Laurel Investments

Raub Brock Capital Management is an independent, employee-owned investment firm based in Larkspur, CA, specializing in constructing and managing high-quality growth portfolios. Established in 1991, the firm focuses on delivering consistent above-market returns while prioritizing personalized service and fiduciary accountability for individual and institutional investors. With approximately $3.22 billion in assets under supervision, Raub Brock serves a diverse clientele, including individuals, families, trusts, retirement accounts, endowments, family offices, and foundations. The firm adheres to a time-tested investment discipline, offering both separately managed accounts and subadvisory services to enhance clients' financial lives. Generated from the website

Ameritas Investment Corp in Gilroy offers competitive insurance and financial strategies that go beyond targeting long-term financial goals, providing clients with the freedom to enjoy the present moment. Their expert team specializes in crafting personalized solutions to help individuals and businesses secure their financial future while also living life to the fullest. Generated from their website's infomation

Independent financial advisor and certified financial planner for fiduciary investment management, flat fee planning and financial consulting. Providing wealth management for over 20 years one on one to families across the nation. We help make navigating your important financial decisions easier. A focus on putting the pieces of your financial life together from investing to taxes to retirement to college savings to protecting your wealth makes for fewer mistakes and greater chance of success. Call us today!