Financial Planning

Downey Financial Group

 From Our Family to Yours

OUR SERVICES

 Life Insurance

If you unexpectedly pass away, will your family have the resources to cover your funeral expenses or debts? Downey Financial Group is here to help. Don’t leave your family vulnerable to financial hardship.

Individual Investing

At some point investors may want to venture outside of "traditional" products and purchase individual stocks, have professional managed accounts, or seek out investments into specific industries.

Retirement Planning

Retirement has a way of sneaking up on you. Don't get caught without a plan. At Downey Financial Group, we're here to make sure you have the best plan in place.

Business Planning

As business owners ourselves we understand the intricacies that arise and are adept at helping you navigate all of the financial possibilities.

College Savings

Consider a 529 College Savings Plan to assist in the ever-increasing tuition prices.

 
 

OUR TEAM

Downey Financial Group, led by Financial Planner Charlie Downey, is committed to improving your quality of life and protecting what you care about; family, business, retirement and legacy.  We provide the solutions to your financial situations no matter where you are. 

Charles Downey, CIC, MBA, President

cdowney@cfiemail.com

508-970-3380 (d)

508-864-3159 (c)

www.linkedin.com/in/charliedowney

John Dolan
Financial Planner

Jdolan@cfiemail.com

508-485-0130 (d)
 

Need more details? Contact us today.

We provide the solutions to your financial situations.

 
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