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

Phone:

(817) 503-1997

Fax:

(817) 514-4088

E-mail:

mark@wakeleyfinancial.com

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

Newsletters

Small Business: Coping with the End of De Minimis Imports

Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.

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What Happens to Your Time Horizon at Retirement?

Explores how investment strategy changes once retirement begins.

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A Critical Combo: Life Insurance with Long-Term Care Benefits

Explains hybrid life+LTC policies that can provide care benefits or a death benefit.

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Are You Prepared for the High Cost of Dying?

Describes financial burdens associated with end-of-life care and funerals.

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Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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