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September 2023 by Vu T.
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 follow-up, but more importantly is they can't prove the unbelievable returns they claim. Great steak dinner though. That should be your first tip that not all is what it seems.If you have your money with them best of luck getting it out.investor.com/rias/copley…
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December 2022 by YaYa Zhou
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 wise counsel and the easy steps to follow to ensure my financial goals remained on track.
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December 2022 by Daniel Palacios
My family has been working with Mr. Copley for years. He has helped us save, and invest for over 5 years now. My parents and I trust him to grow what they have accumulated over time. We have the utmost respect and trust in him.
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August 2022 by YaYa Z.
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 wise counsel and the easy steps to follow to ensure my financial goals remained on track.
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December 2021 by Richard Martinez
Great financial group
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December 2020 by YIFANG WANG
My dad has trusted Mr. Magee and Mr. Copley with his financial planning for the last 2 years and he’s never felt more secure in his life and i thank you for that.
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December 2020 by Isela Torres
It was just great, to put it in simple words, my ability to retire is finally possible thanks to Copley Financial Group and their expertise in investing.
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December 2020 by Norberto Dominguez Amaya
It’s a pure joy to work with the staff of CFG Inc. They calmed down my parent’s fear of retiring and now they are enjoying their years as they should be.
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December 2020 by Patsy Nieto
To put it in simple words, my ability to retire is finally possible thanks to Copley Financial Group and their expertise in investing.
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December 2020 by Laura Lyons
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!!
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December 2020 by Kenzie Leas
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!
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December 2020 by Melinda Walker
We have had a wonderful experience with the Copley team, and they have given us sound investment and retirement planning advice. They are attentive, prompt and responsive to our concerns/needs, as well as the changes to the market. We feel they have managed our funds in an exceptional manner, and would highly recommend them.
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December 2020 by Sheri Newkirk
I never understood how important it is to have a “relationship “ with your financial advisor! Troy always checks on me and my finances and answers my questions immediately! They are such a great group and make the best decisions! I am so blessed to have found them and I trust them with everything! They even helped me do my Trust which was the biggest load off my shoulders! Thank you to everyone at Copley !
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December 2020 by Michele Miller
Working with Matt and Troy has been a great experience. They have helped us with putting together a Trust and financial plan geared to our needs for now and the future.Very easy to communicate with and very responsive.
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December 2020 by Dulce Rodríguez
The financial advisors at Copley do an amazing job explaining not-so common financial topics and putting clients like myself at ease. I’ve been working with Troy and you can tell immediately that he’s very knowledgeable and has integrity.
