tailored wealth-building strategies to help achieve financial goals. As a client of RBC Wealth Management, you can benefit from their long-term approach to managing wealth, guided by a team of dedicated financial consultants and advisors. The firm's global presence and stability ensure reliable support in navigating financial opportunities and challenges. With a commitment to empowering clients to support what matters most to them, RBC Wealth Management provides top-tier investment insights and proactive solutions. Their values-based approach emphasizes integrity, client dedication, and helping clients grow more than just wealth. Generated from the website content

Jeffrey M. Stark, MBA, CFP is an Financial Advisor with LPL Financial in Lafayette, California. He is a CERTIFIED FINANCIAL PLANNERTM professional and has been helping clients with money matters for over 42 years. As a fiduciary, he always acts with his client's best interest in mind.