The Colquette Group company information, Employees & Contact Information

If you’re in the market for wealth management and financial advise, knowing where to begin can seem overwhelming. There are so many big businesses who may not provide the personalized care that you require, and there are also individuals out there claiming to be “wealth advisers” who may not know what they’re talking about. Here’s why you can trust The Colquette Group with your finances - • At The Colquette Group, your wealth adviser is a local individual not a corporation. Cory Colquette was born, raised and currently resides right outside Chattanooga, TN. He understands your background and the challenges you face daily. • Cory Colquette is a CPA. Very few wealth advisers have an accounting background, and one of the greatest perks of having a CPA for a financial adviser comes at tax season. Cory will do your taxes at no extra charge to you. He knows the system, and he always has your best interest at heart. • In addition to being a CPA, Cory is also licensed in life and health insurance in the state of Tennessee. He knows what insurance will serve you best whether your a first-time parent or a year or two away from retirement. • The Colquette Group is a small business with big ties. You will receive the best individualized care there is with the wealth of knowledge and power that come from Cory’s partnership at a Registered Investment Advisor firm in Chattanooga as well and his affiliation with Atlanta’s Wealth and Pension Services Group. • Cory knows that time is your most valuable asset. With his patented Infinite Reserve Strategy, your financial situation is stream-lined, and you can manage your own finances in a clear and concise manner, but whenever you need personalized guidance, you’ll know that expert advise is only a phone call away. 423-702-4052 cory@colquettegroup.com 6918 Shallowford Rd, Suite 205 Chattanooga, TN 37421 www.colquettegroup.com Disclosure: The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Securities Offered by Triad Advisors, Inc. Member FINRA/SIPC. Advisory Services offered through Wealth & Pension Services Group, Inc. Triad Advisors and Wealth & Pension Services Group are not affiliated entities. Form ADV and ADV II are available upon request.