Copley Financial Group, Inc’s Market Update - November 2023

Written By Matthew Copley

I hope everyone had a wonderful Thanksgiving holiday. Before the month ended, I wanted to record a quick video about what's happening with the markets and your investments. Also, I wanted to chat about some strategies to take advantage of the high-interest rates and some tax-reduction strategies.

To know more about it, please click the link below to watch our video.

At Copley Financial Group, Inc. with offices in San Diego, CA. and Uniondale, NY., we’re here to help you with any question that you may have. So send us an email, give us a call, and the team and myself will be there to help you.

Matthew Copley

Matthew Copley throughout his career with various financial institutions has specialized in helping retirees and pre-retirees plan for and navigate their retirement. He believes you would be hard pressed to find a financial advisor in the greater San Diego area that is more passionate about maximizing retirement income while reducing taxes.

He is a financial advisor that enjoys helping people and it shows in the fact that he has conducted hundreds of educational workshops over the years. These workshops cover various retirement planning topics including “How To Maximize Social Security Benefits”, and “Understanding the Different Types of Annuities”, just to name a few. He loves to help people with their finances.

https://www.financialplannersandiego.com/matthew-copley
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Copley Financial Group, Inc’s Market Update - October 2023