Cole Insurance & Financial Services

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United States
Brea, CA
Cole Insurance & Financial Services

Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am not licensed in all jurisdictions.

Cole Insurance & Financial Services provides quality financial strategies and offers insurance and financial products and services, as well as employee benefits services to businesses and individuals. I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care

and lifetime income strategies. In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

2400 E Katella Ave., Suite 800, Anaheim, CA 92806 Office: (714)622-5651 Cell: (714)801-8680

My California Insurance license number is 0725625

Neither Cole Insurance & Financial Services nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Cole Insurance & Financial Services is not owned or operated by New York Life Insurance Company or its affiliates.

08/17/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

08/13/2026

There's more financial advice out there for young people than ever—and somehow, that's making things harder, not easier. Trends like ""girl math"" and ""no-spend"" months turn budgeting into a game or a punishment, when what most young people actually need is a plan.
I'm sharing an article that gets into why all this noise is landing the way it is—and what actually helps cut through it.
https://bit.ly/4gvRGFC
Whether you’re thinking about how to build a stronger financial foundation for you or someone you care about, reach out. I’m always here to talk.

07/30/2026

Many people assume the worst about the future of Social Security, and the concern is valid. But the full picture is more complicated than “it’s running out.”
This piece from Yahoo Finance breaks down what’s actually happening and what it could mean for your retirement:
https://yhoo.it/4ftS2MD
If it gets you thinking about your own situation, I’d love to connect about financial strategies to help you meet your retirement goals.

07/21/2026

Inflation fatigue is real—and it goes deeper than the price of groceries. It’s the exhaustion that sets in when you’ve been managing rising costs for so long that even thinking about it feels like too much.
This piece from NerdWallet names what so many people are feeling right now, and offers some realistic ways to make things a little easier:
https://bit.ly/45fg9bP
If it resonates, I’d love to connect on how the current environment is impacting your financial goals and strategies.

Address

675 Placentia Avenue, Ste 250
Brea, CA
92821

Website

http://www.thecolegroup.net/

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