Finley Financial Service

Welcome to Finley Financial Services, your trusted partner for all your financial needs. Our website is designed to provide you with a wealth of information on various financial topics, including insurance, investing, retirement, estate planning, and wealth preservation. We believe that taking a proactive approach to personal finance is key to achieving your financial goals, and we are here to guide you every step of the way.

At Finley Financial Services, we are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our valued client. We strive to understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your financial goals. We offer securities through Registered Representatives of Cambridge Investment Research, Inc., a broker dealer, member FINRA/SIPC, and advisory services through Cambridge Investment Research, Inc., a Registered Investment Advisor. Our services are available to individuals residing in the states of TX, OK, KS, and LA.

Our Team

Our team of skilled professionals is dedicated to providing you with personalized financial advice and solutions. We have years of experience in the financial industry and are committed to staying up-to-date with the latest financial trends and developments. Our team includes financial advisors, insurance professionals, and support staff who are passionate about helping you achieve your financial goals.

Our Services

At Finley Financial Services, we offer a wide range of financial services to help you manage your money effectively. Our services include:

• Insurance Services: We offer a variety of insurance products to help you protect your assets and manage risk. Our offerings include life insurance, disability insurance, long-term care insurance, and health insurance.
• Investment Services: Our investment services are designed to help you grow your wealth and achieve your financial goals. We offer securities through Registered Representatives of Cambridge Investment Research, Inc., a broker dealer, member FINRA/SIPC, and advisory services through Cambridge Investment Research, Inc., a Registered Investment Advisor. Our investment offerings include stocks, bonds, mutual funds, exchange-traded funds (ETFs), and alternative investments.
• Retirement Planning: Our retirement planning services are designed to help you prepare for a comfortable and secure retirement. We can help you estimate how much income and savings you may need in retirement, and provide you with strategies to help you reach your retirement goals.
• Estate Planning: Our estate planning services are designed to help you protect your assets and provide for your loved ones after you're gone. We can help you create a comprehensive estate plan that includes wills, trusts, powers of attorney, and other legal documents.
• Wealth Preservation: Our wealth preservation services are designed to help you protect your assets and minimize your tax liability. We can help you develop a comprehensive wealth preservation strategy that includes asset protection, tax planning, and charitable giving.

Resources

In addition to our financial services, we also provide a variety of resources to help you stay informed about financial topics. Our resources include videos, calculators, flipbooks, newsletters, articles, glossary, and tax library. These resources are designed to help you understand financial concepts, stay up-to-date with financial trends, and make informed financial decisions.

Thank you for considering Finley Financial Services for your financial needs. We look forward to the opportunity to work with you and help you achieve your financial goals.