Introduction
Colley Financial Services is located in Lake Placid, Florida.
The company provides a full array of services benefiting both
its business and individual clients. Specialties include
accounting & bookkeeping, financial planning, tax preparation,
investment advisory & portfolio management, payroll services,
business consulting, retirement planning and many others.
For a more complete listing of our offerings, please click here.
The professionals at Colley Financial Services, Inc. have been
providing individuals and business clients with financial
services at the highest level of professionalism and technical
competence for over 35 years. Along the way, we maintain our
belief in the importance of a warm, friendly relationship with all
of our clients.
Colley Financial Services, Inc. (CFS) is proud to be completely
independent. There are no ties to brokerages or insurance
companies here. The services provided, and the consultations
and advice offered, are always based completely upon our
clients' best interests. We sell no commissioned products
whatsoever.
Our core staff includes a Certified Public Accountant (CPA), a
Certified Financial Planner (CFP), and an Enrolled Agent (EA).
For detailed descriptions of these and additional staff
designations, click here and follow links to individual staff
biography pages. If you require information not found here,
please contact us.
