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6110 Colleyville Blvd. Ste., 114
Colleyville, TX 76034

Phone:

(817) 503-1997

Fax:

(817) 514-4088

E-mail:

Welcome to Wakeley Financial Services, a comprehensive financial consulting firm that combines personal relationships with a broad variety of financial services to help our clients meet their long term needs.

As financial professionals, we can:

  • Help you clarify and define your goals

  • Recommend solutions that fit your needs
  • Deliver timely information

  • Explain how changing financial conditions affect you
  • Monitor your financial progress
  • Make investment planning easier*

Feel free to refer this site to friends, family, or co-workers. As expansive as this website is, there is still no substitute for communicating by phone or in person.
If you have any questions, please call us at (817) 503-1997 or e-mail us at contact@wakeleyfinancial.com. We will be happy to help. We look forward to talking with you.

Professional portrait of three smiling team members

*These services are offered by Mark Wakeley through Cerity Partners LLC, a SEC Registered Investment Advisor

Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.

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Details rising rates, restricted coverage, and insurers exiting high-risk areas.

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Recent action by the FTC highlights potential for abuse by online data brokers. Offers tips that might help consumers keep their private data private.

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Taking this quiz may help increase understanding of estate planning.

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How much Disability Income Insurance do you need?

This calculator can help you determine whether you should consider converting to a Roth IRA.

Use this calculator to determine whether you qualify for the different types of IRAs.

How much life insurance would you need to produce a sufficient income stream for your family?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck