jColeFinancial.com
About jColeFinancial.com
A full service independent fee-only investment advisory firm providing portfolio management and financial planning services. Custody of securities through Charles Schwab Insitutional. Managing financial affairs for individuals, families, small businesses, non-profits, endowments. Certified Financial Planner is the standard for advisor with adherence to ethics foremost. Belief in integrity, client comes first. Investments are not created nor sold- all investing on a no load basis.
