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Barbara L. Cole, CFP®

Cole Insurance & Fin. Services

675 Placentia Ave
Suite 250
Brea, CA 92821
Phone: (714) 255-5160
Fax: (714) 255-5162

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Household Income Minimum: $150,000
Investable Asset Minimum: $100,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care

 

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