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Colley James A Cfp
Providing a wide array of financial services for businesses and individuals.
| Address | 209 Us 27 S Lake Placid, FL 33852-7920 |
| Phone | (863) 465-6473 |
| Website | www.colleyfinancial.com |
Welcome to Colley Financial Services, Inc.
IntroductionColley 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.
World-Class Services - Hometown ValuesThe 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 ServicesColley 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
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
biography pages. If you require information not found here,
please contact us.
"When you want competent,
professional help you can
Placid High School
Graduating Senior William
Thompson. He was awarded
the sixth annual Colley
Excellence in Business
Scholarship in recognition of
his outstanding academic and
in Business and Finance.
Good luck William!!
Past Winners:Allie Ford - 2005William Hummel - 2006
Kaylee Hwang - 2007
Ashley Preston - 2008Amanda Dixon - 2009
IntroductionColley 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.
World-Class Services - Hometown ValuesThe 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 ServicesColley 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
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
biography pages. If you require information not found here,
please contact us.
"When you want competent,
professional help you can
Placid High School
Graduating Senior William
Thompson. He was awarded
the sixth annual Colley
Excellence in Business
Scholarship in recognition of
his outstanding academic and
in Business and Finance.
Good luck William!!
Past Winners:Allie Ford - 2005William Hummel - 2006
Kaylee Hwang - 2007
Ashley Preston - 2008Amanda Dixon - 2009
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