James Hayes

Strategic Coach For Families & Small Business Owners at Spectrum Wealth Partners

James Hayes's Professional Contact Details

Email (Verified)

****@spectrumwealthpartners.com

Get Email Address

(925) 786-7636

Location

San Francisco, California, US

Company

Spectrum Wealth Partners

Person Seniority

owner

Person Functions

business development

James Hayes's Current Company Details

Spectrum Wealth Partners

Alamo, California, US • 12 Employees

finance

The partners and staff at Spectrum Wealth Partners are dedicated to helping clients create a custom financial plan tailored to meet their personal goals and objectives. With offices located in Alamo, San Ramon and San Francisco, California, as well as satellites across the country, we stand ready to provide affluent families, professionals, executives, and business owners with the full continuum of advisory services. From retirement planning to investment management, estate planning to business succession, our expertise, resources and working style are devoted to creating a meaningful client experience. Spectrum Wealth Partners Headquarters: 3201 Danville Blvd. Suite 190 Alamo, California 94507 925-786-7809 Associates of Spectrum Wealth Partners are registered representatives of Lincoln Financial Advisors Corp. Spectrum Wealth Partners, an independent firm. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC). Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors Corp., a registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies. CRN1931769-102417

Founded Year

2012

Organization Website

spectrumwealthpartners.com

Organization Languages

English

Organization Revenue

6000

Current Technologies

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