Purse Strings Approved Professionals

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J Michael Cole
Business Advisor Divorce Financial Analyst Financial Advisor
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J. Michael Cole, CFP®, CDFA®

Financial Advisor and Small Business Advisor, Cole Wealth Management | Northwestern Mutual
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Budgeting, Disability insurance, Employee 401K Programs, Employee Benefits, Employee Pension Plans, Investing, Life Insurance, Long-Term Care
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Purse Strings is not a client of this financial professional or the financial professional’s Registered Investment Advisor firm. Purse Strings receives compensation from this financial Read more...
SPECIALTIES.
  • Business Planning
  • Business Succession Planning
  • Divorce
  • Family Legacy Planning
  • Financial Planning
  • IRA
  • Personal Cash Flow Analysis
  • Retirement planning
  • Special Needs Planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
201 Sigma Drive, Suite 100
Summerville
South Carolina
29486
United States
SERVING:
All 50 States
Virtual Appointments Available