Your Curator of Strategies, Tools & Connections
“I never realized how much I needed a sounding board for all my ideas about my financial life. They help me see clearly and then decide.”
(unpaid testimonial, 1/8/21)
Why Colton Groome
7 Decades Advising Individuals, Businesses & Nonprofits
How would it feel to have a thought partner for making sense of all the choices in the financial world?
A team that can seek and sift to find the right solutions and tools, plus connect you with other professionals that perfectly suit YOU?
That’s what the team at Colton Groome Financial does best.
Our strong legacy of helping clients reach their financial goals dates back to 1950 gives you the benefit of:
- PERSPECTIVE. We’ve gained valuable insights over this long company history. Helping others navigate countless crossroads gives us the uncanny ability to anticipate client needs.
- EXPERIENCE. We draw on a vast library of knowledge accumulated from decades of our experience with clients. This knowledge is the key to tailoring a solution just right for you.
- RELATIONSHIPS. Along the way we’ve nurtured a pool of trusted professional contacts unparalleled in North Carolina and beyond.
These are a few of the reasons why multi-generational families choose Colton Groome Financial to solve their complex planning needs.
Dive deeper – learn more about
“First, they helped me assemble a diverse financial team. Now they bring us all together and facilitate our dialogue.”
(unpaid testimonial, 1/8/21)
Let's Talk Possibilities
An initial consult will answer your questions and help us both assess a mutual good fit for your needs.
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.
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 Financial, and Colton Groome Financial Advisors, LLC are separate entities from Valmark Securities, Inc.
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.