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Monday 9am - 4pm Tuesday 9am - 4pm Wednesday 9am - 4pm Thursday 9am - 4pm Friday 9am - 4pm

The Colquette Group

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United States
Chattanooga, TN
The Colquette Group

Our mission is to transform the financial services industry, to make it a client-centric environment

Address

6918 Shallowford Road, Suite 205
Chattanooga, TN
37421

Opening Hours

Monday	9am - 4pm
Tuesday	9am - 4pm
Wednesday	9am - 4pm
Thursday	9am - 4pm
Friday	9am - 4pm

Telephone

(423) 702-4052

Website

http://www.colquettegroup.com/

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Clients first … ALWAYS!

We believe in putting people in control of their money! We do this by educating clients – helping them minimize risks and unnecessary transfers of wealth. We challenge the conventional, mainstream thinking and develop strategies for wealth accumulation, distribution and protection that work in today’s 21st Century environment.

If you’re in the market for wealth management and financial advice, knowing where to begin can seem overwhelming.

• At The Colquette Group, your wealth adviser is a local individual, not a corporation. Cory Colquette was born, raised and currently resides in Chattanooga, TN. He understands your background and the challenges you face daily.

• Cory Colquette is a CPA. Very few wealth advisers have an accounting background, and one of the greatest perks of having a CPA for a financial adviser comes at tax season. Cory will do your taxes at no extra charge to you*. He knows the system, and he always has your best interest at heart.

• In addition to being a CPA, Cory is also licensed in life and health insurance in the state of Tennessee. He knows what insurance will serve you best whether you are a first-time parent or a year or two away from retirement.

• The Colquette Group is a small business with big ties. You will receive the best individualized care there is with the wealth of knowledge and power that come from Cory’s partnership at a Registered Investment Advisor firm in Chattanooga as well and his affiliation with Atlanta’s Wealth and Pension Services Group.

• Cory knows that time is your most valuable asset. With his patented Infinite Reserve Strategy, your financial situation is stream-lined, and you can manage your own finances in a clear and concise manner, but whenever you need personalized guidance, you’ll know that expert advise is only a phone call away. Schedule a call online now! https://meetme.so/CoryColquette

423-702-4052 [email protected] 6918 Shallowford Rd, Suite 205 Chattanooga, TN 37421 www.colquettegroup.com

*Complimentary tax services are for wealth management clients who have at least $500,000 in investment assets under management or the equivalent.

Disclaimer: The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Advisory Services offered through Wealth & Pension Services Group, Inc. Form ADV and ADV II are available upon request.