Our Company
Here is what you can expect from us at Talley Financial, Inc.:
- Personalized Service
- Portfolio Structure Designed for Your Needs
- An Exclusive, Research-Based, Highly Diversified, Quality Approach
- Low Institutional Costs
- Asset Allocation Providing Diversification
- Access to a Superior Team of Specialist Money Managers
- Disciplined, Continuous Money Manager Monitoring
- Formal Investment Policy Statement (by request)
- Excellent Customized Reporting Package
- On-going Unbiased Financial Advice
Talley Financial, Inc. is committed to the belief that the interests of the client must always come first. Our goal is to provide our clients with the information and guidance necessary to make sound financial decisions. Talley Financial, Inc. provides a full range of financial services for those who want to protect and increase their financial assets. Our investment process is designed to provide you with a profile of your current financial standing, as well as information about how we can help you achieve your financial goals.
We feel it is our responsibility and pleasure to educate, inform and empower our clients. We strive to do this by delivering the most accurate and timely financial information available, and to provide the highest quality of service through companies and individual money managers who share our same level of commitment to integrity.
We provide a highly personalized and unique money management and financial planning service for individuals and businesses. By specializing in investment management, retirement, and estate planning, our clients feel informed and empowered to make responsible choices about their financial destiny. We are a partner in their personal and/or professional lives, and a resource for honest, accurate financial information.
Individual and institutional investors have placed their trust with Talley Financial, Inc., a Registered Investment Advisory firm based in Chelan, Washington. We provide our clients with investment advice and access to products from many of the nations "leading" investment companies. We would enjoy the opportunity to discuss with you how to make your financial dreams a reality.