Copley Financial Group, Inc. is a fee-only, fiduciary financial group that specializes in helping clients achieve a happy and secure retirement. Copley Financial Group, Inc., focuses on financial planning, wealth management, tax reducing strategies, and social security maximization, among other specialties.
Website: financialplannersandiego.com
Phone: (619) 294-6008
Closed now
- Sat Closed
2650 Camino del Rio N, Ste 350 San Diego, CA 92108 ·2155.23 mi
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Reviews
yelpSo far, so good! We changed financial planners after going to social security seminar conducted by Matthew. We had been with the previous planner for over 20 years. The previous financial planner...
MoreI've been with Copley for at least 8 years now. These folks operate from integrity , they are smart with my investments and highly personable. They know how to listen which is at least half of...
MoreI went to the Copley Financial Group seminar at Ruth Chris Steak House in Del Mar, California. I did not agree with much of this financial seminar although I admit I did learn something there....
MorePlease do not look any further for a company that has your back.I have been with them for many years and always had the best advice from your advisor!After my husband passed away and after my...
MoreWow, all the Google 5 star reviews is very suspicious. Especially from many sketchy Google accounts. I would not put my money in their hands. One reason is they don't listen, secondly they don't...
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