An Independent Perspective
At John Coloso Investments, we understand that your individual financial situation is unique and deserves a dedicated approach designed to help put you on track to attempt to reach your financial goals.
John Coloso Investments is an independently owned, full service firm with more than 30 years of dedicated personalized service to our clients. Our affiliation with First Allied family of companies provides us the autonomy and opportunity to do what we believe is right for our clients. It's this independent approach that we believe builds trust in client relationships.
First Allied is a financial services firm that provides its network of independent financial advisors with brokerage, advisory, insurance, investment management and retirement consulting services. First Allied Securities, Inc. is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).
At First Allied, we have no obligation to sell proprietary products of services, so we can be openly selective in offering only solutions that we deem best suited to meet your financial objectives and goals. We can provide you with access to invest in the world's financial markets, as well as a variety of other complementary services that are often necessary to create comprehensive financial plans.
This is the objectivity afforded by working with an independent financial consultant. We offer you timely, unbiased investment and financial planning advice, and promise to do so with the highest level of integrity and service. We pledge to place your interests and concerns first, and we're eager to help you identify and potentially reach your goals.