Copley Financial Group, Inc.
2650 Camino Del Rio North, San Diego, California, United States
About the Copley Financial Group, Inc.
Copley Financial Group, Inc. is a finance institution located at 2650 Camino Del Rio North, San Diego, California, United States. Our mission is to provide innovative strategies to help our clients achieve the financial security they deserve in their retirement years. We are committed to building lifelong relationships with our clients and always act in their best interests, offering the products that are best for them. By working with a Financial Planner, clients can potentially see a significant increase in wealth accumulation over time. We offer complimentary retirement planning consultations to help find a strategy that is appropriate for each individual. Investing involves risk, but we strive to enhance the value of our professional advice through integrity and trust.
Photos of Copley Financial Group, Inc.
2650 Camino Del Rio N Suite #350, San Diego, CA 92108, United States
Opening hours of Copley Financial Group, Inc.
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews of Copley Financial Group, Inc.
"I've been working with the team over at Copley Financial Group for almost a decade now and they have far exceeded my expectations of what was possible. I'm on track to retire early thanks to them! I can't thank Matt and his team enough! Thank you!"
"Copley Financial has been knowledgeable, professional and transparent with my investment strategies. I highly recommend these guys after having a couple previous investment managers with mediocre results."
"We have had a wonderful experience with the Copley team, and they have given us sound investment and retirement planning advice. They are attentive, prompt and responsive to our concerns/needs, as well as the changes to the market. We feel they have managed our funds in an exceptional manner, and would highly recommend them."
"My husband grew up knowing the Copley family, so we had confidence that the Group would likely help us to organize our finances well, but we really had no idea how incredibly welcoming and accommodating they would be. Once we met with them, they not only diversified our portfolio in such a way that the “hit” during Covid-19 was minimal (and still recovering!), but they also created our Family Trust at an incredibly reasonable price, and our finances are protected there, too. I cannot say enough good things about them, and have recommended several of our friends to them, and they’ve also entrusted their finances to them. A+ company!!"
"Attentive, Involved, Personal Service. Matt Copley is willing and able to guide us through our unique needs and decisions. We are very happy with the relationship and the results. Jessica is a real PRO, helpful and delightful to work with. The periodic Dinner/Investment Guidance Seminars are really helpful, Matt and team bring in seasoned successful Investment Professionals at the top of their game to give us a good sense of what’s going on and the near future of Investments. We are really Blessed to have them helping us."
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