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Achieving Success by Working Together

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Learn More Contact Us

Claire Coney

Claire Coney

Executive Assistant to Blake Thibault

ClaireC@heffgroup.com

(925)494-0131

Locations

WALNUT CREEK (Headquarters)

P | 800-437-0045
F | 415-778-0139

1350 Carlback Ave
Walnut Creek, CA 94596

IRVINE

P | 949-771-3400
F | 415-778-0139

18004 Sky Park Circle, Suite 210
Irvine, CA 92614

WASHINGTON

P | 800-437-0045
F | 206-702-2745

8015 SE 28th Street, Suite 214
Mercer Island, WA 98040

E | hfs@heffgroup.com

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Securities offered through LPL Financial, Member FINRA / SIPC. Investment advisory services are offered through Global Retirement Partners, LLC dba Heffernan Financial, a registered investment advisor and separate entity from LPL Financial.

Heffernan Financial employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of Heffernan Financial; or (2) solely investment adviser representatives of Heffernan Financial. Although all personnel operate their businesses under the name of Heffernan Financial, they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services.

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial Form CRS

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