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THE J.W. COLE FINANCIAL ADVISOR DIFFERENCE
PERSONALIZED CLIENT FOCUS
J.W. Cole Financial has built a team of like-minded, financial professionals whose efforts are focused solely around providing a personalized and clear path for their clients to achieve financial success. These Investment Professionals come to J.W. Cole from all over the United States, with varying backgrounds and expertise; however, they have one common thread that links them all… Clients Come First.
INDEPENDENT & CUSTOMIZED FINANCIAL SOLUTIONS
In differentiating Investment Professionals, it is important to determine who they answers to. Is it to their clients or their firm? Many financial companies offer firm owned products, such as mutual funds, annuities and/or managed money platforms. Often times, they are paid more on those products or have bonuses based on the use of those products. Inevitably, it is easy for their interests to be more in line with their firm, than providing the client with the best solution possible.
J.W. Cole Financial has no company owned or proprietary products or services. With no added financial interest tied to providing one product over the other, the J.W. Cole Financial investment product universe is larger and remains strictly objective to tailor a customized financial solution that is in the clients best interest, not that of the company. J.W. Cole Investment Professionals enjoy the freedom and flexibility to create a practice that best suits the unique circumstances and objectives of their clients. Because of this, they are free to present only the best and most appropriate investments for your life–stage and needs.
HOLISTIC LIFE PLANNING
Working with a J.W. Cole Investment Professional is much more than selecting the best investment product in order to achieve an optimum market return. Whether it’s Risk Management through the use of our many insurance products, such as annuities, life insurance or long-term care; or advanced Estate Planning needs that require Trusts or tax efficient investment products, our team of Investment Professionals have the knowledge required to create a customized plan of action that will encompass the holistic needs of you and your family’s financial future.
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