• Our advisors are dedicated to achieving your financial goals

    Talley Financial, Inc. (dba Talley Financial), is a full service financial planning and investment advisory firm based in Chelan, Washington. We assist clients throughout the U.S. who want objectivity and long-term guidance. We have served our clients conservative financial needs since 1984. Our highest priority is to create value and confidence for our clients by offering the following comprehensive services:

    • Portfolio analysis
    • Asset Allocation design
    • Investment management
    • Stock Option Planning
    • Estate planning
    • Retirement planning
    • Tax planning
    • College funding strategies

    We recognize that our clients lead active and complex lives. Our clients understand that managing their investments is more complicated and time-consuming than ever before. They acknowledge that working with specialized investment professionals provides them with a level of confidence and security. Wealth accumulation and estate preservation includes coordinating our planning with our client`s tax, legal and insurance professionals. We follow a disciplined approach to balance risk and return, and believe that educating clients enables them to make informed decisions.

    For more information on our firm, we invite you to explore our website, to call us or to email us. We look forward to discussing your personal needs and how we might provide investment advisory services and financial planning support to you.