Copley Financial Group, Inc.
Identity
- Name
- Copley Financial Group, Inc.
- Formatted address
- 2650 Camino Del Rio N Suite #350, San Diego, CA 92108, USA
- Phone
- (619) 294-6008
- Website
- http://financialplannersandiego.com/
- Primary category
- Consultant
- Hours
- Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
- Map reference
- https://maps.google.com/?cid=10601983091354372273&g_mp=CiVnb29nbGUubWFwcy5wbGFjZXMudjEuUGxhY2VzLkdldFBsYWNlEAIYBCAA
Attribute Matrix
| Attribute | Value | Sources | Latest source date | Freshness | Citations |
|---|---|---|---|---|---|
| fiduciary_status | yes | 5 | fresh |
|
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| compensation_model | contested | 4 | fresh | Contested; no resolved winner is presented.
Supporting sources
Contradicting sources
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Self-Claims
Firm Stated Facts
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categorized_as: LocalBusiness
- financialplannersandiego.com https://www.financialplannersandiego.com/ self-published
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categorized_as: retirement planning company
- financialplannersandiego.com https://www.financialplannersandiego.com/ self-published
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client_specializations: individuals and families that are nearing or already enjoying retirement
- financialplannersandiego.com https://www.financialplannersandiego.com/ self-published
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fiduciary_status: bound legally and ethically to act in your best interests
- financialplannersandiego.com https://www.financialplannersandiego.com/david-magee-financial-advisor-lp self-published
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services_offered: financial planning, investment management, budgeting guidance, assistance with medicare, retirement planning, and estate planning
- financialplannersandiego.com https://www.financialplannersandiego.com/david-magee-financial-advisor-lp self-published
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services_offered: retirement planning, financial planning
- financialplannersandiego.com https://www.financialplannersandiego.com/ self-published
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services_offered: retirement planning, financial planning
- financialplannersandiego.com https://www.financialplannersandiego.com/investment-management self-published
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services_offered: retirement planning, wealth management, and financial planning services
- financialplannersandiego.com https://www.financialplannersandiego.com/our-team self-published
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services_offered: retirement planning
- financialplannersandiego.com https://www.financialplannersandiego.com/contact-us self-published
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years_in_practice: over 25 years
- financialplannersandiego.com https://www.financialplannersandiego.com/david-magee-financial-advisor-lp self-published
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years_in_practice: over 30 years
- financialplannersandiego.com https://www.financialplannersandiego.com/david-magee-financial-advisor-lp self-published
Performance Claims
No performance claims are currently recorded.
Themed Claims
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client specializations: individual and family that are near or already enjoy retirement
Citation count: 3
- chamberofcommerce.com https://www.chamberofcommerce.com/business-directory/california/san-diego/investment-service/2012472809-copley-financial-group-inc independent
- linkedin.com https://www.linkedin.com/company/copley-financial-group-inc. independent
- yellowpages.com https://www.yellowpages.com/san-diego-ca/mip/copley-financial-group-inc-542702622 aggregated
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regulatory registration: registered investment advisory firm
Citation count: 2
- financestrategists.com https://www.financestrategists.com/retirement-planning/hicksville-ny/copley-financial-group-inc-283070/ independent
- seniorfinanceadvisor.com https://www.seniorfinanceadvisor.com/firm_locations/ca/san-diego/copley-financial-group-inc/2650-camino-del-rio-north independent
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services offered: wealth management retirement plan and investment management
Citation count: 2
- pillarwm.com https://pillarwm.com/financial-advisors/listing/copley-financial-group-inc/ independent
- zoominfo.com https://www.zoominfo.com/c/copley-financial-group-inc/547259867 independent
Claim Ledger
| Predicate or attribute | Value | Source URL | Source date | Verdict | Citation |
|---|---|---|---|---|---|
| regulatory_registration | COPLEY FINANCIAL GROUP, INC., License #283070, CA | https://adviserinfo.sec.gov/firm/summary/283070 | registry_verified |
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| known_for | obsolete and hard-to-find parts | https://www.legacypart.com/list/inventory-2916/ | kept |
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| categorized_as | electronic repair services | https://www.legacypart.com/list/inventory-2916/ | kept |
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| categorized_as | Financial Advisory Services | https://www.wikizer.com/us/copley-financial-group-377544378 | kept |
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| categorized_as | Tax Consultants | https://www.wikizer.com/us/copley-financial-group-377544378 | kept |
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| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.wikizer.com/us/copley-financial-group-377544378 | json_ld_parsed |
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| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.wikizer.com/us/copley-financial-group-377544378 | kept |
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| categorized_as | http://schema.org/LocalBusiness | https://www.wikizer.com/us/copley-financial-group-377544378 | json_ld_parsed |
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| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.wikizer.com/us/copley-financial-group-377544378 | json_ld_parsed |
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| services_offered | Tax Consultants, Financial Advisory Services | https://www.wikizer.com/us/copley-financial-group-377544378 | kept |
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| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.sec.gov/Archives/edgar/data/2045258/000204525825000006/0002045258-25-000006.txt | kept |
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| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://california.beautihost.com/agentcy/?q=copley+financial+group+inc+ca | kept |
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| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://fin.beautihost.com/california/?agency=copley+financial+group+inc+ca | kept |
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| categorized_as | Finance industry | https://fin.beautihost.com/california/?agency=copley+financial+group+inc+ca | kept |
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| fiduciary_status | fiduciary | https://pillarwm.com/financial-advisors/listing/copley-financial-group-inc/ | kept |
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| categorized_as | retirement planning company | https://pillarwm.com/financial-advisors/listing/copley-financial-group-inc/ | kept |
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| services_offered | wealth management, retirement planning, and investment management | https://pillarwm.com/financial-advisors/listing/copley-financial-group-inc/ | kept |
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| years_in_practice | over 30 years | https://pillarwm.com/financial-advisors/listing/copley-financial-group-inc/ | kept |
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| has_rating | 5 | https://www.chamberofcommerce.com/business-directory/california/san-diego/investment-service/2012472809-copley-financial-group-inc | json_ld_parsed |
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| has_review_count | 45 | https://www.chamberofcommerce.com/business-directory/california/san-diego/investment-service/2012472809-copley-financial-group-inc | json_ld_parsed |
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| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.chamberofcommerce.com/business-directory/california/san-diego/investment-service/2012472809-copley-financial-group-inc | kept |
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| categorized_as | LocalBusiness | https://www.chamberofcommerce.com/business-directory/california/san-diego/investment-service/2012472809-copley-financial-group-inc | json_ld_parsed |
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| client_specializations | individuals and families that are nearing or already enjoying retirement | https://www.chamberofcommerce.com/business-directory/california/san-diego/investment-service/2012472809-copley-financial-group-inc | kept |
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| services_offered | retirement planning | https://www.chamberofcommerce.com/business-directory/california/san-diego/investment-service/2012472809-copley-financial-group-inc | kept |
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| categorized_as | retirement planning company | https://www.chamberofcommerce.com/business-directory/california/san-diego/investment-service/2012472809-copley-financial-group-inc | kept |
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| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.chamberofcommerce.com/business-directory/california/san-diego/investment-service/2012472809-copley-financial-group-inc | json_ld_parsed |
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| services_offered | legacy planning | https://www.chamberofcommerce.com/business-directory/california/san-diego/investment-service/2012472809-copley-financial-group-inc | kept |
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| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.chamberofcommerce.com/business-directory/california/san-diego/investment-service/2012472809-copley-financial-group-inc | json_ld_parsed |
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| years_in_practice | over 30 years | https://www.financialplannersandiego.com/david-magee-financial-advisor-lp | kept |
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| fiduciary_status | bound legally and ethically to act in your best interests | https://www.financialplannersandiego.com/david-magee-financial-advisor-lp | kept |
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| years_in_practice | over 25 years | https://www.financialplannersandiego.com/david-magee-financial-advisor-lp | kept |
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| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.financialplannersandiego.com/david-magee-financial-advisor-lp | kept |
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| services_offered | financial planning, investment management, budgeting guidance, assistance with medicare, retirement planning, and estate planning | https://www.financialplannersandiego.com/david-magee-financial-advisor-lp | kept |
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| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.financialplannersandiego.com/investment-management | kept |
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| services_offered | retirement planning, financial planning | https://www.financialplannersandiego.com/investment-management | kept |
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| services_offered | legacy and retirement planning solutions | https://www.facebook.com/copleyfinancialgroup/ | kept |
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| client_specializations | individuals and families nearing or enjoying retirement | https://www.facebook.com/copleyfinancialgroup/ | kept |
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| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.facebook.com/copleyfinancialgroup/ | kept |
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| fiduciary_status | fiduciary | https://www.facebook.com/copleyfinancialgroup/ | kept |
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| compensation_model | fee-only | https://www.facebook.com/copleyfinancialgroup/ | kept |
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| services_offered | retirement planning | https://www.financialplannersandiego.com/contact-us | kept |
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| services_offered | portfolio management, selection of other advisers | https://www.seniorfinanceadvisor.com/firm_locations/ca/san-diego/copley-financial-group-inc/2650-camino-del-rio-north | kept |
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| client_specializations | individuals, small businesses | https://www.seniorfinanceadvisor.com/firm_locations/ca/san-diego/copley-financial-group-inc/2650-camino-del-rio-north | kept |
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| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.seniorfinanceadvisor.com/firm_locations/ca/san-diego/copley-financial-group-inc/2650-camino-del-rio-north | kept |
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| regulatory_registration | Registered Investment Advisory Firm | https://www.seniorfinanceadvisor.com/firm_locations/ca/san-diego/copley-financial-group-inc/2650-camino-del-rio-north | kept |
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| categorized_as | Financial Planning Consultants | https://www.yellowpages.com/san-diego-ca/mip/copley-financial-group-inc-542702622 | kept |
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| has_rating | 5 | https://www.yellowpages.com/san-diego-ca/mip/copley-financial-group-inc-542702622 | json_ld_parsed |
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| has_review_count | 1 | https://www.yellowpages.com/san-diego-ca/mip/copley-financial-group-inc-542702622 | json_ld_parsed |
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| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.yellowpages.com/san-diego-ca/mip/copley-financial-group-inc-542702622 | json_ld_parsed |
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| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.yellowpages.com/san-diego-ca/mip/copley-financial-group-inc-542702622 | json_ld_parsed |
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| services_offered | Retirement Planning, Wealth Management, Legacy Planning, Social Security Maximization, Tax Planning Solutions, Financial Planning, Investment Management | https://www.yellowpages.com/san-diego-ca/mip/copley-financial-group-inc-542702622 | kept |
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| client_specializations | individuals and families that are nearing or already enjoying retirement | https://www.yellowpages.com/san-diego-ca/mip/copley-financial-group-inc-542702622 | kept |
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| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.yellowpages.com/san-diego-ca/mip/copley-financial-group-inc-542702622 | kept |
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| categorized_as | http://schema.org/LocalBusiness | https://www.yellowpages.com/san-diego-ca/mip/copley-financial-group-inc-542702622 | json_ld_parsed |
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| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://money.usnews.com/financial-advisors/firm/copley-financial-group-inc-283070 | kept |
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| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://money.usnews.com/financial-advisors/firm/copley-financial-group-inc-283070 | json_ld_parsed |
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| has_rating | 4.8 | https://reviews.birdeye.com/copley-financial-group-inc-157317193224815 | json_ld_parsed |
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| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://reviews.birdeye.com/copley-financial-group-inc-157317193224815 | kept |
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| has_review_count | 83 | https://reviews.birdeye.com/copley-financial-group-inc-157317193224815 | json_ld_parsed |
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| client_specializations | retirees and pre-retirees | https://reviews.birdeye.com/copley-financial-group-inc-157317193224815 | kept |
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| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://reviews.birdeye.com/copley-financial-group-inc-157317193224815 | json_ld_parsed |
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| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://reviews.birdeye.com/copley-financial-group-inc-157317193224815 | json_ld_parsed |
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| categorized_as | LocalBusiness | https://reviews.birdeye.com/copley-financial-group-inc-157317193224815 | json_ld_parsed |
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| categorized_as | Financial Services | https://reviews.birdeye.com/copley-financial-group-inc-157317193224815 | kept |
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| years_in_practice | 15 years | https://reviews.birdeye.com/copley-financial-group-inc-157317193224815 | kept |
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| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.bbb.org/us/ca/san-diego/profile/retirement-planning-services/copley-financial-group-inc-1126-172019737 | json_ld_parsed |
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| years_in_practice | 12 years | https://www.bbb.org/us/ca/san-diego/profile/retirement-planning-services/copley-financial-group-inc-1126-172019737 | kept |
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| categorized_as | Retirement Planning Services | https://www.bbb.org/us/ca/san-diego/profile/retirement-planning-services/copley-financial-group-inc-1126-172019737 | kept |
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| categorized_as | LocalBusiness | https://www.bbb.org/us/ca/san-diego/profile/retirement-planning-services/copley-financial-group-inc-1126-172019737 | json_ld_parsed |
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| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.bbb.org/us/ca/san-diego/profile/retirement-planning-services/copley-financial-group-inc-1126-172019737 | json_ld_parsed |
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| services_offered | wealth management, retirement planning, investment management | https://www.bbb.org/us/ca/san-diego/profile/retirement-planning-services/copley-financial-group-inc-1126-172019737 | kept |
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| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.bbb.org/us/ca/san-diego/profile/retirement-planning-services/copley-financial-group-inc-1126-172019737 | kept |
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| services_offered | asset management services | https://www.unbiased.com/advisor-firm/san-diego/copley-financial-group-inc.-283070 | kept |
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| regulatory_registration | registered investment adviser | https://www.unbiased.com/advisor-firm/san-diego/copley-financial-group-inc.-283070 | kept |
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| investment_methodology | fundamental and technical analysis | https://www.unbiased.com/advisor-firm/san-diego/copley-financial-group-inc.-283070 | kept |
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| categorized_as | financial advisor | https://www.unbiased.com/advisor-firm/san-diego/copley-financial-group-inc.-283070 | kept |
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| services_offered | Wealth Management, Estate and Legacy Strategies, Employee Stock Options, Retirement Income Strategies, Retirement Savings Strategies, Divorce Finances, Insurance and Annuities | https://threebestrated.com/financial-services-in-san-diego-ca | kept |
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| compensation_model | fee-based | https://threebestrated.com/financial-services-in-san-diego-ca | kept |
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| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://threebestrated.com/financial-services-in-san-diego-ca | kept |
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| categorized_as | financial services | https://threebestrated.com/financial-services-in-san-diego-ca | kept |
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| established_in | 84ad501a-e8c0-402a-839a-828bad2cb910 | https://www.crunchbase.com/organization/copley-financial-group | kept |
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| services_offered | wealth management, tax planning solutions, investment management, retirement planning services | https://www.crunchbase.com/organization/copley-financial-group | kept |
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| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.crunchbase.com/organization/copley-financial-group | kept |
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| regulatory_registration | Registered Investment Advisor | https://www.financehq.com/advisor-firms/copley-financial-group-inc | kept |
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| client_specializations | Individuals and families nearing or already in retirement | https://www.financehq.com/advisor-firms/copley-financial-group-inc | kept |
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| categorized_as | Investment Advisor Firm | https://www.financehq.com/advisor-firms/copley-financial-group-inc | kept |
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| services_offered | Retirement planning, wealth management, and integrated planning | https://www.financehq.com/advisor-firms/copley-financial-group-inc | kept |
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| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.financehq.com/advisor-firms/copley-financial-group-inc | kept |
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| fiduciary_status | Fiduciary | https://www.financehq.com/advisor-firms/copley-financial-group-inc | kept |
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| client_specializations | individuals, high net worth individuals | https://www.financestrategists.com/retirement-planning/hicksville-ny/copley-financial-group-inc-283070/ | kept |
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| services_offered | comprehensive financial planning, investment management, and retirement planning | https://www.financestrategists.com/retirement-planning/hicksville-ny/copley-financial-group-inc-283070/ | kept |
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| regulatory_registration | Registered Investment Advisory firm | https://www.financestrategists.com/retirement-planning/hicksville-ny/copley-financial-group-inc-283070/ | kept |
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| located_in | 37a3b151-4715-45a2-87d9-9fc15022509c | https://www.financestrategists.com/retirement-planning/hicksville-ny/copley-financial-group-inc-283070/ | kept |
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| compensation_model | fee-based | https://www.financestrategists.com/retirement-planning/hicksville-ny/copley-financial-group-inc-283070/ | kept |
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| client_specializations | individuals and families that are nearing or already enjoying retirement | https://www.financialplannersandiego.com/ | kept |
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| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.financialplannersandiego.com/ | kept |
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| categorized_as | retirement planning company | https://www.financialplannersandiego.com/ | kept |
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| services_offered | retirement planning, financial planning | https://www.financialplannersandiego.com/ | kept |
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| located_in | 3d17e41d-d7fd-40b6-8f24-f9f58e38c477 | https://www.financialplannersandiego.com/ | kept |
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| categorized_as | LocalBusiness | https://www.financialplannersandiego.com/ | json_ld_parsed |
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| services_offered | retirement planning, wealth management, and financial planning services | https://www.financialplannersandiego.com/our-team | kept |
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| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.linkedin.com/company/copley-financial-group-inc. | kept |
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| client_specializations | individuals and families that are nearing or already enjoying retirement | https://www.linkedin.com/company/copley-financial-group-inc. | kept |
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| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.linkedin.com/company/copley-financial-group-inc. | json_ld_parsed |
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| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.linkedin.com/company/copley-financial-group-inc. | json_ld_parsed |
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| categorized_as | retirement planning company | https://www.linkedin.com/company/copley-financial-group-inc. | kept |
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| client_specializations | helping clients achieve a happy and secure retirement | https://www.yelp.com/biz/copley-financial-group-san-diego-6 | kept |
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| compensation_model | fee-only | https://www.yelp.com/biz/copley-financial-group-san-diego-6 | kept |
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| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.yelp.com/biz/copley-financial-group-san-diego-6 | kept |
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| fiduciary_status | fiduciary | https://www.yelp.com/biz/copley-financial-group-san-diego-6 | kept |
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| categorized_as | Financial Advising | https://www.yelp.com/biz/copley-financial-group-san-diego-6 | kept |
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| services_offered | financial planning, wealth management, tax reducing strategies, and social security maximization | https://www.yelp.com/biz/copley-financial-group-san-diego-6 | kept |
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| client_specializations | individuals and families approaching or enjoying retirement | https://www.zoominfo.com/c/copley-financial-group-inc/547259867 | kept |
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| categorized_as | retirement planning company | https://www.zoominfo.com/c/copley-financial-group-inc/547259867 | kept |
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| fiduciary_status | committed to acting in the best interests of its clients as a fiduciary | https://www.zoominfo.com/c/copley-financial-group-inc/547259867 | kept |
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| services_offered | wealth management, retirement planning, and investment management | https://www.zoominfo.com/c/copley-financial-group-inc/547259867 | kept |
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Credentials
-
investment_adviser_registration: COPLEY FINANCIAL GROUP, INC., License #283070, CA
verified
- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/283070 independent
Verification source- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/283070 independent
What We Do Not Know
- service_delivery_model: no_supporting_evidence
Methodology
- Source count
- 13
- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/283070 independent
- pillarwm.com https://pillarwm.com/financial-advisors/listing/copley-financial-group-inc/ independent
- threebestrated.com https://threebestrated.com/financial-services-in-san-diego-ca independent
- chamberofcommerce.com https://www.chamberofcommerce.com/business-directory/california/san-diego/investment-service/2012472809-copley-financial-group-inc independent
- facebook.com https://www.facebook.com/copleyfinancialgroup/ independent
- financehq.com https://www.financehq.com/advisor-firms/copley-financial-group-inc independent
- financestrategists.com https://www.financestrategists.com/retirement-planning/hicksville-ny/copley-financial-group-inc-283070/ independent
- financialplannersandiego.com https://www.financialplannersandiego.com/ self-published
- financialplannersandiego.com https://www.financialplannersandiego.com/contact-us self-published
- financialplannersandiego.com https://www.financialplannersandiego.com/david-magee-financial-advisor-lp self-published
- financialplannersandiego.com https://www.financialplannersandiego.com/investment-management self-published
- financialplannersandiego.com https://www.financialplannersandiego.com/our-team self-published
- linkedin.com https://www.linkedin.com/company/copley-financial-group-inc. independent
- seniorfinanceadvisor.com https://www.seniorfinanceadvisor.com/firm_locations/ca/san-diego/copley-financial-group-inc/2650-camino-del-rio-north independent
- yellowpages.com https://www.yellowpages.com/san-diego-ca/mip/copley-financial-group-inc-542702622 aggregated
- yelp.com https://www.yelp.com/biz/copley-financial-group-san-diego-6 aggregated
- zoominfo.com https://www.zoominfo.com/c/copley-financial-group-inc/547259867 independent
- Data refreshed
- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/283070 independent
- pillarwm.com https://pillarwm.com/financial-advisors/listing/copley-financial-group-inc/ independent
- threebestrated.com https://threebestrated.com/financial-services-in-san-diego-ca independent
- chamberofcommerce.com https://www.chamberofcommerce.com/business-directory/california/san-diego/investment-service/2012472809-copley-financial-group-inc independent
- facebook.com https://www.facebook.com/copleyfinancialgroup/ independent
- financehq.com https://www.financehq.com/advisor-firms/copley-financial-group-inc independent
- financestrategists.com https://www.financestrategists.com/retirement-planning/hicksville-ny/copley-financial-group-inc-283070/ independent
- financialplannersandiego.com https://www.financialplannersandiego.com/ self-published
- financialplannersandiego.com https://www.financialplannersandiego.com/contact-us self-published
- financialplannersandiego.com https://www.financialplannersandiego.com/david-magee-financial-advisor-lp self-published
- financialplannersandiego.com https://www.financialplannersandiego.com/investment-management self-published
- financialplannersandiego.com https://www.financialplannersandiego.com/our-team self-published
- linkedin.com https://www.linkedin.com/company/copley-financial-group-inc. independent
- seniorfinanceadvisor.com https://www.seniorfinanceadvisor.com/firm_locations/ca/san-diego/copley-financial-group-inc/2650-camino-del-rio-north independent
- yellowpages.com https://www.yellowpages.com/san-diego-ca/mip/copley-financial-group-inc-542702622 aggregated
- yelp.com https://www.yelp.com/biz/copley-financial-group-san-diego-6 aggregated
- zoominfo.com https://www.zoominfo.com/c/copley-financial-group-inc/547259867 independent
- Source classes
- aggregator (aggregated), business_website (self-published), independent_editorial (independent)
- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/283070 independent
- pillarwm.com https://pillarwm.com/financial-advisors/listing/copley-financial-group-inc/ independent
- threebestrated.com https://threebestrated.com/financial-services-in-san-diego-ca independent
- chamberofcommerce.com https://www.chamberofcommerce.com/business-directory/california/san-diego/investment-service/2012472809-copley-financial-group-inc independent
- facebook.com https://www.facebook.com/copleyfinancialgroup/ independent
- financehq.com https://www.financehq.com/advisor-firms/copley-financial-group-inc independent
- financestrategists.com https://www.financestrategists.com/retirement-planning/hicksville-ny/copley-financial-group-inc-283070/ independent
- financialplannersandiego.com https://www.financialplannersandiego.com/ self-published
- financialplannersandiego.com https://www.financialplannersandiego.com/contact-us self-published
- financialplannersandiego.com https://www.financialplannersandiego.com/david-magee-financial-advisor-lp self-published
- financialplannersandiego.com https://www.financialplannersandiego.com/investment-management self-published
- financialplannersandiego.com https://www.financialplannersandiego.com/our-team self-published
- linkedin.com https://www.linkedin.com/company/copley-financial-group-inc. independent
- seniorfinanceadvisor.com https://www.seniorfinanceadvisor.com/firm_locations/ca/san-diego/copley-financial-group-inc/2650-camino-del-rio-north independent
- yellowpages.com https://www.yellowpages.com/san-diego-ca/mip/copley-financial-group-inc-542702622 aggregated
- yelp.com https://www.yelp.com/biz/copley-financial-group-san-diego-6 aggregated
- zoominfo.com https://www.zoominfo.com/c/copley-financial-group-inc/547259867 independent
- Synthesis run at
- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/283070 independent
- pillarwm.com https://pillarwm.com/financial-advisors/listing/copley-financial-group-inc/ independent
- threebestrated.com https://threebestrated.com/financial-services-in-san-diego-ca independent
- chamberofcommerce.com https://www.chamberofcommerce.com/business-directory/california/san-diego/investment-service/2012472809-copley-financial-group-inc independent
- facebook.com https://www.facebook.com/copleyfinancialgroup/ independent
- financehq.com https://www.financehq.com/advisor-firms/copley-financial-group-inc independent
- financestrategists.com https://www.financestrategists.com/retirement-planning/hicksville-ny/copley-financial-group-inc-283070/ independent
- financialplannersandiego.com https://www.financialplannersandiego.com/ self-published
- financialplannersandiego.com https://www.financialplannersandiego.com/contact-us self-published
- financialplannersandiego.com https://www.financialplannersandiego.com/david-magee-financial-advisor-lp self-published
- financialplannersandiego.com https://www.financialplannersandiego.com/investment-management self-published
- financialplannersandiego.com https://www.financialplannersandiego.com/our-team self-published
- linkedin.com https://www.linkedin.com/company/copley-financial-group-inc. independent
- seniorfinanceadvisor.com https://www.seniorfinanceadvisor.com/firm_locations/ca/san-diego/copley-financial-group-inc/2650-camino-del-rio-north independent
- yellowpages.com https://www.yellowpages.com/san-diego-ca/mip/copley-financial-group-inc-542702622 aggregated
- yelp.com https://www.yelp.com/biz/copley-financial-group-san-diego-6 aggregated
- zoominfo.com https://www.zoominfo.com/c/copley-financial-group-inc/547259867 independent