Cole Wealth Management - Scottsdale, Arizona

Cole Wealth Management is a financial planning firm located in Scottsdale, Arizona. Their address is 9332 E Raintree Dr # 100, Scottsdale, AZ 85260. You can easily contact them by phone at 02756354 or visit their website at colewealth.com for more information.

The company specializes in financial planning, financial advisory services, and financial consulting. They offer a wide range of services, including online appointments, onsite services, language assistance, wheelchair accessible entrance, wheelchair accessible parking lot, and wheelchair accessible restroom. Their restroom facilities and free parking lot make it convenient for clients to visit their office. It is recommended to make an appointment, but appointments are not strictly required.

Cole Wealth Management has received excellent reviews from clients, with an average opinion of 5/5 based on 18 reviews on Google My Business. This high rating indicates that clients are satisfied with the services provided by the company.

As a financial planning firm, Cole Wealth Management can help individuals and businesses with their financial goals. Whether you are planning for retirement, saving for a child's education, or looking to invest in the stock market, Cole Wealth Management can provide the expertise and guidance you need. Their team of financial advisors and consultants can help you create a customized financial plan that fits your unique needs and goals.

If you are looking for a reliable and experienced financial planning firm in Scottsdale, Arizona, Cole Wealth Management is an excellent choice. Their convenient location, range of services, and positive client reviews make them a top choice for financial planning services.

Reviews of Cole Wealth Management

Patricia Lipeika

5/5

I highly recommend Cole Wealth Management, specifically, Chris O'Brien. I met Chris at a Professional Leadership Seminar in 2004. Chris delivered a powerful presentation regarding financial opportunities. I was recently divorced and recently promoted. A recipe for disaster. I scheduled with Chris a review of the present portfolio and financial goals. Together, we mapped out a simple strategy easy to afford and attainable. We've met annually to review my portfolio. Throughout the years of markets ups, downs, crashes and successes, my portfolio remained in a positive trend. Together, we made my retirement goal in 2016, however, I wasn't ready until February 2019. Thanks to Chris's determination to see a Happy retiree, I have enjoyed a new car, 3 vacations of a lifetime and the purchase of a beautiful mountain home. Success! I refer to Chris as my very smart younger brother. I appreciate his professionalism, customer service, determination and continued effort to exceed my expectations. Thank you Chris! Thank you Cole Wealth Management.

Sharon Adamec

5/5

I’ve worked with Bob DiCarlo at Cole Wealth Management for several years. Bob has always been willing and able to address my concerns and help to adapt my investments to take advantage of the market trends, but still work with my conservative nature. After seeing my success, my husband moved his portfolio to Bob as well. We’re both happy and appreciate his insights and guidance in the ever changing market.

Kay Cosner

5/5

My husband and I started working with Paul Macias as our financial advisor about 10 years ago and we are proud to vouch for Paul’s many fine attributes. Paul is very personable and an excellent listener. He instantly started to build a relationship by listening to OUR financial goals and expectations. That said, Paul keeps abreast of the financial climate and contacts us to make timely and beneficial recommendations or to answer our questions or concerns. Another quality that I admire is that Paul is a lifelong learner. He attends seminars and conferences which allow him to continue to be proficient and knowledgeable in his profession. We trust Paul! His integrity and honesty rate very high with us and we consider him a friend. In summary, we couldn't be happier with Cole Wealth Management and our financial advisor, Paul Macias. If you are just beginning or a seasoned investor, Paul can help you with your financial journey.

Blake Berryman

5/5

We have been happy and very satisfied clients of Cole Wealth Management for seventeen years. Marty Cole has helped us plan and save for our two daughters' college expenses and for our retirement. In addition, Marty has been an incredible resource for financial and investment information. Highly recommended.

Nancy Barrett

5/5

My husband and I have been working with Marty for a few years now. It's so comforting, especially in this uncertain time, to have a competent professional to call or visit with to discuss our financial future. Marty is very responsive anytime we need him and has given us the confidence we need to weather these rocky times. We are very grateful for his service. I have referred some of my friends to him!

Lisa Kirk

5/5

Bob DiCarlo and Cole Wealth Management is the BEST financial planners / wealth management professionals we have ever worked with! Bob goes above and beyond to grow and protect our assets. He is a friend and confidante and is highly trusted with our families financial needs!

Kent & Kelli Monical

5/5

We’ve been working with Marty (Cole) for the past decade. He is so much more than a trusted advisor to our family. His dedication to clients consistently goes above and beyond. I can’t imagine trusting anyone else with our financial future. Simply put, Cole Wealth Advisors will always have our recommendation. THANK YOU.

Marybeth

5/5

Eight months ago my partner lost his job to AI after working for the same company for 26 years. We never saw it coming and were stunned with disbelief. Not having a clue as to what to do next, we asked friends if they knew of someone who could help us make sense of the “separation package” that my partner’s company would be giving him, Marty Cole came highly recommended.
My partner called and spoke to Marty who reassured him that he could work with us and come up with a financial plan. That night we were able to sleep for the first time after many sleepless nights.
Marty was so patient with our many questions. He took the time to explain even the simplest concepts that were difficult for us to grasp. Months later my partner and I can honestly say The Cole Wealth Management, LLC was able to relieve our extreme stress and helped us to know we will be all right in the present and in the future.