We’ll Help You Plan Your Present & Your Future
What Copley Financial Group, Inc. Will Do For You
A Comprehensive Plan Tailored To Your Life
Help you plan for retirement with complete confidence using tailored strategies for your unique case
Show you different tools and products you need to protect what you love the most
Provide you a balanced way to save and invest so you can reach your dream goals
An Advisor That Will Be With You Every Step Of The Way
Answers to questions you have, and the ones you didn’t know how to ask
Always available, ready to help and keep you informed
Focus on providing superior financial management experience by creating plans that will bring your financial life together
A Fiduciary & Independent Approach
We take pride in being bound legally and ethically to act in your best interests
We always offer the product that is best for you, period
Through integrity and trust, we enhance the value of our professional advice
Dave Magee
Financial Advisor & Retirement Planner
David enjoys meeting clients and providing them with investment and retirement strategies customized to their current and future lives. He delivers over 25 years of investment management practice to his clients and has hands-on experience in wild bull and bear markets and every market environment in between.
Take The Next Step
No one should have to worry about the financial security during this stage of life, therefore, we are offering you a complimentary consultation.
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