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Annuities & Other Solutions

While we spend most of our time reviewing savings and investments, we believe that safeguarding this foundation is crucial. Your ability to earn income is one of your most valuable assets in life, that’s the reason why it’s extremely important to protect it, using a repertoire of products.

Protecting More Than Just Your Assets

At Copley Financial Group, Inc. located in San Diego, CA. and Uniondale, NY. we take pride in our will to do everything that we have in our hands to help individuals, like you, protect their hard-earned retirement wealth. As an independent firm, we have at our disposal a wide array of solutions that satisfy your needs.

Fixed Indexed Annuities

You have worked hard for your money, so it’s understandable that you want to protect and grow it for the future. So, is it better to go for low-risk investments with little growth opportunity or does investing it in the stock market worth the high-risk high-reward scenario? Now you don’t have to sacrifice one for the other. Fixed indexed annuities offer you the protection from a volatile market with the potential growth. Annuities and insurance solutions are issued by Copley Financial Group, Inc’s sister firm, Heritage Tax and Insurance Services, Inc.