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Cole Wealth Management LLC
- Financial Services
- Scottsdale, AZ
About this business
Cole Wealth Management, LLC ( "CWM" ) is a fee based registered investment advisory firm with its headquarters located in Scottsdale, AZ. CWM provides Wealth Advisory Services including Financial Planning and Investment Management to executives, entrepreneurs, professional athletes, retirees and business entities throughout the United States.We recognize that along with financial success comes increased responsibilities and complexity. At CWM, we provide a holistic approach to managing all aspects of our clients financial pi... read more
Location details
9332 E Raintree Dr STE 100, Ste 307, Scottsdale, AZ, 85260, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
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 succe... read more
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!
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 a... read more
Bob DiCarlo is amazing. Knowledgeable, kind and friendly. Makes you feel like a part of the family. He has done great things with my investments. I couldn’t be happier!
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!
Frequently asked questions about Cole Wealth Management LLC
How is Cole Wealth Management LLC rated?
Cole Wealth Management LLC has a 5 star rating with 32 reviews.
When is Cole Wealth Management LLC open?
Cole Wealth Management LLC is closed now. It will open tomorrow at 9:00 a.m.
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