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Products and Services

At J.W. Cole, our success is directly connected to the committed relationships we have developed with our Advisors, who share our values and enthusiasm for unprecedented client service. We understand their need for the freedom to be more flexible when it comes to customizing investment plans and making choices that are right for their clients.  We have a non-proprietary approach to products and services, which allows our Advisors to truly be independent and unbiased.

Products

Here are some of the primary products a J.W. Cole Investment Professional can choose freely from that will support your interests:

  • Mutual Funds
  • Exchange Traded Funds
  • Individual Equities & Fixed Income Products
  • Money Managers & Third Party Platform Programs
  • Real Estate Investment Trusts
  • Variable Annuities
  • Fixed & Index Annuities
  • Life Insurance
  • Long-Term Care

 

Services

J.W. Cole Financial offers Advisors and their clients' access to a complete and comprehensive package of financial services including:

  • Financial Planning
  • Asset Allocation Modeling
  • Portfolio Review and Performance Evaluation
  • Estate Planning
  • Trust Administration
  • Data Aggregation & Reporting
  • Special Needs Planning

 

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