The

Conley Financial

Group

 
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About Kathy Conley-Jones
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Kathy Conley-Jones, LUTCF
Ms. Conley-Jones is the founder and principal of The Conley Financial Group.  Click here for a detailed executive biography.


 

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.

 

     The Conley Financial Group - All Rights Reserved © 2009.