Copley Financial Group, Inc.

Name: Copley Financial Group, Inc.
Address: 2650 Camino Del Rio North, San Diego, CA, 92108, US
Telephone: (619) 294-6008
Price range: $$$
Rating: 3.4

Your trusted partner for personalized financial planning and retirement strategies in San Diego.

3.4(5 reviews)

financial-advising

$$$

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About

Copley Financial Group, Inc. is a San Diego-based financial advisory firm dedicated to helping individuals and families achieve their financial goals. With a focus on retirement planning, investment management, and tax-efficient strategies, the team provides personalized guidance to navigate complex financial decisions. Known for their proactive communication and client education, they offer seminars and one-on-one consultations to build long-term relationships. Serving the local community, Copley Financial Group aims to deliver comprehensive financial solutions with professionalism and care.

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Location

2650 Camino Del Rio N Suite #350, San Diego, CA 92108, USA

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Information

2650 Camino Del Rio North

San Diego, CA, 92108

(619) 294-6008 financialplannersandiego.com/

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Services

Retirement Planning

Comprehensive strategies for retirement, including Social Security optimization and IRA management.

Investment Management

Personalized investment portfolios with proactive monitoring and adjustments based on market conditions.

Tax Planning

Tax-efficient strategies to minimize liabilities and maximize returns, including Roth conversions and DST investments.

Wealth Management

Holistic financial planning covering estate planning, risk management, and long-term wealth growth.

Financial Seminars

Educational workshops and seminars on topics like retirement, investments, and financial security.

3.40 · 5 reviews

Overall rating

David Johnson

via Google

· 1 year ago

I and a guest were invited to Ruth Chris steak house to a financial seminar. Every financial advisor I have seen wants you to do a Roth conversion which I think is a bad move .. you pay the taxes now for an investment which may have no tax later, tax laws can change, the investment can go down. I myself will let my traditional IRA grow as big is as possible and pay the RMDs as they happen and reinvest what is left over. I also have a Roth IRA. One of the ideas presented at the seminar was to sell valuable real estate and put that into a losing DST investment to avoid IRS and state taxes. Why put your assets in an il-liquid losing investment? The promise that DST is showing a loss for tax purposes and will then go up is a fraudulent misrepresentation no financial advisor can guarantee. According to Google AI "Undervaluing a Delaware Statutory Trust (DST) to offset a real estate sale is not permissible with the IRS and is a form of tax fraud. Deliberately undervaluing assets to reduce your tax liability can lead to severe penalties, including hefty fines and possible criminal charges" What gets me the worst is Copley Financial kept calling me and I kept telling them to take me off their calling or mailing list, so now they're targeting my wife though the US mail. Copley Financial Group stop harassing my family. This first solicitation to my wife we are returning as "Refused Return to sender or to the USPSIG FRAUD Predatory Financial product sales pitch on unsophisticated victims" If the solicitations continue we will refuse the mail and return the solicitation directly the USPS Inspector General.

gina james

via Google

· 1 year ago

This group is amazing to work with! Philip is so knowledgeable and patient as we made our decision to switch groups. Really appreciate the entire team and looking forward to many years of wise financial assistance :)

melissa curiel

via Google

· 2 years ago

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 Piedra Rojas

via Google

· 2 years ago

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.

María Patricia Alvarez Del Castillo

via Google

· 2 years ago

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.

Pierre Tax and Wealth Management provides comprehensive accounting and financial advisory services tailored to individuals, families, and businesses. Led by Eric, the firm focuses on understanding each client's unique situation to deliver legal, ethical tax-saving strategies that enhance cash flow and long-term wealth. Known for its personable approach and commitment to client convenience, including flexible meeting options, the team builds trusted relationships through thorough, cutting-edge service. Based in Banker's Hill, San Diego, they prioritize delivering exceptional ROI and reliable support year after year.

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