Skip to main content

menu

Home
Company
Services
Blog
Resources
Contact
Client Portal

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

Get in Touch

.no-js form.antibot * :not(.antibot-message) { display: none !important; }You must have JavaScript enabled to use this form.

Your name This field is required.

Your email address This field is required.

Message This field is required.

Leave this field blank

Securities offered through LPL Financial, Member FINRA / SIPC. Investment advisory services are offered through Global Retirement Partners (GRP), an SEC Registered Investment Advisor. GRP, Heffernan Financial Services (HFS), and Heffernan Retirement Services (HRS) are separate entities from LPL Financial.

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

The LPL Financial registered representative(s) associated with this website 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.

www.heffins.com/privacy-statement

LPL Financial Form CRS

© 2025 Heffernan Financial Services All rights reserved.