Calder & Colegrove Investment Group (CCIG) is a family-owned financial planning practice located in beautiful Suwanee, Georgia. Founded by James Calder (JC) in 1996, CCIG empowers clients to strike-out debt, build wealth and develop a legacy for their family and community. CCIG and our financial advisors cater to families and small businesses and is also honored to serve as financial planners for several hundred of our friends at Georgia Power.
Dr. John Colegrove was recruited into the business by JC and joined the firm in 2001. Aware of the trials and high failure rate of earning a successful career in financial planning, JC encouraged Dr. John to build his own book of business, which he accomplished. And as such, JC and Dr. John began the process of developing a long-term succession plan. That succession plan was realized in 2015. Dr. John took on the role of CEO and JC continued to serve as a trusted mentor and financial advisor.
Contact us today and speak to an expert financial advisor, who can help you secure a sound financial future!
1996: CCIG Founded
JC was frequently recognized by LPL Financial as a top producer, earning Director’s Club recognition
2001: Dr. John begins
Dr. John brings a unique tool-set to financial planning as a result of his education and training as a teacher.
The transition of CCIG was 14 years in the making. Dr. John becomes CEO. JC remains a financial planner.
2018: Ranked No. 9
Bulldog 100 recognizes the fastest-growing businesses owned or operated by UGA alumni each year. CCIG was ranked No. 9 in 2018.