Hayes & Associates

Address:
1001 B Avenue, Suite 211, Coronado, CA 92118, USA
Phone No:
(619) 435-4195
companyBrief:
Hayes & Associates

A Registered Investment Advisor with the U.S. Securities and Exchange Commission, Hayes & Associates was founded in 1974 in San Jose, California. Initially focusing on accounting, tax planning and preparation, founder Charles Hayes soon discovered many clients also sought investment advice. Having spent many hours each year researching his personal investments, extending his expertise to clients' accounts was a natural progression.

Today, our clients hail from Coronado, San Diego, across the United States and internationally. We appreciate developing long-term, lasting relationships with the families and companies with which we do business.

Our core team has been working together for over ten years to bring you the excellent level of service that you expect, and the integrity and objectivity you need from your fiduciary advisor

Services:

  • Wealth Management
  • Income Tax & Planning
  • Financial & Estate Planning
  • Trust, Estate, & Gift Taxes
  • Personal Office Services