The Conley
Financial Group is a premier integrated
financial services
organization. The
Conley Financial Group has faithfully
served the St. Louis community since
1982 with
sound, strategic financial services that
have helped to establish and sustain the
wealth of many. We specialize in the
financial empowerment of women and
people of color.
As an integrated
financial specialist, our financial
services process encompasses the seven
key financial services areas: legal
implications of financial services, estate planning, insurance,
finances, taxation, investment and
retirement.
Our Mission
It is our mission to provide
comprehensive vendor neutral risk
management solutions for employers and
their employees. Through
strategically aligned partnerships with
some of the largest and most
specialized insurance
brokerage firms, we are able
to bring the corporate sized
"state-of-the-art" risk management
programs to your projects.
Service Excellence & Commitment
We believe that comprehensive planning is a
continuum, not a one-time event. The
Conley Financial Group is committed to
service excellence providing you with
the highest quality and professionalism
in the achievement of your financial
objectives. Our organizational culture
is driven by our commitment and
dedication to those we are privileged to
serve.
Our Process
The Conley Financial Group, we believe
that comprehensive planning is a dynamic
process of meeting life goals through
intelligent and disciplined financial
strategies. It is shaped by genuine
needs and is not product-driven or
influenced by the mass advertising of an
increasingly crowded and confused
financial marketplace.
Our professional approach is
conservative, rapidly responsive and
underpinned by a soundly based research
methodology. We strive to provide you
with a holistic, value-added service
that goes beyond a list of
recommendations. Our goal is to forge a
long-term mutually beneficial financial
alliance, by earning your confidence and
trust in our integrity and professional
competence. Our approach to our
clients' needs is unique within the
marketplace. We are process focused
versus product driven.
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