Tessara® Financial Advisors, Inc. is a Registered Investment Advisor founded in 1979, and is composed of Certified Financial Planners with more than 65 years of combined experience.
The firm's two principals, Larry Krause and Gisela Lake, can provide the entire spectrum of wealth management services. Our services include financial planning, life and long-term care insurance analysis, tax planning, estate planning, charitable giving, asset
protection planning and forming strategic alliances.
We are truly dedicated to helping our clients both build wealth and to preserve it for family and future. Our investment philosophy reflects a belief that value is the cornerstone of a successful
plan and service to our clients is the utmost priority. It's not only our mission, but it is our obsession. For example, we always try to respond to client questions on the same day, but no longer than 24 hours. Our clients will always speak with a live person.
Also, as part of our service we try to be "user-friendly". Our paperwork and fees are straight forward and easy to understand. We are responsive to our client's questions and make sure our answers are clear. We also try to meet our client's expectations and
understand their needs.
Our primary goal is to build a long term relationship with our clients, built on the highest level of integrity, trust and service.
There is no substitute for quality!