About Jolley Financial

Jolley Financial Group is an independent, investment management and financial consulting firm based in Valencia, California. We work with clients throughout the United States who demand objectiveness without any product or sales influence. We serve individuals, families and small businesses.

Managing investments is more complicated and time-consuming than ever before, which is why working with specialized investment professionals is so important. In turn, it provides our clients with a level of confidence and stability.

Our highest priority is to create value and greater satisfaction for our clients by offering the following services:

  • Investment Management
  • Retirement Planning
  • College Planning
  • Asset Allocation & Portfolio Construction
  • Tax Planning
  • Estate Planning
  • Insurance & Risk Management

Wealth accumulation and estate preservation includes coordinating our planning and investment management services with tax, legal, and insurance professionals.

We follow a disciplined approach to balance risk and return, and believe that educating our clients enables them to make informed decisions. For more information on our firm, we invite you to call us. We look forward to discussing your personal needs and how we might provide investment counseling.