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About Copley Financial Group, Inc.
Copley Financial Group, Inc. is a local San Diego, California, retirement planning company that offers a range of financial advisory services to individuals and families nearing or already in retirement. With a mission to provide clients with innovative strategies for achieving financial security in their retirement years, Copley Financial Group emphasizes the importance of solid commitments and building lifelong relationships with their clients.
One notable advantage of working with Copley Financial Group is the potential for higher investment returns than managing finances independently. Studies have shown that partnering with a financial planner can bring an annual median return increase of approximately 3.5%. For example, according to the Schwab Center for Investment Research, a 45-year-old individual working with a financial planner could potentially accumulate 79% more wealth by age 65 than going it alone.
Copley Financial Group operates on a foundation of core beliefs, including fiduciary duty and integrated planning. Fiduciary duty means that the company is legally obligated to act in the best interests of its clients, putting their needs ahead of their own. This commitment ensures clients can trust Copley Financial Group to prioritize their financial well-being.
Integrated planning is another cornerstone of Copley Financial Group's approach. By considering all aspects of a client's financial picture — including retirement planning, wealth management, and overall financial goals — Copley Financial Group creates comprehensive strategies tailored to each individual's unique circumstances. This holistic approach helps clients achieve greater clarity and confidence in their financial future.
Overall, Copley Financial Group, Inc. stands out as a local San Diego retirement planning company committed to providing innovative strategies for securing the financial futures of individuals and families approaching or enjoying retirement. Through firm commitments, lifelong relationships, fiduciary duty, and integrated planning, they strive to help clients achieve the financial security they deserve in their autumn years.
Pricing options
Regulatory filings
Areas of specialty
- Retirement Planning
- Wealth Management
- Financial Planning
More about Copley Financial Group, Inc.
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 283070 | 7 |
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