Dan Moore Tax & Financial Services

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.

Hawkes Hastings & Aaron started in the mid 1970's by our founder who had a vision of providing high quality professional services with a personal touch. Over the years, we have made every effort to maintain that perspective. We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence. Our breadth of experience yet close, personal contact allows us to provide you with a unique solution to your individual situation. We look forward to hearing from you or meeting with you.