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

Written By Matthew Copley

As we're edging the second half of this month, I wanted to give you this month's market update. I want to provide you an update on the Charles Schwab / Ameritrade merger, tell you about two indicators that are generating a buzz in our economy, some exciting news about the annuity market, and a little bit more about two investment products that might be the right fit for you. So click the button below to know more.

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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