Colley Financial Svc Inc

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When you want competent, professional help you can trust.

General Info

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.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.

Email

Email Business

Payment method

mastercard, cash, debit, visa

Other Link

http://www.colleyfinancial.com

Category

Financial Planning Consultants

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Details

Phone: (863) 465-6473

Address: 209 Us 27 S, Lake Placid, FL 33852

Website: http://www.colleyfinancial.com