Financial Advisors
San Diego, CA
Copley Financial Group, Inc. is an independent, fee-based financial advisory firm in San Diego with $260M in assets under management and 30 years of experience. They specialize in wealth management, retirement planning, and investment management, serving clients who want sophisticated financial strategies aligned with their long-term goals. As fiduciaries, they're legally bound to act in clients' best interests and offer complimentary retirement planning consultations to help you determine if their approach is right for you.
Ideal for: Pre-retirees and retirees seeking comprehensive wealth management, individuals with significant assets wanting fiduciary advice, families planning for long-term financial security
Service area: San Diego, CA and surrounding areas
30 Years of Experience: Three decades of providing sophisticated financial planning and wealth management strategies with $260M in assets under management.
Fiduciary & Independent: Legally and ethically bound to act in clients' best interests, with no product commissions—only fee-based compensation ensures unbiased advice.
Complimentary Retirement Planning Consultation: No-cost initial consultation to review your retirement readiness and explore personalized strategies tailored to your financial goals.
Address: 2650 Camino Del Rio N Suite #350, San Diego, CA 92108
Phone: (619) 294-6008
Website: financialplannersandiego.com
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