Copley Financial Group

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2650 Camino del Rio N Ste 350
San Diego, CA 92108
+1 (619) 294-6008
https://financialplannersandiego.com
Our mission is to provide our clients with innovative strategies that help give them the financial security they deserve in their retirement years.

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Reviews

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4.513 reviews
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Theresa N.
11/22/2017

So far, so good! We changed financial planners after going to social security seminar conducted by Matthew. We had been with the previous planner for over 20 years. The previous financial planner...

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David J.
3/8/2025

I went to the Copley Financial Group seminar at Ruth Chris Steak House in Del Mar, California. I did not agree with much of this financial seminar although I admit I did learn something there....

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Liz H.
5/13/2024

Please do not look any further for a company that has your back.I have been with them for many years and always had the best advice from your advisor!After my husband passed away and after my...

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Vu T.
9/25/2023

Wow, all the Google 5 star reviews is very suspicious. Especially from many sketchy Google accounts. I would not put my money in their hands. One reason is they don't listen, secondly they don't...

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YaYa Z.
8/16/2022

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...

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