Colosimo Financial proudly traces its roots to 1959, the year Jim Colosimo founded this highly successful Thunder Bay firm. Jim had a very clear vision and one ahead of its time - to provide clients with exceptional service and expertise in the areas of wealth strategies, investments, and estate planning.
His commitment to this vision and his many years of hard work earned him a superb professional reputation. In 1990, Jim's son Mark joined the firm to carry on this vision and to continue to meet the diverse financial needs of our community. Colosimo Financial's dedicated professionals continue to help our clients realize their dreams and to practice Jim's standards of excellence.
His commitment to this vision and his many years of hard work earned him a superb professional reputation. In 1990, Jim's son Mark joined the firm to carry on this vision and to continue to meet the diverse financial needs of our community. Colosimo Financial's dedicated professionals continue to help our clients realize their dreams and to practice Jim's standards of excellence.
Services
We create retirement plans to protect our clients from low interest rates, market fluctuations, and inflation. Our goal is to help our clients enjoy the retirement of their dreams. We develop plans to help clients build wealth in their lifetime and distribute it upon their passing. We use outside resources and take advantage of tactical positions in the market to help build and strengthen our clients' portfolios.
Outcome oriented investing - we believe investment solutions should be designed to solve client goals/objectives. Investment Discipline - we believe the investment discipline is the most effective counterbalance to the behavioral tendencies of investors.
This strategy aims to provide consistent, sustainable and growing cash flows from Investments while providing potential for capital growth to insure the portfolio continues to keep pace with inflation and the cost of living.As preservation of capital is a key concern for our retired clients, it is the central consideration in our investment approach.
This strategy aims to provide consistent, sustainable and growing cash flows from Investments while providing potential for capital growth to insure the portfolio continues to keep pace with inflation and the cost of living.As preservation of capital is a key concern for our retired clients, it is the central consideration in our investment approach.
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