professional financial advisory services


Have you ever wanted to seek professional advice about a financial issue you were facing, but did not want to listen to sales pitches for annuities and other financial products?  Most so-called financial advisors sell products.  We do not.  We sit with you, listen to your concerns, study your financial situation, and recommend solutions.  Pure advisory services, without the sales pitch.

Always independent.  Always objective. Always in your best interest.

A completely independent advisor, supported by World-Class resources and technology.

 

We are 100% independent. We do not sell financial products or insurance. We get no commission or compensation from any of the investments we may recommend. Our clients have the option to use any brokerage they choose to hold their portfolio assets. In addition, James A. Colley, Inc. custodies client assets with TD Ameritrade Institutional, an independent broker dealer; and as such, we can offer our clients the highest levels of professional services and top-rated technology tools through TDAI's online platform VEO.

Experience

"The only source of knowledge is experience."  -Albert Einstein


James Colley is dedicated to helping clients navigate through the uncertain economic world we live in; helping people to manage, grow, and preserve their wealth for over 16 years.  We've guided our clients through some of the worst economic conditions in generations; including the tragedies of 9/11/2001, global war on terror, wars in Iraq and Afghanistan, recessions, market corrections, collapse of the credit markets, bursting of market bubbles in housing and gold, and more.  Our clients are confident, knowing an advisor with this wealth of experience is on their team.  In good economic times or bad, James Colley is uniquely skilled and prepared to assist in all facets of personal financial planning and wealth management.

James Colley is a Certified Financial Planner (CFP) and Registered Investment Advisor with over 16 years of financial advisory experience. At James A. Colley, Inc., we are here to help clients manage their wealth, grow and protect their assets, and plan for future financial needs. We understand that every client has unique needs and financial situations. That's why our personal, customized approach is so effective. No future is too big or too small for us, our goal is to simply help create a positive future for all of our clients, allowing them to reach their life's goals.  


Here at James A. Colley, Inc. we understand that financial planning for your future is scary and uncertain, especially in today's economy. We've helped families, individuals, and businesses successfully realize their financial goals. We want to help make your vision for your future become a reality for you and your family too.

Relevant Reading

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Why CFP Certification Matters

Financial "advisors" are seemingly everywhere. Here's why you should choose a Certified Financial Planner.

Helpful Financial Calculators

Online tools can help you get started.

What Really Matters

an independent, objective advisor - not a salesman

About Us

* Wealth Management * Financial Planning *