Welcome to Colley Financial Services, Inc.
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.
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.
World-Class Services - Hometown Values
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.
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.
An Unrivaled Array of Independent Services
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.
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.
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| "When you want competent, professional help you can trust" |
| Congratulations to Lake Placid High School Graduating Senior Amanda Dixon. She was awarded the fifth annual Colley Excellence in Business Scholarship in recognition of her outstanding academic and extracurricular achievements in Business and Finance. Good luck Amanda!! Past Winners: Allie Ford - 2005 William Hummel - 2006 Kaylee Hwang - 2007 Ashley Preston - 2008 |
