Our Services

* Wealth Management * Financial Planning *

Financial Adisory Services

Top-Rated Brokerage Services through TD Ameritrade Institutional


Portfolio Review

Evaluation and Recommendation

Wealth Management

Investment Advisory

Financial Planning

Retirement Planning

College Planning

Estate Planning

Our services can be customized to suit your specific needs.  They can range from a one-time consultation meeting all the way up to full-time wealth management.

All services are offered on a Fee-Only basis.  James A. Colley, Inc. does not sell financial or insurance products of any kind.  James A. Colley, Inc. receives no commissions or any kind of compensation from any investment which may be recommended.  Contact us for a free consultation and fee schedule.