Plan Your
Financial Future
$260M
In Assets Under Management
A⁺
BBB Rating & Accreditation
30 Years
Providing Sophisticated Plans That Bring Your Financial Life Together
Our Services
Wealth Management
Retirement Planning
Investment Management
If You Had To Retire Tomorrow, Would You Be Ready?
Our mission is to provide our clients with innovative strategies that help them achieve the financial security they deserve in their retirement years. Furthermore, making strong commitments and building lifelong relationships with our clients are tenets of success at Copley Financial Group, Inc.
Fiduciary
We’re Bound Legally & Ethically To Act In Your Best Interests
Independent
We Always Offer The Product That Is Best For You, Period
Fee-Based
Through Integrity & Trust, We Enhance The Value Of Our Professional Advice
Did You Know…
Working with the help of a Financial Planner can potentially bring an annual median return increase close to 3.5% than if you do it on your own? This difference can have a meaningful impact on wealth accumulation over time. For a 45-year old person working with the help of a Financial Planner it could translate to 79% more wealth at age 65¹.
Personal Finances
Median Return
¹³Help in defined contribution plans by Aon Hewitt
²Invest in you savings survey by CNBC, Acorns, and SurveyMonkey
Let’s Talk About Your Future
We believe no one should have to worry about the financial security during this stage of life. Therefore, we offer you a complimentary retirement planning consultation to show you how we can help find a strategy that is appropriate for you.