Hayes Financial, LLC, based in San Jose, CA, recently joined Mariner Wealth Advisors, a national advisory firm, to provide clients with comprehensive wealth planning and investment management services. With a client-first approach, they offer expanded resources including market commentaries, tax planning and preparation, estate planning and trust services, and insurance solutions.
Despite the name change, Hayes Financial, Inc. remains committed to delivering consistent client service and maintaining their dedication to their clients' financial goals. Their experienced wealth team continues to provide personalized attention and advisory fees remain unchanged, ensuring a seamless transition for clients.
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