Copley Financial Group, Inc.

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!

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.

Words can't express the pleasure of working with Dave Magee. For several years he has made it his mission to keep me informed and educated on the market. Dave has provided me great comfort through wise counsel and the easy steps to follow to ensure my financial goals remained on track.