Family of four walking on the beach at sunset
Headshot of Barbara L. Cole
Headshot of Barbara Cole

Cole Insurance & Financial Services


Barbara L. Cole is the owner and founder of Cole Insurance & Financial Services1 in Brea, California and an Investment Adviser Representative with Eagle Strategies LLC, a Registered Investment Adviser. She is dedicated to helping clients achieve their insurance and financial goals through detailed analysis of their financial needs and objectives.

The firm's outstanding service and commitment to excellence have built a solid client base of business owners, retirees and affluent individuals, largely through referrals from satisfied clients and other financial professionals. Barbara values openness and honesty and displays these qualities with her clients, giving them the professional recommendations and technical assistance needed to help them achieve their goals.

Barbara has earned the professional designations of CFP®, CLTC (Certified in Long-Term Care) and  CLU® (Chartered Life Underwriter). Her professional affiliations include memberships and executive positions in the Society of Financial Services Professionals, NAIFA, and the Financial Planning Association.

As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children's college education, protect your family during your working years, or guarantee your own retirement income security. These things won't happen by accident. It's important to determine what you'd like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it's never too late to start.

Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. As a a trained financial professional, I can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.

Please use my website as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest.

1Cole Insurance & Financial Services is not owned or operated by Eagle Strategies or its affiliates.

Articles

Disclosure

Barbara Cole is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0725625), CO, FL, MI, MT, NV, OR, SD, and WA. No insurance business may be conducted outside the states referenced.

Barbara Cole is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 2400 E Katella Ave Ste 800, Anaheim, CA, 92806, 714-801-8680. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, IN, MI, MT, NC, NV, NY, OR, SD, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Barbara Cole is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, CO, FL, IN, MI, MT, NC, NV, NY, OR, SD, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

COLE INSURANCE & FINANCIAL SERVICES is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither COLE INSURANCE & FINANCIAL SERVICES nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​