J.W. Cole Financial is Executive and Estate Planners' II broker/dealer. We provide services that allow you to plan for all of life's big moments. From college to retirement, buying a home or providing financial security for the long term, we can assist you. Our services include: commons and preferred stocks, corporate bonds, mutual funds, life insurance and annuities, qualified retirement plans, and more.
As an independent Broker/Dealer, J.W. Cole Financial, Inc. has no ties to any particular mutual fund companies,
insurance products, securities, or proprietary investments. This allows our staff to work strictly from the client's needs using a wide array of invesment products.
Our representatives have access to thousands of mutual funds that cover a wide spectrum of investment
We have partnered with many high rated insurance carriers.
We have also partnered with many high rated traditional insurance companies.
J.W. Cole Financial has a fixed income trade desk and access to a wide selection of fixed income products.