Financial Planning

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.

Products

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.

Mutual Funds

Our representatives have access to thousands of mutual funds that cover a wide spectrum of investment
objectives.

Variable Insurance

We have partnered with many high rated insurance carriers.

Traditional Insurance

We have also partnered with many high rated traditional insurance companies.

Fixed Income

J.W. Cole Financial has a fixed income trade desk and access to a wide selection of fixed income products.