Products & Services

Nicole Cole Financial Services Group know that having a plan helps to reduce your uncertainty and address your concerns for the future. Knowing you have identified your financial goals and understand the path to pursuing them provides a sense of confidence. Having a qualified advisor who has that...

Digital Investing Guided Wealth Portfolios is our digital investing solution that allows you to invest online with a low starting minimum and low-cost, exchange-traded funds (ETFs) while working with a personal financial advisor. Whereas other, similar solutions, called “robo advisors,” often...

Financial Goal Planning Our Emerging Investor (EI) package is designed to jump-start your financial goal plan and establish a foundation for seeking to build and protect your money. The initial one-year EI subscription includes: Goal-based plan development (emergency savings, retirement) Cashflow...

Late Stage College Investor If you have a student in the grades 8 to 12 and need support in saving for college expenses, specifically through 529 plans or other investment assets, we can help you develop a financial goal plan centered around the out-of-pocket costs for your student's education...