Cole Insurance & Financial Service

At Cole Insurance & Financial Services, we are dedicated to helping our clients achieve their insurance and financial goals through detailed analysis of their financial needs and objectives. Our 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.

Our Services

As a trained financial professional, Barbara Cole, the owner and founder of Cole Insurance & Financial Services, is committed to providing exceptional service to her clients. She offers a range of services, including advanced planning, business solutions, and resources to help clients achieve their financial objectives. Whether you're looking to fund your children's college education, protect your family during your working years, or guarantee your own retirement income security, Barbara can help you determine what you'd like to achieve financially and then map out a strategy that will help you meet those goals.

Our Expertise

Barbara Cole is a certified financial planner (CFP), certified in long-term care (CLTC), and a chartered life underwriter (CLU). She is also an Investment Adviser Representative with Eagle Strategies LLC, a Registered Investment Adviser. Her professional affiliations include memberships and executive positions in the Society of Financial Services Professionals, NAIFA, and the Financial Planning Association.

Our Resources

Our website provides a range of resources, including calculators, articles, and videos, to help you better understand your financial situation and make informed decisions about your financial future. Whether you're looking for information on budgeting, saving for college, or planning for retirement, we have the tools and expertise to help you achieve your goals.

Planning for Your Future

At Cole Insurance & Financial Services, we understand that planning for your financial future can be intimidating. But with our expertise and resources, you don't have to do it alone. Let us help you identify your financial needs and determine which insurance and financial products can best help you meet your objectives. Contact us today to schedule a meeting and take the first step towards achieving your financial goals.