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
06/19/2026
This Juneteenth, take time to honor history, celebrate progress and support one another.
06/11/2026
Between vacations, camps, and all the little extras that come with summer, it's easy to lose track of where the money is going—especially when you're the only one keeping an eye on it.
I came across this genuinely useful roundup of the best budgeting apps for families. It breaks down which ones let multiple people share access, set goals together, and keep kids in the loop too.
Worth a read if summer expenses are starting to feel like a lot to manage:
https://bit.ly/4aJWsfo
And if it gets you thinking about your bigger financial picture, send me a message. I'm always happy to talk.
Article is for informational purposes only. New York Life does not endorse any specific app.
06/08/2026
Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!
06/01/2026
05/28/2026
Debt relief can feel like the answer when bills are piling up, but it comes with a cost. Depending on the route you take, your credit score could drop significantly. This article from CNBC breaks down what each option actually does to your credit and how long the damage lasts:
https://cnb.cx/4wW0KKi
Do you know someone who would like to work with a Financial Professional on their financial goals? I'd love to connect and talk through how I can support them.
The article is provided for informational purposes only. Any actions you take regarding debt repayment and credit cards are made at your own discretion. Paying off debt, opening or closing credit cards, or changing your credit utilization may impact your credit score and profile. There is no guarantee of specific outcomes related to credit score changes.
05/25/2026
This Memorial Day, we pause to remember and honor the men and women who gave their lives in service to our country.
We are grateful for their sacrifice and hold their families in our thoughts today.
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675 Placentia Avenue, Ste 250
Brea, CA
92821