Soares Financial, Inc. is registered with the State of California under the Investment Advisors Act of 1940. All information contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Such an offer can only be made in states where Soares Financial, Inc. is registered or where an exemption from such registration is available, and no new account will be accepted unless and until all local regulations have been satisfied. Please let me know where your home state is when asking for additional information.
All material presented is compiled from sources believed to be reliable. However, accuracy cannot be guaranteed. Any opinions expressed herein are statements of judgment as of date of publication and are subject to change without notice. This presentation is intended to provide general public investment information only and in no way claims to consider individual financial information or circumstances.
Colleen Soares is licensed with the California State Board of Accountancy to practice as a Certified Public Accountant.