News

Colton Groome’s Annual Newsletter

Jun 9, 2022 | Company Updates

Have you checked out our Annual Newsletter? 

 

 

Catch up on your Colton Groome News, as we outline the details of our company growth, community initiatives, and key industry topics:

  • The Colton Groome Financial Rebrand: Why we made the choice to become COLTON GROOME FINANCIAL
  • Community Support Initiatives, directed by George and Barbara Groome
  • Maintaining Focus Amidst Market Noise
  • News and Updates for Business Retirement Planning
  • Welcome to our New Director of Insurance: Tom Love, CLU, FLMI®
  • The Impacts of Insurance Management
  • The Retirement of Bob Ballard
  • and Our Favorite Moments in 2021

It has been our greatest honor to work with you. Thank you, for placing your trust in us for 71 years!

Colton Groome Financial
​1127-B Hendersonville Rd.
Asheville, NC 28803
Tel - (828) 252-1816
Fax - (828) 254-5895
info@coltongroome.com

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, and Certified Financial Planner™, in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

This testimonial was provided by current client. The client was not compensated, nor are their material conflicts of interest that would affect the given testimony. The testimony may not be representative of the experience of other current clients and does not provide a guarantee of future performance success or similar services.

Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered Through Valmark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431 1-800-765-5201 Colton Groome Financial is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc. Colton Groome & Company is a separate entity from Retirement Plan Advisory Group.

Colton Groome Financial Advisors, LLC is a Registered Investment Advisor (RIA). Information contained herein has been obtained from sources considered reliable, but its accuracy and completeness are not guaranteed. This material is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Past performance is no guarantee of future results. Colton Groome Financial Advisors, LLC has exercised reasonable professional care and diligence in the collection, analysis, and reporting of this information but has not independently verified, validated, or audited the data. Colton Groome Financial Advisors, LLC makes no representations or warranties with respect to the accuracy of the information, nor whether it is suitable for the purposes to which it is put by users. Colton Groome Financial Advisors, LLC and its subsidiaries shall not be liable to any user of this report or to any other person or entity for any inaccuracy of this information or any errors or omissions in its content, regardless of the cause of such inaccuracy, error or omission. Furthermore, in no event shall Colton Groome Financial Advisors, LLC be liable for consequential, incidental or punitive damages to any person or entity for any matter relating to this information.