Specialties

We are a family-owned financial planning practice, specializing in Social Security and Retirement Income Planning.

History

Established in 2001.

John Colegrove entered the financial planning profession in the aftermath of September 11th, 2001. For the entire country, this was a challenging time to say the least. But operating as a financial advisor since 2001, has shaped John Colegrove's investment advice. Although he matches his investment recommendations to the various risk tolerances of his clients, John Colegrove considers himself a conservative advisor and believes that retiring debt-free with reasonable retirement income needs is more important than the best-laid investment plan. Interestingly, John Colegrove was a professional musician and educator prior to his career in financial planning. And as such, he has a unique ability to listen and teach in manner that facilitates learning and knowledge with his clients.

Meet the Business Owner: John C.

John Colegrove is in his 12th year in the financial planning profession. He is a proud small businessman and has owned his practice since 2001. John Colegrove is a Financial Advisor and Registered Principal through LPL Financial. He holds a doctorate from UNC Greensboro, a Masters from the University of Notre Dame, and a Bachelors from the University of Georgia. Securities and Advisory Services offered through LPL Financial, A Registered Investment Advisor, Member SIPC www.sipc.org Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit www.JohnColegrove.com