Copley Financial Group, Inc.

Copley Financial Group, Inc. is a full-service retirement planning firm with offices in New York and California, that provides fee-based investment advice, annuity and insurance services, tax planning and preparation, living trusts and estate planning. We are experts at helping retirees manage their wealth with a focus on income planning, thereby enabling them to prosper in retirement and live independently on their own terms. Our goal is to provide our clients with a secure retirement that provides maximum income with the least amount of taxes. We pride ourselves on developing unique and tailored retirement plans recognizing each of our client’s specific needs and concerns.