Retirement Plans & COVID-19: Frequently Asked Questions with ERISA Attorney, Kelsey Mayo You’ve got questions. We’ve got answers. This Colton…Read More
G. Tate Groome, CFP®, CLU®, AEP® 2019 spurred a process for advancement within Colton Groome’s culture. In addition to regularly…Read More
Colton Groome & Company is proud of its ability to deliver global resources with local accountability. One example of this…Read More
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.