Our Firm
Our Approach
A Team Working
Towards Your Goals
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. At Coyer Financial Group, we take a proactive approach to helping you develop a strategy to address your financial goals and objectives, aiming to use the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
Why Choose Us
How We're Different
A Team That’s Always There For You
Partners Through all of Life’s Chapters
Keeping the Focus on What Matters Most
Meet The Team
Your Partners In
Pursuing Financial Success
Chris Coyer, CFPA®
LPL Investment Advisor Representative
Christopher Richard Coyer is a seasoned LPL Investment Advisor Representative with a strong track record of delivering strategic financial guidance to individuals, families, and institutions. He was born and raised in Oswego, New York...
James Polonsky
Vice President & Financial Advisor
James Polonsky is Vice President and Financial Advisor at Coyer Financial Group, where his background includes over 35 years of experience in helping individuals, families, and business owners navigate the complexities of financial...
Gregory Barson
LPL Investment Advisor Representative
Greg Barson is a seasoned Investment Advisor Representative with LPL Financial, one of the nation’s leading independent broker-dealers. With over 25 years of experience in the financial services industry, Greg combines deep expertise...
Alex Bonilla
LPL Investment Advisor Representative
José Alexander Bonilla, better known as Alex Bonilla is a dedicated LPL Investment Advisor Representative with a passion for helping clients work toward achieving long-term financial success through strategic investment planning. Born in...
Chuck Simons, ChFC®
LPL Investment Advisor Representative
Valerie Wells
Client Relationship Manager
Download our Free Social Security Ebook!
Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help.
This Ebook has the tools you need to get started developing your Social Security strategy.