Copley Financial Group, Inc.

This group is amazing to work with! Philip is so knowledgeable and patient as we made our decision to switch groups. Really appreciate the entire team and looking forward to many years of wise financial assistance :)

I am so impressed with Copley Financial Group. After attending a social security seminar for retirement presentation at the local community center, I made an appointment to sit down with Dave to learn more. He is knowledgeable and very professional and has taught me so much about making vast financial choices. He is also very patient with my many questions and promptly gets back to me and my family with any follow-up information. During the past few years, when the market fluctuated due to circumstances suc

If I could give zero stars, I would. first of all, i had two accounts under this company. One was mine and the other was my family member. I trusted them with an Agressive growth account, in the two years, as I am still young, managed by them, transparency and communication was horrible. Even after i closed my account and told Philip to liquidate my acct. He took over two weeks to sell off which led to a loss of about 400. I started the account with 5k, in those two years, the growth only was equivalent to

We switched to Copley Financial several months ago. Wish we had done it sooner! Regardless. they had a comprehensive and thoughtful plan for us in no time that made it easy to sleep at night once we took the plunge a year ago. Their amiable, smart and responsive team has made our communications easy and efficient, explaining options and never talking over our heads. We appreciate the tax knowledge as well. A big plus! All in all, we are glad to be part of the Copley client family and know that we will be ta

My husband grew up knowing the Copley family, so we had confidence that the Group would likely help us to organize our finances well, but we really had no idea how incredibly welcoming and accommodating they would be. Once we met with them, they not only diversified our portfolio in such a way that the ?hit? during Covid-19 was minimal (and still recovering!), but they also created our Family Trust at an incredibly reasonable price, and our finances are protected there, too. I cannot say enough good things

Absolute pros and by far the best advisors I've had. They are incredibly knowledgeable and take the time and care for each client and listen to your needs and develop a customized plan. They've saved me a lot of time, stress and money. 100%recommend and we will be using Copley for all of our future financial needs!

Attentive, Involved, Personal Service. Matt Copley is willing and able to guide us through our unique needs and decisions. We are very happy with the relationship and the results. Jessica is a real PRO, helpful and delightful to work with. The periodic Dinner/Investment Guidance Seminars are really helpful, Matt and team bring in seasoned successful Investment Professionals at the top of their game to give us a good sense of what's going on and the near future of Investments. We are really Blessed to have t

Under the guidance of Dave Magee, we incurred significant financial losses totaling over $105,000. His recommendation of an annuity account for our 401K resulted in losses exceeding $55,000, while he profited from selling us this policy without disclosure. Moreover, his advice on another supposedly "can't lose' investment led to an additional loss of $50,000, with no subsequent communication or guidance from him. Beware of this Financial Advisory Group.

There was no transparency in the way my money was managed. Alot of confusing metrics and stock market analytics. When I questioned some accounts that I had concerns about, i.e. either losing money on a specific account or annuities that were not producing as advised, I was told that they would monitor it (which is what should've been done in the first place) or offered another annuity to replace the original one which was recommended in the first place! I have to wonder another commission??

We have had a wonderful experience with the Copley team, and they have given us sound investment and retirement planning advice. They are attentive, prompt and responsive to our concerns/needs, as well as the changes to the market. We feel they have managed our funds in an exceptional manner, and would highly recommend them.

Copley Financial has been knowledgeable, professional and transparent with my investment strategies. I highly recommend these guys after having a couple previous investment managers with mediocre results.

Mr. Matthew Copley, Jessica and the rest of his team are experts in their fields. I am so happy to have taken my family's recommendation of him since he made the Trust writing process so quick and easy to understand. Jessica is very prompt in returning my messages and they are all very professional. We have various family members who go to Matthew for financial planning needs and I am so glad I took their advice to see him as well. I highly recommend their services!

I never understood how important it is to have a ?relationship ? with your financial advisor! Troy always checks on me and my finances and answers my questions immediately! They are such a great group and make the best decisions! I am so blessed to have found them and I trust them with everything! They even helped me do my Trust which was the biggest load off my shoulders! Thank you to everyone at Copley !

Words can't express the pleasure of working with Dave Magee. For several years he has made it his mission to keep me informed and educated on the market. Dave has provided me great comfort through wise counsel and the easy steps to follow to ensure my financial goals remained on track.

Working with Matt and Troy has been a great experience. They have helped us with putting together a Trust and financial plan geared to our needs for now and the future. Very easy to communicate with and very responsive.

The financial advisors at Copley do an amazing job explaining not-so common financial topics and putting clients like myself at ease. I've been working with Troy and you can tell immediately that he's very knowledgeable and has integrity.

Mr. Klinger from Copley Financial has been my advisor for close to a year. He's always attentive to respond to questions and explains all the financial concepts in a simplified way. No jargon. He continues to excel with my personal finances. I highly recommend him.

Initially I was skeptical but Matt is the real deal - he is motivated to make my investments grow - he gets paid a percentage of what he makes for me. His success is tied to my success. This is a win-win situation and further motivates him to do well for his clients. He has skin in my game. On top of all that, he loves this stuff - investment strategies, tax laws, Social Security strategies. I wish I had found him sooner.

My family has been working with Mr. Copley for years. He has helped us save, and invest for over 5 years now. My parents and I trust him to grow what they have accumulated over time. We have the utmost respect and trust in him.

Originally attended a session in 2019. Very informative. Decided to meet at their office to set up two plans. Any questions that I had were answered with clarity. If I need to get in touch with Phil, my agent it was always a timely response. I would recommend this firm and was glad we did.

On behalf of my mother, I'd love to express my gratefulness for the service we received from Mr. Copley and Mr. Klinger at Copley Financial Group. From the first moment I reached out to enquire about my mother?s retirement, and through all the process, our questions and doubts were handled perfectly. We cannot thank you enough.

Matthew excels in accountability. He is a great listener and has a very simple way in communicating what's going on with the market trends to me. My portfolio is extremely grateful for Matt.

Philip helped me save for my son?s college education. He managed to explain to me things over and over until I fully understood everything. It's been a pleasure working with such a caring person that genuinely works for my best interest.

Kyle has handled our account with excellence and professionalism. He listened and understood our concerns and investment type, offered creative solutions that protected us in a down market, yet still grew our portfolio.

Very helpful, able to explain complex financial information and long-term financial strategies in terms my husband and I can understand and apply. We greatly appreciate their help with our retirement. Wish I had met them earlier in my work life

I've been getting advice from Kyle for over a year and I have nothing but good things to say about him. He's been very diligent about answering any question I've had. He has guided me as I've executed the plans he developed. I feel very benefited from his help and I do think of him as a friend.

I've known Matt for many years now and I couldn't recommend their business enough. You name it, sell your business, retirement planning, or just get your finances in order, these guys are the right advisors you want to work with.

Amazing people, never cease to help whoever they can! They do anything to achieve your financial goals here.

It was just great, to put it in simple words, my ability to retire is finally possible thanks to Copley Financial Group and their expertise in investing.

It's a pure joy to work with the staff of CFG Inc. They calmed down my parent?s fear of retiring and now they are enjoying their years as they should be.

I had such a great experience here. Thank you so much for the kindness and accommodation :D!

To put it in simple words, my ability to retire is finally possible thanks to Copley Financial Group and their expertise in investing.

thank you for helping me set the foundation for my retirement.

Great financial group