| "Our strength is our independence. We do not sell any commissioned financial products. Our commitment is to provide completely objective advisory and planning services focused solely on our clients' best interests." |
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Colley Financial Services, Inc. has its operating offices in Lake Placid, Florida. It is a
family-owned and operated corporation dedicated to offering a wide array of services to
help our clients take full control over their financial lives.
Our core staff composition is strategically designed to cover our clients' most commonly
requested financial services. Frances Colley, EA ATA, our founder, is an Enrolled Agent
and an Accredited Tax Advisor. James Colley, CFP is a Certified Financial Planner and
a Registered Investment Advisor. Susan Colley, CPA is a Certified Public Acountant
and has a Master's degree in Accountancy. Together, they form a potent and dedicated
team of highly skilled professionals.
Our staff provides the warm, face-to-face service our clients appreciate, backed by
world-class credentials and support organizations. Our philosophy is to provide the
highest level of expertise and professional competence coupled with a relaxed,
small-town atmosphere.
Unlike the vast majority of other "financial services" providers, Colley Financial Services,
Inc. is completely independent. For example, we have no affiliation whatsoever with
any brokerage or insurance company. We do not make commissions on any financial
product or service recommended. Ever. This means that the services we provide and
any recommendations we may offer are done with the sole purpose of satisfying our
clients' needs. Our clients understand this and appreciate it. That is why we are so proud
of our independence and are committed to always maintaining it as one of our core
philosophies.
Professional expertise and competence are maintained through a commitment to
ongoing education. Despite a combined staff experience level of over 35 years, we
recognize the essential importance of continuous study. The Tax Code is constantly
changing. This, in turn, affects estate planning, retirement planning, accounting practices,
and has far reaching impact on virtually all aspects of finances. We understand that one
of the main reasons our clients value us is our ability to interpret and apply the latest tax
law changes to their specific situations.
Being a locally owned, independent corporation allows us to work with each new client in
a way that suits his or her unique requirements. We do not have a Wall Street home
office dictating how business should be executed. These decisions are made in direct
meetings with the client resulting in a mutually beneficial relationship. We value these
relationships and work hard to see that they continue for the long term. We are proud to
have several clients who have been part of our family for decades.
family-owned and operated corporation dedicated to offering a wide array of services to
help our clients take full control over their financial lives.
Our core staff composition is strategically designed to cover our clients' most commonly
requested financial services. Frances Colley, EA ATA, our founder, is an Enrolled Agent
and an Accredited Tax Advisor. James Colley, CFP is a Certified Financial Planner and
a Registered Investment Advisor. Susan Colley, CPA is a Certified Public Acountant
and has a Master's degree in Accountancy. Together, they form a potent and dedicated
team of highly skilled professionals.
Our staff provides the warm, face-to-face service our clients appreciate, backed by
world-class credentials and support organizations. Our philosophy is to provide the
highest level of expertise and professional competence coupled with a relaxed,
small-town atmosphere.
Unlike the vast majority of other "financial services" providers, Colley Financial Services,
Inc. is completely independent. For example, we have no affiliation whatsoever with
any brokerage or insurance company. We do not make commissions on any financial
product or service recommended. Ever. This means that the services we provide and
any recommendations we may offer are done with the sole purpose of satisfying our
clients' needs. Our clients understand this and appreciate it. That is why we are so proud
of our independence and are committed to always maintaining it as one of our core
philosophies.
Professional expertise and competence are maintained through a commitment to
ongoing education. Despite a combined staff experience level of over 35 years, we
recognize the essential importance of continuous study. The Tax Code is constantly
changing. This, in turn, affects estate planning, retirement planning, accounting practices,
and has far reaching impact on virtually all aspects of finances. We understand that one
of the main reasons our clients value us is our ability to interpret and apply the latest tax
law changes to their specific situations.
Being a locally owned, independent corporation allows us to work with each new client in
a way that suits his or her unique requirements. We do not have a Wall Street home
office dictating how business should be executed. These decisions are made in direct
meetings with the client resulting in a mutually beneficial relationship. We value these
relationships and work hard to see that they continue for the long term. We are proud to
have several clients who have been part of our family for decades.