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Hayes Financial, Inc. Now Mariner Wealth Advisors

Hayes Financial, Inc. Now Mariner Wealth Advisors

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Open  7:30 AM-3:30 PM now
99 Almaden Blvd Ste 730, San Jose, CA 95113, USA Get Directions
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ABOUT   Services Excellence Summary

On Dec. 19, 2022, we formally integrated with Mariner Wealth Advisors, a noted wealth advisory organization. We are thrilled to be part of the business because it has always put its clients first. Our wealth planning and investment management services align well with the company's philosophy. Furthermore, we have incorporated market commentary from the investment team and various services - including tax planning, estate planning, and trust services. Your wealth team will provide the same dedication and assistance you desire from us at our present location. Our advisory fees are unchanged. The acquisition by Mariner Wealth Advisors allows us to keep our commitment, service, and client first attitude while increasing the scope and quality of our service. We are eager to introduce wealth advisory technologies and solutions.

 

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Hayes Financial, Inc. Now Mariner Wealth Advisors Reviews: 2. Average Rating: 5.0

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John Doe left a 5 star review
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