Cole Financial Planning and Wealth Management Email Formats

Financial Services • Trussville, Alabama, United States • 1-10 Employees

Cole Financial Planning and Wealth Management Email Formats

Cole Financial Planning and Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@colefp.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@colefp.com	100%

Key Contact at Cole Financial Planning and Wealth Management

Scott Cole

Founder, Principal and President

Company overview

Headquarters	Trussville, Alabama, United States
Phone number	+12054775118
Website	colefp.com
NAICS	52
SIC	628
Keywords	Wealth Management, Financial Planning, Investment Management, Small Business Retirement, Financial Education Presenter
Founded	2005
Employees	1-10
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About Cole Financial Planning and Wealth Management

Cole Financial Planning and Wealth Management, Inc. empowers people to reach their financial goals by delivering professional financial planning and investment advice that are in their best interest and without the sale of products. We don't sell products, we offer solutions! Some of the types of people that work really well with Cole Financial Planning include: Pre/Post retirees seeking to move qualified assets from employer plans Young Couples with ability and desire to accumulate assets Professionals needing to delegate financial and investment decisions Single, Divorced and Widowed individuals needing a trusted financial planner to help with their financial affairs. Families with investable assets of $300,000 or more and a desire to grow them Service oriented professionals such as educators, members of the non-profit and religious community People that appreciate the importance of goals People who have a good sense of humor and respect the work and advice of professionals People who have a hopeful, optimistic view of the future And people who enthusiastically share our work with others

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Cole Financial Planning and Wealth Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Cole Financial Planning and Wealth Management has never raised funding before.

Cole Financial Planning and Wealth Management Tech Stack

Discover the technologies and tools that power Cole Financial Planning and Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

reCAPTCHA

Security

jQuery

JavaScript libraries

Stimulus

JavaScript frameworks

HSTS

Security

Google Analytics

Analytics

YouTube

Video players

Google Workspace

Adobe Fonts

Font scripts

Google Hosted Libraries

CDN

Squarespace Commerce

Ecommerce

Google Tag Manager

Tag managers

Frequently asked questions

Cole Financial Planning and Wealth Management is located in Trussville, Alabama, US.

You can reach Cole Financial Planning and Wealth Management at +12054775118.

Cole Financial Planning and Wealth Management was founded in 2005, making it 21 years old. The company has established itself as a significant player in its industry over this time.

Cole Financial Planning and Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Cole Financial Planning and Wealth Management

Scott Cole

Founder, Principal and President

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