Copley Financial Group, Inc. - San Diego, California

Copley Financial Group, Inc. is a highly regarded financial planning company situated at 2650 Camino Del Rio N Suite #350, San Diego, CA 92108, United States. This esteemed organization can be reached by phone at 6192946008 or via their website at financialplannersandiego.com.

With a strong emphasis on financial planning and investment services, Copley Financial Group, Inc. has carved a niche for itself in the industry. Their specialization in these areas positions them as knowledgeable and experienced providers, well-equipped to assist clients in achieving their financial goals.

Other notable features of Copley Financial Group, Inc. include their commitment to accessibility and client comfort. They offer online appointments, a wheelchair-accessible car park, a wheelchair-accessible entrance, and a wheelchair-accessible toilet. Additionally, the company is known for its LGBTQ+ friendly environment, demonstrating their dedication to providing a welcoming space for all clients.

The company has garnered a significant number of reviews on Google My Business, reflecting their popularity and reputation in the community. With an impressive average rating of 4.8/5 from these reviews, it's clear that Copley Financial Group, Inc. consistently delivers high-quality services and exceptional customer experiences.

👍 Reviews of Copley Financial Group, Inc.

María P. A. D. C.

5/5

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 such as bank failures, Dave was very proactive in keeping me informed, often sending update messages. Thanks for looking out for my future.

melissa C.

1/5

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 what would have been roughly, 6700, but in the end since they took more than 2 weeks to sell off, even after I requested for him to sell off on a specific date, I only was able to "gain" 6,300. I tried to communicate many times with them and I was always told by their assistant, "Oh he's not in the office, but we will pass your message" day after day. DO they not work Please take your money elsewhere. Oh and regarding my family member, they opened their account with 10k, also looking for growth and in those two years, his gain was 94 dollars in the end after requesting to just liquidate. Not even enough for a nice dinner!!! LOL. Might as well invest your money with someone who will address and communicate with your needs in a professional manner and someone who will make time to call you back!

Claudia P. R.

5/5

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 taken care of in years to come.

Peggy S.

2/5

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

Laura L.

5/5

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 about them, and have recommended several of our friends to them, and they’ve also entrusted their finances to them. A+ company!!

Tonya M.

1/5

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.

Brett K.

5/5

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.

Kenzie L.

5/5

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!