Cole & Company, Inc. is a financial services firm located in Orange, California; offering services designed to help clients grow and preserve assets for generations.

The goal of Cole & Company, Inc. is to serve as the personal CFO for our clients. Daryl Cole believes the role of the financial advisor is to work with clients to define their goals and values; and then collaborate with other professionals, such as CPA's, fiduciaries, and attorneys to work together on behalf of the client to effectively achieve their goals.




"A referral is a huge responsibility. It is also the highest compliment a client can give you and should not be taken lightly."