My mission is to recognizing the importance of well-informed investors. I make every effort to educate all clients about the complexities of investing, while encouraging reasonable expectations of the investment process.
I am dedicated to the success of my clients through quality planning and thoughtful advice. I assist clients in mapping action plans designed so they may reach their financial goals. I focus on each client's complete financial picture, from planning for retirement to passing assets on to heirs.
About National Financial
National Financial, a Fidelity Investments company and the second largest provider of clearing and custody services to approximately 300 client firms representing over $465 billion in assets under administration (as of Dec. 31, 2010), offers firms access to a comprehensive clearing platform, inclusive of a dedicated service model, a powerful global trading platform, and a source of leading investment solutions, all designed to help them grow confidently. National Financial’s comprehensive offering enables it to serve broker-dealers of various types and sizes that can serve your evolving needs. In addition to being a leading clearing provider in the U.S. for nearly 30 years, National Financial leverages the strength and experience of Fidelity Investments, one of the world’s largest providers of financial services. For more information about National Financial, please visit www.nationalfinancial.com.
About J.W. Cole
J.W. Cole Financial, Inc., Member FINRA /SIPC is a full service independent broker/dealer offering a wide array of general securities, investment products, and insurance services.