Coley B. Davis III
President/CEO
Coley has over 25 years of experience in the financial service and retirement planning industry. He holds licenses in the securities, insurance, and real estate industries.
Don't forget to check us out in the January 2018 issue of the San Diego Magazine! Coley was selected for the 4th year in a row as one of San Diego's Top Wealth Managers!
Settling an estate can be a difficult and time-consuming job as there are some specific duties that often fall on an executor.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
How much do you need to save each year to meet your long-term financial goals?
Estimate the future value of your current savings.
Use this calculator to estimate how much income and savings you may need in retirement.
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 24,527.27 | +0.64% |
| Dow Jones Transportation | 9,833.81 | +0.03% |
| Dow Jones Utilities | 753.54 | -0.45% |
| Nasdaq Composite | 7,098.31 | +0.95% |
| NYSE Composite | 11,943.29 | +0.70% |
| AMEX Composite | 2,407.88 | +1.01% |
| PHLX Semiconductor Index | 1,198.90 | +1.47% |
| OSX Oil Service Sector Index | 94.98 | +1.43% |
[ Markets | Charts | Quotes | Portfolio ]
Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.