A.E.I. Financial Group

At Arrow Point Wealth Management we believe an independent platform allows us to be best of class advisors. We have chosen to affiliate with Gladstone Wealth Group and LPL Financial to better deliver expansive advice and customized solutions in a way that meaningfully impacts your life.

Partner: It's nice to have a trusted partner where you can ask questions, get advice, or set up a comprehensive financial plan for your future and your family's benefit. One-stop financial assistance: Personal or business, one place for either advice or the assistance you need to monitor any or all of the following-- Financial planning assistance from an accredited & trustworthy professional (CPA, CFP ) Unbiased recommendations: There's no conflict of interest and no inflated prices because we receive NO commissions on any of the recommended investments or services. We are Fee Only. That means you pay only consulting or service fees when incurred. Soares Financial, Inc is a California corporation and a Registered Investment Advisor licensed by the California Department of Corporations. The Company's ADV Form on file with the State of California provides important information about the Company.

We help our clients have all the pieces of their financial lives working together ni the most efficient way - Investments - Tax Planning - Insurance - Real Estate - Retirement Whether a business or an individual or family - we believe you cannot focus on one particular area of financial well-being without considering the other components.