Contact Info
Raymond James & Associates
Mary S. Brooks, CFP®
2999 Oak Road #1030
Walnut Creek, CA 94597
Phone: 925-944-5180
Fax: 866-467-4284
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Our Website
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Services
- Financial Planning
- Investment Consulting
- Wealth Management
Fundraisers We Support
- East Bay Women's Conference
- Clausen House
Hours of Operation
7:00am to 4:00pmAbout Us
Integre Wealth Management of Raymond James provides full service financial planning and investment management services.
Integrē Wealth Management of Raymond James is very proud to announce the launch of our newly designed website. www.integrewm.com serves as your one-stop address for making sense of today’s deluge of financial information.
The website redesign includes a timely blog from Mary Brooks on current topics of interest, podcasts from our strategic investment partners, links to current educational materials on financial topics, and access to your personal accounts at Raymond James.
Our mission is to provide a holistic approach to managing your wealth that combines intelligent portfolio management with a consultative process to ensure we address all aspects and issues encompassing your financial life.
Please take a minute to view our new website. I look forward to speaking with you soon.
Mary S. Brooks, CFP®
Wealth Management Specialist
Senior Vice President, Investments
Integrē Wealth Management
www.integrewm.com
Raymond James & Associates, Inc.
2999 Oak Road Suite 1030
Walnut Creek, CA 94597
Direct: 925-952-5258
Toll Free: 888-230-1647
Toll Free Fax: 866-467-4284
Registered Sales Associate: Rochelle Carrillo
Direct: 925-952-5257
Sales Associate: Ila Bautista
Direct: 925-952-5259
