Copley Financial Group
(26 Reviews)
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.
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Highlights
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In Business Since 2012
Licensed, BBB Accredited
Sentiment Analysis
Dave has provided me great comfort through wise counsel and the easy steps to follow to ensure my financial goals remained on track.
My parents and I trust him to grow what they have accumulated over time.
Great financial group
They are incredibly knowledgeable and take the time and care for each client and listen to your needs and develop a customized plan.
He’s always attentive to respond to questions and explains all the financial concepts in a simplified way.
To put it in simple words, my ability to retire is finally possible thanks to Copley Financial Group and their expertise in investing.
From the first moment I reached out to enquire about my mother’s retirement, and through all the process, our questions and doubts were handled perfectly.
He listened and understood our concerns and investment type, offered creative solutions that protected us in a down market, yet still grew our portfolio.
They have helped us with putting together a Trust and financial plan geared to our needs for now and the future.
He is a great listener and has a very simple way in communicating what’s going on with the market trends to me.
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