Edward Jones - Cole Drum
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Cole D.
You have specific financial objectives in mind - planning for retirement, creating a college savings strategy, perhaps opening your own business. We have the comprehensive suite of investment products and services you need to turn your goals into reality. Partnering together, we can build a diversified portfolio from a broad universe of quality investments, including stocks, bonds, mutual funds and ETFs, while our insurance and annuity products can help to protect your financial future. And if you have specific wealth strategies, trust management or business ownership needs, our convenient financial services offer the professional administration options you're looking for.
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Davud B.Pflugerville, TX23Nov 13, 2023First to ReviewCole is professional, competent, honest, caring, and has excellent communication and follow-through systems and skills. One of his best attributes as a financial planner is to actively think of ways his clients may continue to benefit such as tax-harvesting, different types of qualified investment vehicles, and changing markets. I have used Cole for several years and have referred others to him based on my experience and confidence in the type of person and professional that he is on a daily basis.
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