Barbara L. Cole is the owner and founder of Cole Insurance & Financial Services1 in Brea, California and an Investment Adviser Representative with Eagle Strategies LLC, a Registered Investment Adviser. She is dedicated to helping clients achieve their insurance and financial goals through detailed analysis of their financial needs and objectives.
The firm's outstanding service and commitment to excellence have built a solid client base of business owners, retirees and affluent individuals, largely through referrals from satisfied clients and other financial professionals.Barbara values openness and honesty and displays these qualities with her clients, giving them the professional recommendations and technical assistance needed to help them achieve their goals.
Barbara has earned the professional designations of CFP, CLTC (Certified in Long-Term Care) and CLU (Chartered Life Underwriter). Her professional affiliations include memberships and executive positions in the Society of Financial Services Professionals, NAIFA, and the Financial Planning Association.
The firm's outstanding service and commitment to excellence have built a solid client base of business owners, retirees and affluent individuals, largely through referrals from satisfied clients and other financial professionals.Barbara values openness and honesty and displays these qualities with her clients, giving them the professional recommendations and technical assistance needed to help them achieve their goals.
Barbara has earned the professional designations of CFP, CLTC (Certified in Long-Term Care) and CLU (Chartered Life Underwriter). Her professional affiliations include memberships and executive positions in the Society of Financial Services Professionals, NAIFA, and the Financial Planning Association.
Services
One of the best things about working for Cole Insurance & Financial Services is being able to offer real-world solutions to people who have a genuine need.
We think of ourselves as a trusted resource: professionals who will see you through life's most difficult moments and help you prepare for the opportunities ahead.
If you're looking for someone who promises you the world or shoots for the moon, you're in the wrong place.
At Cole Insurance & Financial Services, we take a measured, thoughtful approach-one that is grounded in reality and gives you the best chance of meeting your financial goals and objectives.
We think of ourselves as a trusted resource: professionals who will see you through life's most difficult moments and help you prepare for the opportunities ahead.
If you're looking for someone who promises you the world or shoots for the moon, you're in the wrong place.
At Cole Insurance & Financial Services, we take a measured, thoughtful approach-one that is grounded in reality and gives you the best chance of meeting your financial goals and objectives.
We don't believe in a "one-size-fits-all" approach.
Instead, we work with you to create a strategy that's based on your individual needs and objectives.
Let's talk: That's how it all begins-with a simple conversation.
Let's get together at your convenience, maybe over coffee, and see if working together makes sense for both parties.
Be open and honest: We'll try our best to anticipate your needs, but will never assume anything.
That's why it's so important to be as candid as possible when discussing your goals.
Instead, we work with you to create a strategy that's based on your individual needs and objectives.
Let's talk: That's how it all begins-with a simple conversation.
Let's get together at your convenience, maybe over coffee, and see if working together makes sense for both parties.
Be open and honest: We'll try our best to anticipate your needs, but will never assume anything.
That's why it's so important to be as candid as possible when discussing your goals.
Helping you keep up the good work.
Managing expenses, empowering employees, keeping it all going and still having time for all other important things - running your own business takes more than hard work.
It takes insight, planning, and the ability to call on the right resources every step of the way.
You have worked hard to get where you are today.
A variety of events can occur that could quickly threaten the success and stability of a business.
From your business to your family, We can help you gain peace of mind.
Managing expenses, empowering employees, keeping it all going and still having time for all other important things - running your own business takes more than hard work.
It takes insight, planning, and the ability to call on the right resources every step of the way.
You have worked hard to get where you are today.
A variety of events can occur that could quickly threaten the success and stability of a business.
From your business to your family, We can help you gain peace of mind.
We have access to the Advanced Planning Group - a premier planning team at New York Life Insurance Company with experience in law, accounting, insurance and business planning.
Our access to these resources allows us to bring experience, value and insight to assist you with your business and estate planning needs.
To learn more about the services we can offer you through our access to this resource, please visit the Advanced Planning Group web site.
Neither New York Life nor we provide legal or tax advice, but we are happy to refer you to some of our trusted partners who do offer those services.
Our access to these resources allows us to bring experience, value and insight to assist you with your business and estate planning needs.
To learn more about the services we can offer you through our access to this resource, please visit the Advanced Planning Group web site.
Neither New York Life nor we provide legal or tax advice, but we are happy to refer you to some of our trusted partners who do offer those services.
Life Insurance: A life insurance policy is an effective way to protect your family's lifestyle and future, and we offer several different types of life insurance that can be tailored to your unique needs.
Some provide temporary protection for shorter-term needs, while others are best for long-term or permanent protection.
Permanent life insurance policies can even provide a cash value that may grow tax-deferred over time.
Your cash value can be accessed to help supplement your retirement income when your protection needs decrease later in life, or for any other major life need such as paying for a child's college expenses.*
Some provide temporary protection for shorter-term needs, while others are best for long-term or permanent protection.
Permanent life insurance policies can even provide a cash value that may grow tax-deferred over time.
Your cash value can be accessed to help supplement your retirement income when your protection needs decrease later in life, or for any other major life need such as paying for a child's college expenses.*
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