Your LPL Financial Advisor in Dacula, GA
Calder and Colegrove Investment Group is Dacula Georgia's premier financial planning firm servicing the local area and 17 other states. When you choose Calder and Colegrove, you get personalized service, objective planning, educational tools and strategies that'll help you meet your retirement and financial goals.
Calder and Colegrove provide financial planning, retirement planning and insurance services to individuals, families and businesses of all sizes. No matter what stage of life you're in, we look at each specific situation and your personal goals to develop a plan that's suitable for you.
Who We Are
Calder and Colegrove has a holistic, family oriented and realistic approach to financial and retirement planning.
James Calder has been an LPL Financial Advisor since 1994 and has served in many roles and earned various designations including LPL Branch Manager, Accredited Investment Fiduciary (AIF®), and Graduate Estate Planning Consultant (GEPC®). He is also a member of the Gwinnett County Chamber of Commerce, CEO Roundtable, BBB, and is a member of the Certified Financial Planning Association.
Dr. John Colegrove is an LPL Financial Advisor and a Retirement Income Specialist focusing on education and teaching people the strategies that they need to work toward financial success before and during retirement.
What We Do
At Calder and Colegrove we don't just tell you what you need to do to work toward meeting your retirement and financial goals; we show you how to get started. We provide you with the tools, the know-how and the education you need in order to make informed and sound choices for your current financial and retirement situation and your future. Every person, family and business is unique and requires individual focus to develop the right path toward success.
Calder and Colegrove will develop an individualized plan based on your unique needs to help you with:
• Retirement Planning
• Financial Planning
• Long Term Care Insurance
• 401k and 401k Rollovers
• Life Insurance & Long Term Care Insurance
• Annuities and Mutual Funds
When’s The Right Time To Start?
It’s never too late or too soon to start planning for retirement or to live a healthy financial life. Whether you're in the workforce, near retirement, or anywhere in between, Calder and Colegrove will utilize years of experience, dedication and knowledge to help you pursue your goals.
Contact Calder and Colegrove today for your consultation to get started!
