Our primary regulator, FINRA, provides numerous investor education materials. One resource is BrokerCheck, which provides information about firms and financial advisors.
Helping You Achieve Personal and Financial Freedom
Full Service Planning
We’ll guide you through the entire planning process without pushing an agenda or product.
Custom Financial Services
- Wealth accumulation strategies
- Retirement transition and income planning
- Open architecture of invetsment solutions – no proprietary products
Estate Planning Services
- Consultative, thorough assistance to ensure you leave your legacy exactly as you wish
- Legal resources for drafting trusts, powers of attorney, and other critical legal documents
- Tax-efficient concepts considered with all recommendations
Business Owner Services
- Business succession planning
- Tax-deferred savings plan
Contact us for a free, no obligation initial consultation:
262-242-0555 or 262-628-1618
For immediate assistance, contact J.W. Cole Financial, Inc. at 813-935-6776
Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA / SIPC. Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA). (Wealth Freedom Advisors LLC) JWC/ JWCA are unaffiliated entities.
Advisors must be properly registered in the state where you live in order to conduct securities related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions.