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Upcoming Events:
What? Renowned Leadership Coach, CARL PETTY, in Leading Your Way to Growth
Date: Tuesday, April 27, 2021
Time: 10 AM
Available Virtually via Livestream
Colton Groome News
Ellen Cain, CFP®, ChSNC®, and National Social Security Advisor Certificate Holder
We are thrilled to announce Ellen has completed the Certified Financial Planner™, Chartered Special Needs Consultant™, and National Social Security…
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Colton Groome Ops Manager, Taylor Bell: A Diversity Accountability Panelist
We’ve heard and are learning the importance of taking next steps to be more diverse and inclusive. We’re ready to move forward—but what are the next steps?
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The 2020 Annual Review Has Arrived!
This year’s newsletter was a special one: Colton Groome’s 70th Anniversary Edition! This Newsletter covers our most important topics for…
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Succession Planning in Business Strategy
Each year, the Colton Groome Advisors attend the Valmark Member Summit—an educational conference led by some of the industry’s most…
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70 Years: History & Growth
This year Colton Groome & Company celebrated Our Third Generation Financial Advisory Firm Understands Multi-Generational Success. We Provide Continuity to…
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The 2020 Election: Implications for Financial Markets and Investors
How will the 2020 US election impact financial markets & investors? A global pandemic. Personal and professional lives upended. The…
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2020 U.S. Election Outlook
The 2020 U.S. Election and Potential Financial Implications Request a Recording of the Webinar from Friday, October 16 Request…
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Slow Market Week, Dominated by U.S. Politics
It was another slow week for markets as out-of-office replies pile up and volume plunges. Equities put in another positive week with international developed markets outperforming strongly while emerging markets lagged. Domestic equities landed in between the two…
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Welcome Garst Reese, CFA
About Our Company Our Team What We Do Corporate Retirement Insurance Strategy Life Settlements Investment Advisory Trust Services Wealth Management…
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1127-B Hendersonville Rd
Asheville, NC 28803
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.
Horizon Investments, LLC is a separate entity from Valmark Securities Inc. and Colton Groome & Company.
Fee-based Financial Planning and Asset Management Services offered through Colton Groome Financial Advisors, LLC, an SEC Registered Investment Advisor. Securities offered through ValMark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Akron, Ohio 44333-2431, 1-800-765-5201. Colton Groome & Company, and Colton Groome Financial Advisors, LLC are separate entities from Valmark Securities, Inc. Colton Groome & Company is a separate entity from Retirement Plan Advisory Group.