Colley Financial Services, Inc.
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- Firms:
- Colley Financial Services, Inc.
- Sponsors
-
- Address:
-
505 W. Interlake Blvd., Lake Placid, FL 33852, USA
- Corporate Phone:
- (863) 465-6473
- Email:
- Contact Firm
- Website:
- http://colleyfinancial.com/
The company provides a full array of services benefiting both its business and individual clients. Specialties include accounting & bookkeeping, financial planning, tax preparation, investment advisory & portfolio management, payroll services, business consulting, retirement planning and many others.
Their Services:
- Personal Financial Planning
- Retirement Planning
- College Planning
- Tax Planning
- Estate Planning
- Transition Planning
- Investment Advisory
- Portfolio Analysis/Evaluation
- Portfolio Management
- Tax Return Preparation
- Accounting
- Bookkeeping
- Payroll Services
- Small Business Consultation
- Company Retirement/Benefits Plan Design
- IRS Audit Representation
- Notary Public
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Services:
- Employee Benefit Plans
- Bankruptcies
- Asset Protection
- Other Services
Services:
- Federal and State Income Tax Return Preparation
- Income Tax Consultation and Planning
- Tax Notice and Dispute Resolution
- IRS and VA Audit Representation
- Amended Income Tax Return Preparation
- Multi State Tax Planning
- Estate, Gift and Trust Tax Return Preparation
We strive to provide impartial information and advice that promotes our clients’ financial security, the well-being of their loved ones, the satisfaction of their legal obligations, and the achievement of their philanthropic goals.
Asset Allocation and Investment Management:
Products of Colley Financial Services, Inc.:
