Our Company

• Wakeley Financial Services was established in 1969 as a family business and continues to be family owned and operated today.
   
• Here at Wakeley Financial Services, we take the complicated financial aspects of our clients and simplify them with a common sense approach to addressing our clients goals and concerns.
   
• At Wakeley Financial Services, we believe that you deserve a level of personal service that is second to none. We aim to provide you with the highest level of personal service and professional skills.
   
• We have chosen the approach of being your financial ‘hub’ offering ourselves as a single point of reference on all aspects of financial planning* and wealth management.
   
• We help you pursue your financial objectives with integrity, competence and balancing your personal circumstances and goals with the current economic environment.
   
• We build lasting relationships and hope to give a sense of stability in this volatile economy.
   

“It’s not what you make, it's what you keep.”

 ~Travis D. Wakeley, founder