At the Coombes Investment Group, our experienced advisory team is focused solely on the financial success and security of a select group of clients and their families. We use established investment and portfolio management processes aimed to meet our clients’ long-term financial objectives.
We believe that it’s difficult for investment advisors to provide above average service if they are spreading there time over several hundred clients. We have consciously chosen to service a select group of clients in order to ensure they receive the service and investment performance we believe they deserve. We work with professionals, business owners, retirees, and those approaching financial independence.
We welcome a conversation to see whether there is a good fit for us to drive financial results for your family.