COLE FINANCIAL GROUP
989-892-5055   *Fax 989-892-2658  *(800) 700-1670
509 Center Ave, Suite 102
Bay City, Michigan  48708

Offering The Following Products And Services: 

RETIREMENT PLANNING

ESTATE PLANNING

EDUCATION PLANNING

  • IRAs

  • 401k Plans

  • Pension

  • Profit Sharing Plans

  • SEPs and Simple Plans

  • Insurance Needs Analysis

  • Business Ownership Succession Plans

  • Charitable Remainder Trusts

  • 529 Plans

  • Coverdell Education IRAs

 

 

INSURANCE

INVESTMENTS

  • Fixed & Variable Life Insurance

  • Disability Insurance

  • Long Term Care

  • Fixed & Variable Annuities

  • Mutual Funds

  • Stocks & Bonds

 

Jerry L. Cole, MBA

989-892-5055
jerry@colefinancial.net

Jerry L. Cole, Registered Representative
Investment and insurance products distributed by         Genworth Financial Securities Corp., Member NASD/SIPC and a licensed insurance agency (dba Genworth Financial Securities and Insurance Services in CA):Cole Financial Group is not affiliated with Genworth Financial Securities Corp.