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.

 

CLIENT PORTFOLIO PORTAL

 

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

-anonymous