Cole Insurance & Financial Service
Cole Insurance & Financial Services, located in Brea, CA, is a reputable firm founded by Barbara L. Cole. As an Investment Adviser Representative with Eagle Strategies LLC, Barbara is dedicated to assisting clients in achieving their insurance and financial goals through meticulous analysis of their needs and objectives.
With a solid client base of business owners, retirees, and affluent individuals, Cole Insurance & Financial Services is known for its outstanding service and commitment to excellence. Barbara's professional designations, including CFP, CLTC, and CLU, along with her memberships in esteemed financial organizations, demonstrate her expertise and dedication to providing clients with professional recommendations and technical assistance to help them reach their financial goals.
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