Cole McGlothlin - Financial Advisor - Edward Jones
Financial Service
Why pick this one
Cole McGlothlin specializes in LGBTQ+ Finances and is a Chartered Financial Consultant® (ChFC®) at Edward Jones.
Best for
- clients seeking personalized financial advice
- LGBTQ+ community financial planning
- business owners planning for retirement
Look elsewhere if
- clients with less than $1,000,000 to invest
- individuals seeking generalized financial advice without specific focus areas
Specialties
- LGBTQ+ Finances
- Wealth Strategies
- Business Retirement Plans
- Intergenerational Planning
- Financial guidance for Entrepreneurs & Business Owners
Certifications
- ChFC®
- AAMS®
- SE-AWMA®
What makes them different
- Accepting clients with a minimum investment of $1,000,000
- Specializes in LGBTQ+ Finances
- Focus on Business Retirement Plans
- Serves
- Cary
Distilled from this business's own website.
Contact & Location
- Address
- 1151 SE Cary Pkwy, Cary, NC 27518-7418
- Phone
- +19198169060
- Website
- http://www.edwardjones.com/cole-mcglothlin/
- cole.mcglothlin@edwardjones.com
Services
- financial advisory services