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Providing personalized financial solutions with a personal touch

Our Mission

Hooks Financial Services is dedicated to providing personalized financial guidance and seamless solutions to individuals, small businesses, and entrepreneurs in Rialto, California. We prioritize building lasting relationships with our clients through open communication, accessibility, and exceptional service.

Who We Are

Our team comprises seasoned professionals with diverse expertise in tax planning, accounting, business advisory, and wealth management. We are passionate about helping clients navigate their financial landscape, achieve their financial goals, and mitigate financial risks.

For Individuals

  • Personal Financial Planning: Develop a roadmap for achieving financial stability through goal setting, budgeting, and investment planning.
  • Estate Planning: Secure your financial future through proper estate documentation, such as wills, trusts, and power of attorney.
  • Elder Care Planning: Obtain personalized guidance on managing healthcare expenses and long-term care needs.

For Businesses

  • Small Business Accounting: Streamline your accounting processes and financial tracking with QuickBooks services.
  • Payroll Services: Manage payroll compliance, filings, and employee benefits seamlessly.
  • Business Consulting: Receive tailored guidance on business valuation, strategic planning, and risk mitigation.

Specialized Solutions

  • QuickBooks Services: Comprehensive support with QuickBooks setup, training, and troubleshooting.
  • Tax Services: Comprehensive solutions for tax preparation, planning, and problem-solving.
  • Part-Time CFO Services: Access strategic guidance and financial oversight on an ongoing basis.

Why Choose Hooks Financial Services?

  • Personalized Attention: We understand that every client is unique and receive customized solutions tailored to their individual needs.
  • Accessibility and Communication: We prioritize open communication and prompt responses throughout the process.
  • Competitive Fees: Our services are designed to be affordable and transparent.
  • Experienced Team: Our professionals have extensive knowledge and expertise in their respective fields.

Contact Us Today

If you are seeking a trusted financial partner to guide you on your journey towards financial success, contact Hooks Financial Services today for a complimentary consultation.

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